Comcast Corporation

NasdaqGS:CMCSA Aktierapport

Börsvärde: US$84.0b

Comcast Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Comcast har ökat intäkterna med en genomsnittlig årlig takt på 11.9%, medan Telecom -branschen såg intäkterna växer på 15.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 1.7% per år. Comcast s avkastning på eget kapital är 12% och den har en nettomarginal på 9%.

Viktig information

11.92%

Tillväxttakt i vinsten

17.35%

Tillväxttakt för EPS

Telecom Tillväxt i branschen6.72%
Intäkternas tillväxttakt1.68%
Avkastning på eget kapital11.97%
Nettomarginal8.97%
Senaste uppdateringen av resultatet30 Jun 2026

Senaste uppdateringar av tidigare prestationer

Analysartikel 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...

Recent updates

Uppdatering av berättelse Jul 29

CMCSA: Broadband Pricing Reset Will Weigh On Returns After Media Spin Off

Comcast's updated analyst price target has moved from $22.22 to $21.00 as analysts weigh slower broadband trends, a more conservative future P/E multiple near 8.54, and modestly firmer profit margin expectations against ongoing competitive and execution risks. Analyst Commentary Recent research on Comcast highlights a cautious tone from several bearish analysts.
Seeking Alpha Jul 24

Comcast: An Irrational Discount Ahead Of A Major Catalyst

Summary Comcast Corporation remains a Strong Buy, with valuation implying a massive discount even under conservative assumptions and ongoing macro headwinds. CMCSA's fundamentals are robust: Q2 free cash flow reached $4.6B, net leverage is manageable at 2.3x, and the dividend yield is ~6%. The planned NBCUniversal spin-off could unlock value, enabling more accurate market valuations for both the broadband and media businesses. Risks include macroeconomic pressures, tough competition across all segments, and potential value loss from the spin-off under the "right" conditions, but risk-reward remains highly favorable. Read the full article on Seeking Alpha
Uppdatering av berättelse Jul 15

CMCSA: NBCUniversal Spin Off Will Reshape Connectivity Earnings Power

Comcast's updated analyst price target edges down by about $1 per share to reflect slightly lower fair value estimates and softer revenue growth assumptions, partly offset by firmer margin expectations and a modestly lower forward P/E, as analysts factor in intensifying broadband competition from SpaceX's Starlink and mixed views on the NBC Universal spin-off. Analyst Commentary Recent research on Comcast highlights a split in opinion, with some bullish analysts focusing on value creation from the NBC Universal spin off and others more cautious about broadband competition and execution.
Uppdatering av berättelse Jun 30

CMCSA: Broadband Pricing Reset Will Restrain Returns Despite NBCUniversal Spin Off

The analyst fair value estimate for Comcast has been revised modestly higher to about $22.22 per share from roughly $21.50, reflecting fresh Buy ratings and higher $31 to $32 price targets tied to the planned NBCUniversal spin-off and renewed focus on the broadband business. Analyst Commentary Recent research on Comcast highlights a mix of renewed optimism around the planned NBCUniversal spin off and lingering caution around broadband growth, competition, and earnings visibility.
Uppdatering av berättelse Jun 16

CMCSA: Future Returns Will Be Dragged By Broadband Reset And Starlink Competition

Analysts have trimmed Comcast's fair value estimate from $23.28 to $21.50 per share and reduced future P/E expectations, citing broadband pricing resets, rising competition in internet access, and what they describe as limited earnings visibility, despite slightly firmer profit margin assumptions. Analyst Commentary Recent research has highlighted a more cautious tone around Comcast, with several bearish analysts flagging risks tied to broadband trends, competitive pressures, and valuation.
Uppdatering av berättelse Jun 02

CMCSA: Broadband Quality And Sports Rights Reset Will Shape Future Earnings Power

Analysts have nudged Comcast's implied price target higher by a low single digit dollar amount. They cite a modestly higher assumed future P/E multiple and a slightly higher discount rate, which together reflect a more balanced view of the stock's risk and valuation profile.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Ny berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Ny berättelse 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.
Ny berättelse 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.

Fördelning av intäkter och kostnader

Hur Comcast tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGS:CMCSA Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
30 Jun 26124,90411,19952,5970
31 Mar 26125,27718,79752,4830
31 Dec 25123,70719,99851,8750
30 Sep 25123,31122,60750,6060
30 Jun 25124,18422,90549,7320
31 Mar 25123,56015,71048,6950
31 Dec 24123,73116,19248,6060
30 Sep 24123,07014,67548,5290
30 Jun 24121,11315,09147,9070
31 Mar 24121,93915,41147,7720
31 Dec 23121,57215,38847,1610
30 Sep 23120,87215,15146,9200
30 Jun 23120,6066,50746,8340
31 Mar 23120,1085,65546,7110
31 Dec 22121,4275,37046,7690
30 Sep 22121,2105,40446,0780
30 Jun 22121,66014,03745,6450
31 Mar 22120,19014,37944,7510
31 Dec 21116,38514,15943,3140
30 Sep 21113,75714,48242,3610
30 Jun 21108,99112,46640,9560
31 Mar 21104,16011,71639,5430
31 Dec 20103,56410,53439,8500
30 Sep 20104,25410,31639,4240
30 Jun 20105,54911,51439,8440
31 Mar 20108,69211,65140,8280
31 Dec 19108,94213,05740,4240
30 Sep 19108,39012,40640,3230
30 Jun 19103,69812,07538,4350
31 Mar 1998,57512,16636,4610
31 Dec 1894,50711,73134,7910
30 Sep 1888,73624,21932,6500
30 Jun 1887,68223,97532,6860
31 Mar 1887,23323,28032,5700
31 Dec 1785,02922,73531,9680
30 Sep 1783,97910,03231,2530
30 Jun 1784,2179,62730,5450
31 Mar 1782,2009,13429,9860
31 Dec 1680,7368,67830,0700
30 Sep 1678,6238,37028,8820
30 Jun 1675,9738,12928,1760
31 Mar 1675,4478,23827,6620
31 Dec 1574,5108,16327,2820
30 Sep 1572,9978,11726,3650

Kvalitetsintäkter: CMCSA har inkomster av hög kvalitet.

Växande vinstmarginal: CMCSA s nuvarande netto vinstmarginaler (9%) är lägre än förra året (18.4%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: CMCSA s intäkter har ökat med 11.9% per år under de senaste 5 åren.

Accelererande tillväxt: CMCSA s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: CMCSA hade negativ intäktstillväxt ( -51.1% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Telecom ( -17.6% ).


Avkastning på eget kapital

Hög ROE: CMCSA s avkastning på eget kapital ( 12% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/31 19:37
Aktiekurs vid dagens slut2026/07/31 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Comcast Corporation bevakas av 51 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird