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Comcast

Broadband Giant is Significantly Undervalued

WA
Community Contributor
Published
14 Dec 23
Updated
11 Jul 24
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WallStreetWontons's Fair Value
US$68.19
46.2% undervalued intrinsic discount
11 Jul
US$36.72
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1Y
-12.2%
7D
-0.6%

Author's Valuation

US$68.2

46.2% undervalued intrinsic discount

WallStreetWontons's Fair Value

Catalysts

In summary, Comcast’s growth drivers include broadband expansion, wireless integration, and the success of their streaming service, Peacock. These factors contribute to the company’s overall growth prospects.

Risks

  1. 5G Mobile Data and ATSC 3.0:
  2. Xfinity Data Breach:
  3. Contract Disputes and Blackouts:
  4. Cybersecurity Threats:

In summary, Comcast must navigate technological shifts, security challenges, and contractual issues to maintain its position in the market.

Valuation

In summary, Comcast’s valuation, adjusted for net cash, is approximately $239.86 billion based on the 10-year average profit margin and relevant valuation metrics.

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Disclaimer

The user WallStreetWontons has a position in NasdaqGS:CMCSA. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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