Comcast Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
Comcast verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 13.9%, während die Gewinne der Branche Telecom jährlich um gewachsen und zwar um 17%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 2.2%. Die Eigenkapitalrendite von Comcast beträgt 20.8% und die Nettomargen betragen 15%.
Wichtige Informationen
13.93%
Wachstumsrate der Gewinne
19.50%
EPS-Wachstumsrate
| Telecom Wachstum der Industrie | 6.72% |
| Wachstumsrate der Einnahmen | 2.23% |
| Eigenkapitalrendite | 20.77% |
| Netto-Marge | 15.00% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 15
CMCSA: Fiber Competition And Sports Rights Reset Will Shape Future Earnings Power
Comcast's updated analyst price target edges higher as fair value is adjusted slightly to $32.74 and the modeled P/E contracts, with analysts pointing to a modestly lower discount rate, a small improvement in profit margin assumptions, and mixed views on revenue growth and competitive fiber headwinds. Analyst Commentary Recent Street research on Comcast reflects a split view, with several bullish analysts lifting price targets while more cautious voices highlight growth and competitive risks, especially around fiber.Seeking Alpha • May 10
Comcast: Market Is Ignoring A 14% Yield Opportunity
Summary Comcast remains a strong buy, supported by robust cash flow, high shareholder yield, and an attractive valuation despite competitive and execution risks. Q1 2026 saw mixed results: core connectivity revenue and EBITDA declined due to intentional go-to-market strategies, but management is optimistic about customer conversion in H2. Content & Experiences revenue surged nearly 40% on event-driven gains, though EBITDA fell due to high rights costs; Peacock is expected to approach profitability in Q2. With a forward P/E of 7.1x and implied earnings yield near 14%, CMCSA offers a significant margin of safety even under conservative execution scenarios. Read the full article on Seeking AlphaAnalyseartikel • May 01
Impressive Earnings May Not Tell The Whole Story For Comcast (NASDAQ:CMCSA)
Despite announcing strong earnings, Comcast Corporation's ( NASDAQ:CMCSA ) stock was sluggish. Our analysis uncovered...
Narrativ-Update • Apr 30
CMCSA: Broadband And Content Execution Will Outweigh Fiber And Policy Headwinds
Narrative Update on Comcast The updated analyst price target for Comcast reflects a modest fair value move from about $43.62 to $42.69. Analysts are weighing slightly softer revenue growth and profit margin assumptions against a higher future P/E and mixed recent research that includes several price target increases alongside downgrades citing muted growth and fiber headwinds.
Narrativ-Update • Apr 25
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.Narrativ-Update • Apr 16
CMCSA: Fiber Competition And Sports Rights Reset Will Reframe Earnings Power
Comcast's analyst price target edges lower by about $0.33 as analysts factor in softer revenue growth expectations and rising competitive pressures from fiber and new wireless offerings, while still recognizing relatively steady margins and price-to-earnings assumptions. Analyst Commentary Recent Street research on Comcast points to a more cautious stance overall, with several firms trimming price targets and at least one downgrade in rating as competition and fiber build outs weigh on sentiment.Neues Narrativ • Apr 07
Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth
Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
Narrativ-Update • Apr 02
CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds
Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.Narrativ-Update • Mar 19
CMCSA: Fiber Headwinds And Versant Spin Off Will Reframe Earnings Power
Analysts have trimmed their fair value estimate for Comcast to $33.01 from $33.93, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent Street price target cuts tied to fiber competition and the Versant spin off, partially offset by a few modest target increases. Analyst Commentary Street research on Comcast has become more divided, with several price target cuts and downgrades offset by a smaller number of upgrades and modest target increases.Narrativ-Update • Mar 04
CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition
Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.Narrativ-Update • Feb 18
CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty
Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.Narrativ-Update • Feb 04
CMCSA: Future Returns Will Depend On Risky Warner Bros Acquisition Pursuit
Analysts have trimmed their implied fair value for Comcast by about US$4. This reflects a series of lower price targets that factor in softer revenue growth assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, even as margin expectations hold steady.Narrativ-Update • Jan 21
CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns
Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.Narrativ-Update • Jan 07
CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power
Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.Narrativ-Update • Dec 16
CMCSA: Future Returns Will Balance Broadband Headwinds And Media Deal Uncertainty
Analysts have trimmed their fair value estimate for Comcast to $28 from $31, reflecting expectations for a tougher five year earnings outlook as broadband competition intensifies, subscriber and ARPU growth slow, and media profitability faces pressure from higher sports rights costs. Analyst Commentary Street research around Comcast has turned more cautious, with several bearish analysts resetting expectations to reflect weaker broadband momentum, rising competitive intensity, and mounting media cost pressures.Narrativ-Update • Dec 02
CMCSA: Bidding For Warner Units And New Sports Deals Will Generate Upside Momentum
Comcast’s analyst price target fell modestly to $34.65 from $35.10, as analysts highlighted ongoing challenges in broadband subscriber trends, competitive pressures, and slower expectations for EBITDA growth. Analyst Commentary Recent research from Wall Street reflects a mix of cautious optimism and heightened concern regarding Comcast's outlook.Narrativ-Update • Nov 18
CMCSA: New Sports Channel Launch And M&A Activity Will Drive Momentum
Comcast's analyst price target has been lowered by approximately $0.65 to $35.10. This adjustment reflects growing concerns among analysts about intensified broadband competition, EBITDA pressures, and slower subscriber growth.Narrativ-Update • Nov 03
CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum
Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.Narrativ-Update • Oct 20
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price targets have seen mixed revisions recently, with adjustments ranging from a decrease to $36 to an increase to $45.50. Analysts are weighing stable sector performance alongside modest improvements in profits and competitive pressures.Narrativ-Update • Oct 05
Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition
Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.Analyseartikel • Sep 17
Comcast (NASDAQ:CMCSA) Has More To Do To Multiply In Value Going Forward
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Analyseartikel • Jul 18
Is It Time To Consider Buying Comcast Corporation (NASDAQ:CMCSA)?
Today we're going to take a look at the well-established Comcast Corporation ( NASDAQ:CMCSA ). The company's stock...Neues Narrativ • Apr 08
Broadband Adjustments And Peacock NBA Launch Will Yield Mixed Results
Comcast faces challenges in broadband growth due to competition and changes in pricing, impacting revenue trajectory and margins.Neues Narrativ • Apr 08
Project Genesis And Media Restructuring Will Create Future Opportunities
Comcast targets wireless market expansion to drive revenue growth and enhance broadband and wireless revenue, aiming for higher ARPU and improved customer retention.Seeking Alpha • Mar 29
Comcast: One Of The Best Times To Buy
