Comcast Corp - Ordinary Shares - Class A

Comcast Corp - Ordinary Shares - Class A

CMCSA

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Market Cap$85.03B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Comcast Corp - Ordinary Shares - Class AComcast Corp - Ordinary Shares - Class A7.85.51%12%0.70.8

Earnings Call Q2 2026

July 23, 2026 - AI Summary

Separation / strategy (big picture) - Comcast reaffirmed its plan to split into two independent companies (Connectivity & Platforms vs. Media/Entertainment) with a ~1-year timeline. - Management is “energized” by constituencies’ reaction and expects more focus/agility for both companies. - Key positioning theme: AI and next-gen tech require more data/bandwidth/lower latency, which Comcast believes plays to its network strengths.
Connectivity & Platforms: progress, but near-term margin pressure - Revenue +5% (pro forma) for the quarter; Adj. EBITDA -5%, driven mainly by C&P investment behind the broadband pivot and NBA cost absorption in Media. - Broadband pivot underway: simpler pricing/packaging, improved customer experience, and more aggressive wireless push (including free lines for awareness). - Broadband subscriber losses improved YoY: loss of 167k, improving by 34k YoY. - ARPU pressure continues: broadband ARPU -3.8% (including dilution from free wireless lines). - Connectivity & Platforms EBITDA -5.8% (consistent with guidance for near-term investment weighing results).
Wireless momentum (clear opportunity / key positive) - Best quarter ever: +448,000 net wireless line additions (record; second consecutive record quarter). - Early conversion traction: early cohorts converting from free to paid are described as tracking in line with expectations; company expects a significant majority to convert as roll-offs accelerate in 2H. - Scale status: 10.2M total lines; ~17% penetration of domestic residential broadband customer base, but only ~7% penetration of the total wireless opportunity in footprint. - Premium uptake improving: premium unlimited plans were about 30% of postpaid phone connects; management says premium sell-in >30% and mobile churn is down even while free line roll-off accelerates.

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$29.61

Target Price by Analysts

20.6% upsideComcast Target Price DetailsTarget Price
$105.83

Current Fair Value

330.9% upside

Undervalued by 330.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$85.03 Billion
Enterprise Value$148.34 Billion
Dividend Yield$1.32 (5.51%)
Earnings per Share$5.41
Beta0.66
Outstanding Shares3,570,000,000

Return

Return on Equity12.26%ROE
Return on Assets6.36%
Return on Invested Capital12.99%

Valuation & Multiples

P/E Ratio7.78P/E Ratio
PEG-11.39PEG
Price to Sales0.72Price to Sales
Price to Book Ratio0.98Price to Book Ratio
Enterprise Value to Revenue1.19
Enterprise Value to EBIT8.16
Enterprise Value to Net Income13
Total Debt to Enterprise0.48
Debt to Equity0.79Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 30, 2026
EPS Estimate
$0.98
Average shareholder expectation
Revenue Estimate
$29.27 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 29, 2026
EPS Estimate
$1.01
Average shareholder expectation
Revenue Estimate
$29.53 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9524 58.79%
Total Calls10,500 99.98%
Total Puts10,000 99.95%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %4.81% 80.44%
Total Invested$5.86B 93.41%
Investors Holding802 1310.00%

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.