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Comcast Community
NasdaqGS:CMCSA Community
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Comcast
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WallStreetWontons
Community Contributor
Broadband Giant is Significantly Undervalued
Catalysts Total Revenue Growth : In Q1 2024, Comcast’s total revenue increased by 1% to $30.1 billion. This growth is a positive sign for the company.
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US$68.19
FV
48.7% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
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about 1 year ago
author updated this narrative
Comcast
AN
AnalystLowTarget
Consensus Narrative from 28 Analysts
Competitive Intensity And Travel Concerns Will Weaken Profitability
Key Takeaways Challenges in the broadband and wireless segments could restrict revenue and profit growth due to competition, pricing strategies, and promotion dependence. Theme park and media segments face risks from subdued international travel, macroeconomic impacts, and fluctuating advertising revenues, affecting overall profitability.
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US$30.00
FV
16.7% overvalued
intrinsic discount
-0.32%
Revenue growth p.a.
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6 days ago
author updated this narrative
Comcast
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
High-speed Connectivity And Digital Transformation Will Reshape Industry Dynamics
Key Takeaways Strong broadband leadership, advanced business services, and bundled offerings drive resilient, recurring revenue and boost customer loyalty and lifetime value. Investments in content, streaming, and global theme parks diversify growth opportunities, supporting margin expansion and offsetting challenges from legacy media segments.
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US$51.37
FV
31.8% undervalued
intrinsic discount
1.42%
Revenue growth p.a.
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0
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6 days ago
author updated this narrative
Comcast
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Convergence Of Broadband And Wireless Services Will Foster Future Success
Key Takeaways Strategic investments in broadband-wireless convergence and simplified pricing could boost customer retention and enhance long-term net margins. Expanding business services and media segment monetization, alongside theme park growth, may drive significant revenue, EBIT, and EBITDA increases.
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US$40.50
FV
13.5% undervalued
intrinsic discount
0.73%
Revenue growth p.a.
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0
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106
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6 days ago
author updated this narrative
Your Valuation for
CMCSA
CMCSA
Comcast
Your Fair Value
US$
Current Price
US$35.01
14.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
130b
2015
2018
2021
2024
2025
2027
2030
Revenue US$129.9b
Earnings US$16.5b
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