Added to YB: 2026-07-07
Pitch date: 2026-07-03
CMCSA [neutral]
Comcast Corporation
-1.64%
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
$85.0B
Pitch Price
$23.77
Price Target
N/A
Dividend
5.55%
EV/EBITDA
4.76
P/E
4.64
EV/Sales
1.36
Sector
Diversified Telecommunication Services
Category
special_situation
Comcast: The Great Unbundling
CMCSA (overview): Splitting into standalone media (NBCUniversal + Sky) & parent keeping broadband/wireless/business. Stock +17% intraday, biggest since 2008. Tax-free separation ~12mo, buyback suspended, keeps 19.9% NBCU stake. Wells Fargo SOTP ~$25/share—upside needs M&A. Setup as sector's next buyer or target.
Read full article (5 min)