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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
50.1% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
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9 months ago
author updated this narrative
Comcast
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Project Genesis And SpinCo Will Improve Broadband And Media Offerings
Key Takeaways Comcast's bundling strategy and broadband upgrades aim to drive convergence revenue and boost overall growth by enhancing customer offerings. Strategic acquisitions and investments in theme parks and streaming services focus on capturing market share and diversifying revenue streams.
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US$42.62
FV
20.2% undervalued
intrinsic discount
0.64%
Revenue growth p.a.
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4 days ago
author updated this narrative
Comcast
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Broadband Losses And Peacock Headwinds Will Worsen
Key Takeaways Challenges in maintaining broadband growth amid intense competition could pressure revenue expectations and impact margins as Comcast integrates wireless offerings. Strategic shifts, including Project Genesis and media repositioning, risk short-term earnings strain due to high capital needs and execution risks.
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US$36.45
FV
6.7% undervalued
intrinsic discount
-0.43%
Revenue growth p.a.
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4 days ago
author updated this narrative
Comcast
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Wireless, Genesis And Epic Universe Will Transform Connectivity And Experiences
Key Takeaways Comcast's strategic investment in wireless growth and technological advancements aims to boost revenue, enhance customer retention, and improve margins and operational efficiency. The expansion into theme parks and media restructuring is set to drive revenue growth and enhance shareholder value through focused management and innovative assets.
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US$48.78
FV
30.3% undervalued
intrinsic discount
1.91%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
CMCSA
CMCSA
Comcast
Your Fair Value
US$
Current Price
US$34.01
13.1% 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$130.3b
Earnings US$17.0b
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