Summary Comcast offers a robust 8.6% free cash flow yield and trades at a historically low forward P/E of 8.7. Its diversified business model and strong cash generation support its value and income potential. CMCSA's healthy balance sheet, A- credit rating, and consistent share buybacks enhance its appeal, and it currently has a well-covered 3.5% dividend yield. With potential for 5-10% annual EPS growth and reversion to mean valuation, CMCSA presents an attractive setup for potential double-digit total returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Comcast: Why I Disagree With Wall Street
Summary Since my last analysis, CMCSA has enjoyed a sentiment shift and also delivered a strong quarter. However, I think Wall Street’s buy rating is based on an overestimation of its growth potential. My growth estimate for CMCSA, based on ROCE and reinvestment rates, is 4-5%, significantly lower than the consensus projection of 6.6%. The overestimation also exaggerates the attractiveness of its valuation ratios. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Comcast Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 125,277 | 18,797 | 52,483 | 0 |
| 31 Dec 25 | 123,707 | 19,998 | 51,875 | 0 |
| 30 Sep 25 | 123,312 | 22,607 | 50,607 | 0 |
| 30 Jun 25 | 124,185 | 22,905 | 49,733 | 0 |
| 31 Mar 25 | 123,560 | 15,710 | 48,695 | 0 |
| 31 Dec 24 | 123,731 | 16,192 | 48,606 | 0 |
| 30 Sep 24 | 123,070 | 14,675 | 48,529 | 0 |
| 30 Jun 24 | 121,113 | 15,091 | 47,907 | 0 |
| 31 Mar 24 | 121,939 | 15,411 | 47,772 | 0 |
| 31 Dec 23 | 121,572 | 15,388 | 47,161 | 0 |
| 30 Sep 23 | 120,872 | 15,151 | 46,920 | 0 |
| 30 Jun 23 | 120,606 | 6,507 | 46,834 | 0 |
| 31 Mar 23 | 120,108 | 5,655 | 46,711 | 0 |
| 31 Dec 22 | 121,427 | 5,370 | 46,769 | 0 |
| 30 Sep 22 | 121,210 | 5,404 | 46,078 | 0 |
| 30 Jun 22 | 121,660 | 14,037 | 45,645 | 0 |
| 31 Mar 22 | 120,190 | 14,379 | 44,751 | 0 |
| 31 Dec 21 | 116,385 | 14,159 | 43,314 | 0 |
| 30 Sep 21 | 113,757 | 14,482 | 42,361 | 0 |
| 30 Jun 21 | 108,991 | 12,466 | 40,956 | 0 |
| 31 Mar 21 | 104,160 | 11,716 | 39,543 | 0 |
| 31 Dec 20 | 103,564 | 10,534 | 39,850 | 0 |
| 30 Sep 20 | 104,254 | 10,316 | 39,424 | 0 |
| 30 Jun 20 | 105,549 | 11,514 | 39,844 | 0 |
| 31 Mar 20 | 108,692 | 11,651 | 40,828 | 0 |
| 31 Dec 19 | 108,942 | 13,057 | 40,424 | 0 |
| 30 Sep 19 | 108,390 | 12,406 | 40,323 | 0 |
| 30 Jun 19 | 103,698 | 12,075 | 38,435 | 0 |
| 31 Mar 19 | 98,575 | 12,166 | 36,461 | 0 |
| 31 Dec 18 | 94,507 | 11,731 | 34,791 | 0 |
| 30 Sep 18 | 88,736 | 24,219 | 32,650 | 0 |
| 30 Jun 18 | 87,682 | 23,975 | 32,686 | 0 |
| 31 Mar 18 | 87,233 | 23,280 | 32,570 | 0 |
| 31 Dec 17 | 85,029 | 22,735 | 31,968 | 0 |
| 30 Sep 17 | 83,979 | 10,032 | 31,253 | 0 |
| 30 Jun 17 | 84,217 | 9,627 | 30,545 | 0 |
| 31 Mar 17 | 82,200 | 9,134 | 29,986 | 0 |
| 31 Dec 16 | 80,736 | 8,678 | 30,070 | 0 |
| 30 Sep 16 | 78,623 | 8,370 | 28,882 | 0 |
| 30 Jun 16 | 75,973 | 8,129 | 28,176 | 0 |
| 31 Mar 16 | 75,447 | 8,238 | 27,662 | 0 |
| 31 Dec 15 | 74,510 | 8,163 | 27,282 | 0 |
| 30 Sep 15 | 72,997 | 8,117 | 26,365 | 0 |
| 30 Jun 15 | 71,119 | 8,713 | 25,817 | 0 |
Qualität der Erträge: CMCSA hat einen großen einmalig Gewinn von $9.4B verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: CMCSADie aktuellen Gewinnspannen (15%) sind höher als im letzten Jahr (12.7%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: CMCSAIn den letzten 5 Jahren sind die Gewinne von 13.9% jährlich gestiegen.
Beschleunigtes Wachstum: CMCSADas Gewinnwachstum des Unternehmens im letzten Jahr (19.6%) übertrifft seinen 5-Jahres-Durchschnitt (13.9% pro Jahr).
Erträge im Vergleich zur Industrie: CMCSA Das Gewinnwachstum im vergangenen Jahr (19.6%) übertraf das der Branche Telecom 0.01% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite (20.77%) von CMCSA ist zwar hoch, aber aufgrund der hohen Verschuldung des Unternehmens ist diese Kennzahl verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/27 04:07 |
| Aktienkurs zum Tagesende | 2026/05/27 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Comcast Corporation wird von 54 Analysten beobachtet. 23 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |