CM
Comcast Corp
CMCSA—
Comcast Corp AI Insights
Informational only. Not investment advice.Snapshot
- P/E of 6.9x vs industry median 17.1x - trading at 60% discount despite 23% ROE TTM and 18.1B FCF generation[P/E Ratio]
- Goodwill of 61.4B is 63% of equity (157B total intangibles) - tangible book value is negative 60B[Goodwill]
- Debt/equity 1.02x with 99B total debt vs 18B FCF TTM - 5.5x FCF coverage, interest expense 4.4B well covered by 22B EBIT[Debt to Equity]
Watch Triggers
- Free Cash Flow TTM: Falls below 15B — Would push FCF yield below 15%, weakening core value thesis and dividend coverage
- Operating Margin TTM: Drops below 15% — Signals cord-cutting impact exceeding broadband gains - structural margin compression
- Total Debt: Rises above 105B — Indicates FCF being consumed by operations vs deleveraging - balance sheet deterioration
Bull Case
18% FCF yield with 6.9x P/E - extreme value if cash flows stabilize. 33B cash flow TTM funds dividends, buybacks, and debt reduction simultaneously.
Free Cash Flow TTMP/E RatioCash Flow TTM
Operating margin 18% is 2x industry median (8.9%) - scale economics in broadband/content create durable cost advantage across 123B revenue base.
Operating Margin TTMTotal Revenue TTM
Bear Case
99B debt with negative tangible book (-60B) - if EBITDA declines 20%, debt/EBITDA jumps from 2.1x to 2.6x, limiting financial flexibility.
Total DebtTangible Book ValueEBITDA TTM
Intangibles of 157B (58% of assets) from NBCUniversal/Sky acquisitions - impairment risk if streaming/media underperforms expectations.
Goodwill and Other Intangible AssetsTotal Assets
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
FCF yield compression as market recognizes cash generation vs depressed valuation
1-3ymed
- 18.1B FCF TTM on 98B market cap = 18% FCF yield
- Dividend yield 3.4% with 1.30/share payout
- Debt paydown of 2.5B annually reduces leverage
FCF TTM 18.1B, market cap 98.3BNet debt issuance -2.5B TTMEBIT/interest coverage 7.2x
Cord-cutting acceleration could pressure revenue despite broadband strength
1-3ymed
- Legacy cable faces structural decline
- Peacock streaming requires continued investment
- Capex of 14.8B TTM constrains FCF expansion
Capex TTM 14.8B (12% of revenue)Operating margin 18% vs 8.9% industry medianRevenue 123.3B - scale advantage
Valuation Context
Caveats
Public Strategies Rankings
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CMCSA Fundamentals
Information → Wired and Wireless Telecommunications Carriers
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$102.63B | — | ||
$192.37B | — | ||
7.2 | — | ||
$123.31B | +0.2% | — | |
$3.86 | +7.0% | — | |
18.0% | -0.5% | — | |
18.3% | +6.4% | — | |
$18.13B | +64.9% | — | |
0.25 | +7.3% | — | |
Beta 5Y (Monthly) | unknown | — |
CMCSA Dividend History
72 dividends
2026
$0.330001/14/26$0.3300
2025
$1.300010/01/25$0.3300
07/02/25$0.3300
04/02/25$0.3300
01/08/25$0.3100
2024
$1.220010/02/24$0.3100
07/03/24$0.3100
04/02/24$0.3100
01/02/24$0.2900
2023
$1.140010/03/23$0.2900
07/03/23$0.2900
04/04/23$0.2900
01/03/23$0.2700
2022
$1.060010/04/22$0.2700
07/05/22$0.2700
04/05/22$0.2700
01/04/22$0.2500
2021
$0.980010/05/21$0.2500
07/06/21$0.2500
04/06/21$0.2500
01/05/21$0.2300
2020
$0.900010/06/20$0.2300
06/30/20$0.2300
03/31/20$0.2300
01/07/20$0.2100
2019
$0.630010/01/19$0.2100
07/02/19$0.2100
04/02/19$0.2100
2018
$0.917512/31/18$0.1900
10/02/18$0.1900
07/02/18$0.1900
04/03/18$0.1900
01/02/18$0.1575
2017
$0.472510/03/17$0.1575
06/30/17$0.1575
04/03/17$0.1575
2016
$0.675012/30/16$0.1375
10/03/16$0.1375
07/01/16$0.1375
04/04/16$0.1375
01/04/16$0.1250
2015
$0.487510/05/15$0.1250
06/29/15$0.1250
03/30/15$0.1250
01/05/15$0.1125
2014
$0.337509/29/14$0.1125
06/30/14$0.1125
03/31/14$0.1125
2013
$0.390012/30/13$0.0975
09/30/13$0.0975
07/01/13$0.0975
04/01/13$0.0975
