Added to YB: 2025-08-06
Pitch date: 2025-08-04
CMCSA [bullish]
Comcast Corporation
-6.28%
current return
Author Info
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Company Info
Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Market Cap
$99.2B
Pitch Price
$32.35
Price Target
60.00 (+102%)
Dividend
4.85%
EV/EBITDA
4.90
P/E
4.53
EV/Sales
1.54
Sector
Media
Category
value
Comcast: A Connectivity and Content Powerhouse with a Bullish Future
CMCSA: Diversified media/telecom with 2/3 revenue from connectivity (32M+ broadband subs, 7.5M mobile), 1/3 from content (NBCUniversal, Sky). Peacock streaming surpassed 36M subs, theme parks posting record earnings. Trading at just 7.55x P/E vs historical 20-21x. $15B buyback program, 4% dividend with <50% payout ratio. $55-60 price target (70% upside).
Read full article (9 min)