Morningstar

Comcast Corp Class A CMCSA

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Stock XNAS Rating as of
$41.30 −0.40 (0.96%)
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As of Delayed Price Closed

Company Report

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We've Moved Our Comcast Moat Rating to Narrow as Longer-Term Threats Grow

Michael Hodel

Comcast’s core cable business enjoys significant competitive advantages and should deliver strong cash flow for the foreseeable future. However, fixed-wireless offerings from competitors have proven to be viable broadband alternatives, and competing fiber networks continue to expand at a steady clip, which will chip away at the returns on capital Comcast earns. We're also skeptical that the media business will return to the level of profitability it has enjoyed in the past.

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Price vs Fair Value

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CMCSA is trading at a 673% premium.
Price
$41.30
Fair Value
$74.00
Uncertainty
Medium
1-Star Price
$97.80
5-Star Price
$84.70
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Comcast’s cable networks provide a platform to easily meet customers’ growing bandwidth demands, which should allow for relatively stable market share, ensuring that recurring revenue and cash flow remain strong.

Bears

Comcast’s businesses are heavily exposed to the traditional TV model. As more consumers turn to online alternatives, the firm will struggle to post any revenue growth in either of its two primary segments, the US cable and media businesses.

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News

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Trading Information

Previous Close Price
$41.70
Day Range
$41.25–41.86
52-Week Range
$36.43–45.82
Bid/Ask
$41.30 / $41.55
Market Cap
$159.93 Bil
Volume/Avg
11.1 Mil / 18.6 Mil

Key Statistics

Price/Earnings (Normalized)
9.90
Price/Sales
1.37
Dividend Yield (Trailing)
2.95%
Dividend Yield (Forward)
3.00%
Total Yield
10.45%

Company Profile

Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
Sector
Communication Services
Industry
Telecom Services
Stock Style Box
Large Value
Total Number of Employees
186,000
Website
https://www.comcastcorporation.com

Competitors

Valuation

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Metric
CMCSA
DIS
VZ
Price/Earnings (Normalized)
 9.9020.299.79
Price/Book Value
 1.931.701.98
Price/Sales
 1.371.921.42
Price/Cash Flow
 6.0011.154.84
Price/Earnings
CMCSA
DIS
VZ

Financial Strength

Metric
CMCSA
DIS
VZ
Quick Ratio
 0.540.530.46
Current Ratio
 0.660.720.63
Interest Coverage
 5.824.323.54
Quick Ratio
CMCSA
DIS
VZ

Profitability

Metric
CMCSA
DIS
VZ
Return on Assets (Normalized)
 6.39%4.84%4.55%
Return on Equity (Normalized)
 20.23%9.74%18.30%
Return on Invested Capital (Normalized)
 10.84%6.82%7.96%
Return on Assets
CMCSA
DIS
VZ

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