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Company Description

Comcast Corporation operates as a media and technology company worldwide.It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments.The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services.


The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks.The Studios segment operates NBCUniversal's film and television studio production and distribution operations.The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China.


The Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks.The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock.Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Market Data

Last Price 35.85
Change Percentage 1.31%
Open 35.65
Previous Close 35.39
Market Cap ( Millions) 135219
Volume 4487970
Year High 45.31
Year Low 32.5
M A 50 36.53
M A 200 39.33

Financial Ratios

FCF Yield 9.95%
Dividend Yield 3.46%
ROE 19.21%
Debt / Equity 115.82%
Net Debt / EBIDTA 257.73%
Price To Book 1.61
Price Earnings Ratio 8.51
Price To FCF 10.05
Price To sales 1.09
EV / EBITDA 6.37

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Residential Connectivity & Platforms

Expected Growth : 1.2 %

What the company do ?

Residential Connectivity & Platforms from Comcast Corporation provides internet, TV, and voice services to residential customers, offering a range of plans and bundles.

Why we expect these perspectives ?

Comcast's Residential Connectivity & Platforms segment growth of 1.2% is driven by increasing demand for high-speed internet and streaming services, expansion of Xfinity xFi platform, and strategic investments in network infrastructure and customer experience enhancements, offsetting cord-cutting trends and intense competition in the market.

Segment nΒ°2 -> Media

Expected Growth : 0.8 %

What the company do ?

Comcast Corporation's Media segment includes NBCUniversal, a global media and entertainment company that produces and distributes film and television content.

Why we expect these perspectives ?

Comcast's Media segment growth is driven by increasing demand for streaming services, expansion of its theme park business, and strategic partnerships. The company's investments in original content, such as Peacock, and its ability to leverage its existing customer base contribute to its growth. Additionally, the rise of online advertising and the shift towards digital media consumption also support the segment's growth.

Segment nΒ°3 -> Studios

Expected Growth : 1.5 %

What the company do ?

Universal Studios is a film studio and a subsidiary of Comcast Corporation, producing and distributing films, TV shows, and theme park attractions.

Why we expect these perspectives ?

Comcast's Studios segment growth is driven by increasing demand for premium content, expansion of streaming services, and strategic investments in original productions. Additionally, the company's focus on theme park business and merchandising opportunities contribute to the 1.5% growth rate.

Segment nΒ°4 -> Business Services Connectivity

Expected Growth : 1.1 %

What the company do ?

Business Services Connectivity from Comcast Corporation provides reliable, high-speed internet and network solutions for businesses, enabling secure, efficient, and scalable connectivity.

Why we expect these perspectives ?

Comcast's Business Services Connectivity growth is driven by increasing demand for high-speed internet and cloud-based services, particularly among small and medium-sized businesses. Additionally, the company's strategic investments in network infrastructure and expansion of its fiber-based network have improved service reliability and scalability, attracting more customers.

Segment nΒ°5 -> Theme Parks

Expected Growth : 2.0 %

What the company do ?

Universal Parks & Resorts, a division of Comcast Corporation, operates theme parks and resorts globally, including Universal Studios Hollywood, Universal Orlando Resort, and Universal Studios Japan.

Why we expect these perspectives ?

Comcast's Theme Parks segment growth is driven by increasing attendance, per capita spending, and new attractions. The company's focus on immersive experiences, such as Harry Potter and Jurassic Park, attracts a loyal customer base. Additionally, strategic pricing, season pass sales, and hotel revenue growth contribute to the segment's 2.0% growth.

Segment nΒ°6 -> Eliminations

Expected Growth : 0.0 %

What the company do ?

Eliminations from Comcast Corporation refer to the removal of intercompany transactions and balances between Comcast's subsidiaries, ensuring accurate financial reporting.

Why we expect these perspectives ?

Comcast Corporation's eliminations segment shows 0.0% growth, driven by flat intersegment sales, stable operating margins, and a lack of significant M&A activity or divestitures. This stagnation is also attributed to the company's focus on core operations, resulting in minimal changes to its intersegment transactions.

Segment nΒ°7 -> Corporate and Other

Expected Growth : 0.5 %

What the company do ?

Corporate and Other from Comcast Corporation refers to the company's headquarters and other miscellaneous operations that don't fit into its main business segments.

Why we expect these perspectives ?

Comcast's Corporate and Other segment growth of 0.5% is driven by increasing demand for its theme park business, Universal Studios, and its emerging foray into esports. Additionally, the company's strategic investments in digital health and wellness, as well as its growing portfolio of minority investments, contribute to this modest growth.

Segment nΒ°8 -> Headquarters and Other

Expected Growth : 0.3 %

What the company do ?

Comcast Corporation's Headquarters is located in Philadelphia, Pennsylvania, and its Other segment includes Comcast Spectacor, which owns the Philadelphia Flyers and the Wells Fargo Center.

Why we expect these perspectives ?

Comcast's Headquarters and Other segment growth of 0.3% is driven by increasing investments in innovation and technology, cost savings initiatives, and strategic partnerships. Additionally, the company's focus on improving operational efficiency and streamlining its organizational structure also contribute to this growth.

Comcast Corporation Products

Product Range What is it ?
Xfinity Internet High-speed internet services for residential and business customers
Xfinity TV Cable television services offering live TV, on-demand content, and DVR capabilities
Xfinity Voice Digital voice services for residential and business customers
Xfinity Home Home security and automation services
Business Internet High-speed internet services for businesses
Business TV Cable television services for businesses
Business VoiceEdge Cloud-based voice services for businesses
Ethernet Services Dedicated, high-bandwidth connectivity for businesses

Comcast Corporation's Porter Forces

Comcast faces moderate threat from substitutes such as streaming services like Netflix, Hulu, and Amazon Prime, which offer alternative entertainment options to traditional cable TV.

Comcast's customers have limited bargaining power due to the company's dominant market position and limited alternatives for high-speed internet and cable TV services.

Comcast has a strong bargaining position with its suppliers, as it is a large and established company with significant purchasing power.

The threat of new entrants is low due to the high barriers to entry in the cable TV and internet services market, including significant capital requirements and regulatory hurdles.

The intensity of rivalry in the cable TV and internet services market is high, with Comcast facing competition from other major players such as AT&T, Verizon, and Charter Communications.

Capital Structure

Value
Debt Weight 54.00%
Debt Cost 5.71%
Equity Weight 46.00%
Equity Cost 8.90%
WACC 7.17%
Leverage 117.40%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
T AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying …
TMUS T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data …
VZ Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service …
CHTR Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States. The company offers subscription-based video services, including video on …
GOOG Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
35.85$
Current Price
35.85$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

ValueQualityYieldMomentumVolatilityGrowth
Company A-Score: 7.00Peer Group Average: 6.30Leader: 6.80

Peers Group Analysis

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