Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
CMCSA [neutral]
Comcast Corporation
-3.67%
current return
Author Info
No bio for this author
Company Info
Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Market Cap
$113.5B
Pitch Price
$32.58
Price Target
N/A
Dividend
4.18%
EV/EBITDA
5.59
P/E
5.85
EV/Sales
1.69
Sector
Diversified Telecommunication Services
Category
value
LRT Capital Management Portfolio Holding: Comcast Corporation
CMCSA (holding update): Dominant media conglomerate with unmatched US broadband network (high-margin recurring revenue) + NBCUniversal's content portfolio (networks, Universal Pictures, theme parks, Peacock). Last-mile infrastructure creates durable competitive moat. Management balances strategic investments with shareholder returns through dividends and buybacks.
Read full article (2 min)