2012
$0.325012/28/12$0.0813
10/01/12$0.0813
06/29/12$0.0813
04/02/12$0.0813
2011
$0.272212/30/11$0.0563
10/03/11$0.0563
07/01/11$0.0563
04/04/11$0.0563
01/03/11$0.0473
2010
$0.189010/04/10$0.0473
07/02/10$0.0473
04/05/10$0.0473
01/04/10$0.0473
2009
$0.132510/05/09$0.0338
07/06/09$0.0338
04/06/09$0.0338
01/05/09$0.0313
2008
$0.093810/06/08$0.0313
07/07/08$0.0313
03/31/08$0.0313
CMCSA Stock Splits
2 stock splits
02/21/171:2 split
02/22/070.666667:1 split
CMCSA SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
10/30/25 | 09/30/25 | 10-Q | |
07/31/25 | 06/30/25 | 10-Q | |
04/24/25 | 03/31/25 | 10-Q | |
01/31/25 | 12/31/24 | Unknown | |
10/31/24 | 09/30/24 | 10-Q | |
07/23/24 | 06/30/24 | 10-Q | |
04/25/24 | 03/31/24 | 10-Q | |
01/31/24 | 12/31/23 | 10-K | |
10/26/23 | 09/30/23 | 10-Q | |
07/27/23 | 06/30/23 | 10-Q | |
04/27/23 | 03/31/23 | 10-Q | |
02/03/23 | 12/31/22 | 10-K | |
10/27/22 | 09/30/22 | 10-Q | |
07/28/22 | 06/30/22 | 10-Q | |
04/28/22 | 03/31/22 | 10-Q | |
02/02/22 | 12/31/21 | 10-K | |
10/28/21 | 09/30/21 | 10-Q | |
07/29/21 | 06/30/21 | 10-Q | |
04/29/21 | 03/31/21 | 10-Q | |
02/04/21 | 12/31/20 | 10-K | |
10/29/20 | 09/30/20 | 10-Q | |
07/30/20 | 06/30/20 | 10-Q | |
04/30/20 | 03/31/20 | 10-Q | |
01/30/20 | 12/31/19 | 10-K | |
10/24/19 | 09/30/19 | 10-Q | |
07/25/19 | 06/30/19 | 10-Q | |
04/25/19 | 03/31/19 | 10-Q | |
01/31/19 | 12/31/18 | 10-K | |
10/25/18 | 09/30/18 | 10-Q | |
07/26/18 | 06/30/18 | 10-Q | |
04/25/18 | 03/31/18 | 10-Q | |
01/31/18 | 12/31/17 | 10-K | |
10/26/17 | 09/30/17 | 10-Q | |
07/27/17 | 06/30/17 | 10-Q | |
04/27/17 | 03/31/17 | 10-Q | |
02/03/17 | 12/31/16 | 10-K | |
10/26/16 | 09/30/16 | 10-Q | |
07/27/16 | 06/30/16 | 10-Q | |
04/27/16 | 03/31/16 | 10-Q | |
02/05/16 | 12/31/15 | 10-K | |
10/27/15 | 09/30/15 | 10-Q | |
07/23/15 | 06/30/15 | 10-Q | |
05/04/15 | 03/31/15 | 10-Q | |
02/27/15 | 12/31/14 | 10-K | |
10/23/14 | 09/30/14 | 10-Q | |
07/24/14 | 06/30/14 | 10-Q | |
04/22/14 | 03/31/14 | 10-Q | |
02/12/14 | 12/31/13 | 10-K | |
10/30/13 | 09/30/13 | 10-Q | |
07/31/13 | 06/30/13 | 10-Q | |
05/01/13 | 03/31/13 | 10-Q | |
02/21/13 | 12/31/12 | 10-K | |
10/26/12 | 09/30/12 | 10-Q | |
08/01/12 | 06/30/12 | 10-Q | |
05/02/12 | 03/31/12 | 10-Q | |
02/23/12 | 12/31/11 | 10-K | |
11/02/11 | 09/30/11 | 10-Q | |
08/03/11 | 06/30/11 | 10-Q | |
05/05/11 | 03/31/11 | 10-Q | |
02/25/11 | 12/31/10 | 10-K | |
10/27/10 | 09/30/10 | 10-Q | |
07/28/10 | 06/30/10 | 10-Q | |
04/28/10 | 03/31/10 | 10-Q | |
02/23/10 | 12/31/09 | 10-K | |
11/04/09 | 09/30/09 | 10-Q | |
08/06/09 | 06/30/09 | 10-Q | |
04/30/09 | 03/31/09 | 10-Q | |
02/20/09 | 12/31/08 | 10-K | |
10/29/08 | 09/30/08 | 10-Q | |
07/30/08 | 06/30/08 | 10-Q | |
05/01/08 | 03/30/08 | Unknown | -- |
02/20/08 | 12/31/07 | 5 | |
10/26/07 | 09/30/07 | 10-Q | |
07/27/07 | 06/30/07 | 10-Q | |
04/27/07 | 03/30/07 | Unknown | -- |
02/26/07 | 12/31/06 | 10-K | |
10/31/06 | 09/30/06 | 10-Q | |
07/28/06 | 06/30/06 | 10-Q | |
04/28/06 | 03/30/06 | Unknown | -- |
02/22/06 | 12/31/05 | 10-K | |
11/03/05 | 09/30/05 | 10-Q | |
08/02/05 | 06/30/05 | 10-Q | |
05/05/05 | 03/30/05 | Unknown | -- |
02/23/05 | 12/31/04 | 8-K | |
10/29/04 | 09/30/04 | 4 | |
07/30/04 | 06/30/04 | 10-Q | |
05/05/04 | 03/30/04 | Unknown | -- |
03/12/04 | 12/31/03 | 5 | |
10/31/03 | 09/30/03 | 10-Q | |
08/01/03 | 06/30/03 | 10-Q | |
05/09/03 | 03/30/03 | Unknown | -- |
03/20/03 | 12/31/02 | 10-K | |
09/30/02 | 09/30/02 | Unknown | -- |
06/30/02 | 06/30/02 | Unknown | -- |
03/31/02 | 03/30/02 | Unknown | -- |
12/31/01 | 12/31/01 | Unknown | -- |
09/30/01 | 09/30/01 | Unknown | -- |
06/30/01 | 06/30/01 | Unknown | -- |
03/31/01 | 03/30/01 | Unknown | -- |
12/31/00 | 12/31/00 | Unknown | -- |
09/30/00 | 09/30/00 | Unknown | -- |
06/30/00 | 06/30/00 | Unknown | -- |
03/31/00 | 03/30/00 | Unknown | -- |