Comcast Holdings Corp. (CCZ) Stock

Comcast Holdings Corp. (CCZ) is a Communication Services stock, with a market capitalization of $235.58B and a trailing P/E of 21.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Comcast Holdings Corporation manages and operates broadband cable networks in the United States. The company, over its cable networks, primarily offers various services, including video, Internet, and phone. Its video services include cable networks, pay-per-view programming, digital cable, video-on-demand, high-definition television, and digital video recorder services. The company’s Internet services consist of multiple email addresses, online storage, and various value-added features. Comcast Holdings’ phone services comprise traditional circuit-switched local phone service, an array of associated calling features, and third-party long-distance services. The company also provides installation services and engages in third-party electronic retailing, Internet connectivity, and networked business applications. Comcast Holdings Corp. was formerly known as Comcast Corporation and changed its name to Comcast Holdings Corp. in November 2002. The company was incorporated in 1969 and is based in Philadelphia, Pennsylvania. Comcast Holdings Corporation operates as a subsidiary of Comcast Corporation.

Understand Comcast Holdings Corp.: how it makes money

Comcast manages and operates US broadband cable networks and provides video (cable TV and related services), internet, and phone services, monetizing its network by selling these services to customers.

Comcast monetizes its broadband cable network by selling customers video, internet, and phone services delivered over that infrastructure.

Business quality (Mixed): Good business clarity from the description (broadband network, video/internet/phone services), but no official reportable segment revenue breakdown or operating KPI labels were provided, limiting segment and KPI driven analysis.

Valuation: At 13× earnings, CCZ trades 26% below the Communication average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Service breadth across video, internet, and phone: The company offers multiple cable video products (including digital cable, video-on-demand, and HD), plus internet services with value added features, and phone services.
  • Network based delivery: Because Comcast operates the broadband cable networks that deliver these services, it can sell a range of offerings over the same underlying infrastructure.

Bear case

  • Demand sensitivity in key service categories: The business includes cable video and traditional circuit switched phone service, so changes in customer demand for these offerings could be a headwind.
  • Infrastructure and service continuity requirements: Operating and maintaining broadband cable networks that support video, internet, and phone can create ongoing operational demands, which can limit flexibility if costs rise.
Valuation — source: SEC EDGAR (first-party)
Market Cap$235.58B
P/E Ratio21.0
EV / EBITDA6.9
Price / Book2.62
Price / Sales1.89
Dividend Yield2.1%
FCF Yield8.7%
DCF Value (model)$65.63
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$123.71B
Net Margin16.2%
Return on Equity12.5%
Debt / Equity0.07
Current Ratio0.80
Revenue Growth (YoY)-1.2%
EPS Growth (YoY)-66.9%
FCF Growth (YoY)1.0%
Financial Health — source: SEC EDGAR
Altman Z-Score1.83 (grey)
Valuation vs Sector & Industry
Stock P/E21.0
Sector P/E (Communication Services)24.4
Industry P/E (Communication)17.9
vs Sector-13.7%
vs Industry17.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderTHORNBURG INVESTMENT MANAGEMENT INC ($17.22M)
Institutional Holders Tracked1
Company
SectorCommunication Services
IndustryCommunication
CEONone
Employees31,000
CountryUS
IPO Date2020-01-21

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CCZ earnings history · CCZ institutional & insider holders · CCZ KPIs & operating metrics · CCZ financials · CCZ investor presentations & press releases · CCZ SEC filings · CCZ peers · Congress trades · Insider trades · Short interest · Stock screener

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.