Comcast Corp - Ordinary Shares - Class A

Comcast Corp - Ordinary Shares - Class A

CMCSA

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Market Cap$85.09B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Comcast Corp - Ordinary Shares - Class AComcast Corp - Ordinary Shares - Class A4.65.54%21%0.71.1

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Broadband Performance Improvement: Comcast reported a significant year-over-year improvement in broadband net losses, which decreased by over 100,000 subscribers, marking the first year-over-year improvement since Q4 2020. The company's improved connectivity and marketing strategies, particularly during "Legendary February," contributed to this performance. Moving forward, Comcast expects continued improvements in broadband losses throughout 2026, supported by higher gig-tier subscriptions and increased mobile attachment.
Wireless Business Momentum: The company achieved record wireless net additions, adding 435,000 net wireless lines in Q1 2026, driven primarily by the successful free line strategy. This business now shows a promising uptake in premium offerings, with approximately 30% of new customers opting for premium plans. Comcast aims to convert many current free lines into paid customers in the second half of the year, which is expected to enhance overall revenue and lifetime customer value.
Revenue Growth and Media Success: Revenue rose by 11% in the first quarter, significantly bolstered by high-profile events like the Milan Cortina Winter Olympics and the Super Bowl, which generated $2.2 billion in incremental revenue. However, when excluding these events, revenue growth was modest at low single digits. Comcast is optimistic about leveraging its media assets moving forward, with expectations for Peacock to approach profitability in the next quarter.

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$31.83

Target Price by Analysts

29.9% upsideComcast Target Price DetailsTarget Price
$105.83

Current Fair Value

332% upside

Undervalued by 332% based on the discounted cash flow analysis.

Share Statistics

Market cap$85.09 Billion
Enterprise Value$174.24 Billion
Dividend Yield$1.32 (5.54%)
Earnings per Share$5.41
Beta0.66
Outstanding Shares3,617,000,000

Return

Return on Equity21.07%ROE
Return on Assets7.15%
Return on Invested Capital11.72%

Valuation & Multiples

P/E Ratio4.58P/E Ratio
PEG-12.88PEG
Price to Sales0.72Price to Sales
Price to Book Ratio1.02Price to Book Ratio
Enterprise Value to Revenue1.39
Enterprise Value to EBIT6.56
Enterprise Value to Net Income9
Total Debt to Enterprise0.57
Debt to Equity1.12Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$0.72
Average shareholder expectation
Revenue Estimate
$30.41 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$0.98
Average shareholder expectation
Revenue Estimate
$29.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3645 5.90%
Total Calls53,517,241 29.04%
Total Puts19,505,759 15.35%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %83.98% 0.55%
Total Invested$87.66B 3.23%
Investors Holding2,100 81.00%

ESG Score

No data

About Comcast Corp

168,000 employees
CEO: Brian Roberts

Relevant Senate Committees

Joint Committee on Taxation

By providing official revenue estimates and technical analysis for all tax legislation, this committee directly influences the tax policies that impact Comcast's corporate structure and financial performance.

Finance

As the primary tax-writing committee, its decisions on corporate taxation, trade policy, and entitlement spending directly impact Comcast's profitability, international operations, and overall valuation.

Judiciary

This committee's oversight of antitrust laws and intellectual property is highly relevant to Comcast, given its large scale, frequent M&A activity, and reliance on copyrighted content for its media business.

Commerce, Science, and Transportation

This committee directly oversees the FCC and FTC, which regulate Comcast's primary businesses including telecommunications, broadcasting, internet services, net neutrality, and consumer protection.