New York Post·1d ago
Disney woos visitors with $59 tickets as Universal, SeaWorld struggle with weaker attendanceThe Mouse House is bucking an industry slowdown as rivals Universal and SeaWorld contend with weaker attendance.
Comcast's investment thesis hinges on its ability to stabilize flat revenue (-1.2% YoY in Q2 2026) while leveraging a strengthened balance sheet (debt-to-equity down to 1.00 from 1.35) and robust cash generation (OCF averaging $7.6B/quarter) to support a 5.1% ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue remained flat at $29.9B in Q2 2026 (-1.2% YoY) with operating margin compressing to 17.2% from 19.8%, reflecting content costs outpacing revenue growth.
Comcast trades at a low P/E of 5.20‑5.25 and an attractive EV/EBITDA, suggesting it is below intrinsic value. DCF models project a fair‑value price that could be 65.1% higher than the current share price, indicating significant upside.
Broadband remains resilient with revenue growth driven by higher average revenue per user (ARPU). The wireless segment posted a 17% revenue increase in Q4, underscoring strong demand for its services.
Peacock is positioned as a cash generator, with robust cash‑flow projections and improved monetization. Its scale and subscriber base are expected to offset investment costs and boost overall revenue.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $1.04+7.2% vs $0.97 | $29.9B+2.4% vs $29.2B |
Q2 2026 Apr 23, 2026 | $0.79+9.0% vs $0.72 | $31.5B+3.4% vs $30.4B |
Q1 2026 Jan 29, 2026 | $0.84+15.2% vs $0.73 | $32.3B-0.1% vs $32.3B |
Q4 2025 Oct 30, 2025 | $1.12+8.7% vs $1.03 | $31.2B+1.6% vs $30.7B |
The Mouse House is bucking an industry slowdown as rivals Universal and SeaWorld contend with weaker attendance.
Comcast is now the only Nasdaq-100 stock yielding more than 5% after Kraft Heinz moved to the New York Stock Exchange last week. Its flagship cable TV business is a fading cash cow, but there are other moving parts here ahead of next year's NBCUniversal spinoff.
Major indexes are moving lower as investors struggle to brush off yields and crude prices
Comcast generates substantial free cash flow and pays a reliable dividend. Disney is hitting records across parks, streaming, and the box office.
Benchmark CMCSA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Comcast Corporation (CMCSA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.42 | $79.56B | 4.16 | -0.02% | 16.17% | 21.78% | 6% | |
| $117.26 | $15.8B | 3.24 | -0.56% | 9.05% | 23.71% | — | |
| $25.12 | $172.13B | 8.26 | 2.71% | 16.89% | 16.82% | — | |
| $46.45 | $193.95B | 11.44 | 2.52% | 11.64% | 15.33% | — | |
| $17.06 | $96.78M | -0.27 | -4.95% | -72.83% | -89.91% | — | |
| $5.20 | $445.66M | -7.22 | -8.13% | -13.2% | -42.52% | — |
Comcast Corporation (CMCSA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Comcast Corporation (CMCSA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
Jun 29, 2026·SEC
Jun 12, 2026·SEC
Get notified when CMCSA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Comcast Corporation (CMCSA) stock FAQ — growth, dividends, profitability & financials explained
Comcast Corporation (CMCSA) reported $124.91B in revenue for fiscal year 2025. This represents a 3358% increase from $3.61B in 1996.
Comcast Corporation (CMCSA) saw revenue decline by 0.0% over the past year.
Yes, Comcast Corporation (CMCSA) is profitable, generating $11.20B in net income for fiscal year 2025 (16.2% net margin).
Yes, Comcast Corporation (CMCSA) pays a dividend with a yield of 6.00%. This makes it attractive for income-focused investors.
Comcast Corporation (CMCSA) has a return on equity (ROE) of 21.8%. This is excellent, indicating efficient use of shareholder capital.
Comcast Corporation (CMCSA) generated $20.44B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Comcast Corporation (CMCSA) has a dividend payout ratio of 24%. This suggests the dividend is well-covered and sustainable.
