Added to YB: 2026-02-16
Pitch date: 2025-12-03
CMCSA [bullish]
Comcast Corporation
+23.35%
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
$25.45
Price Target
40.00 (+27%)
Dividend
4.18%
EV/EBITDA
5.59
P/E
5.85
EV/Sales
1.69
Sector
Diversified Telecommunication Services
Category
value
Comcast Corporation - $CMCSA
CMCSA: Trades at ~6x P/E (16% yield) vs 3.7% weighted avg debt rate - one of largest debt/equity differentials in public markets. $40 PT = 50% upside from $27. Epic Universe launch, wireless +14% rev growth, Peacock breakeven 2026. Versant spinoff removes low-quality networks. DOCSIS 4.0 at $200/home vs fiber $1k+. Catalyst: continued buybacks
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