Comcast's investment case rests on a tension between a contracting top line and durable cash generation: revenue fell 6.1% year over year to $29.3B in 2026Q3, yet operating margin recovered to 18.2% from a 10.8% trough in 2025Q4, a divergence that appears driven largely by cost actions and share count rather than…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 6.1% year over year to $29.3B in 2026Q3 while operating margin rebounded to 18.2% from a 10.8% trough in 2025Q4, a recovery that may indicate cost discipline rather than demand 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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $1.07+8.5% vs $0.99 | $29.3B+0.3% vs $29.2B |
Q3 2026 Jul 23, 2026 | $1.04+7.7% 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 |
Charter Communications shares fell 5% in early trading Friday after the pay-TV, broadband and wireless provider reported wider internet subscriber losses in the third quarter. During the quarter, in August, Charter closed its $34.5 billion acquisition of rival Cox Communications, expanding its footprint to 45 states.
PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation is saddened to announce the passing of Julian A. Brodsky, a co-founding partner of the company and a pioneer of the cable television industry, on November 5, 2026. He was 93. Together with Comcast founder Ralph J. Roberts and co-founding partner Daniel Aaron, Julian helped build the company from its earliest days, beginning with the acquisition of a small cable television system in Tupelo, Mississippi, in 1963. Working from a modest office near.
Comcast (CMCSA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Six S&P 500 'safer' high-yield dividend stocks—Regions Financial, Ford, AT&T, Pfizer, Verizon, VICI Properties—currently offer attractive buy signals based on free cash flow yields. Analyst projections for the top ten S&P 500 dividend dogs indicate potential net gains of 14.54% to 40.07% by November 2027, with an average estimated gain of 27.42%. Dividend dog strategy favors stocks where annual dividends from $1,000 invested exceed single-share prices and free cash flow yields surpass dividend yields.
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 |
|---|---|---|---|---|---|---|---|
| $24.39 | $86.55B | 4.53 | -0.02% | 16.17% | 21.78% | 5.52% | |
| $118.07 | $15.91B | 3.26 | -0.56% | 9.05% | 23.71% | — | |
| $21.63 | $148.22B | 7.12 | 2.71% | 10.14% | 10.35% | 5.27% | |
| $45.69 | $190.78B | 11.25 | 2.52% | 11.78% | 15.53% | 5.94% | |
| $4.30 | $24.39M | -0.07 | -4.95% | -72.83% | -89.91% | 71.06% | |
| $5.20 | $429.82M | -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)
Oct 22, 2026·SEC
Jul 23, 2026·SEC
Jun 29, 2026·SEC
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Comcast Corporation (CMCSA) stock FAQ — growth, dividends, profitability & financials explained
Comcast Corporation (CMCSA) reported $123.00B in revenue over the trailing twelve months. Revenue was $123.71B in fiscal year 2025. That is 3325% more than the $3.61B of fiscal year 1996.
Comcast Corporation (CMCSA) revenue fell by 0.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Comcast Corporation (CMCSA) earned $11.32B in net income over the trailing twelve months (a 9.2% net margin).
Yes. Comcast Corporation (CMCSA) pays a dividend that yields 5.52% at the current price, a high yield.
Comcast Corporation (CMCSA) had a return on equity (ROE) of 21.8% in fiscal year 2025. That is well above the market's typical 10-15%.
Comcast Corporation (CMCSA) generated $19.04B in free cash flow over the trailing twelve months.
Comcast Corporation (CMCSA) has a dividend payout ratio of 24%. This suggests the dividend is well-covered and sustainable.
