Comcast Corporation (CMCSA) Stock

Comcast Corporation (CMCSA) is a Communication Services stock trading at $23.78 (as of 2026-07-17), with a market capitalization of $86.01B and a trailing P/E of 4.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Comcast Corporation operates as a media and technology company worldwide. It operates through Cable Communications, Media, Studios, Theme Parks, and Sky segments. The Cable Communications segment offers broadband, video, voice, wireless, and other services to residential and business customers under the Xfinity brand; and advertising services. The Media segment operates NBCUniversal's television and streaming platforms, including national, regional, and international cable networks, the NBC and Telemundo broadcast, and Peacock networks. The Studios segment operates NBCUniversal's film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The Sky segment offers direct-to-consumer services, such as video, broadband, voice and wireless phone services, and content business operates entertainment networks, the Sky News broadcast network, and Sky Sports networks. The company also owns the Philadelphia Flyers, as well as the Wells Fargo Center arena in Philadelphia, Pennsylvania; and provides streaming service, such as Peacock. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Understand Comcast Corporation: how it makes money

Comcast operates a cable and wireless connectivity business under the Xfinity brand and monetizes entertainment through NBCUniversal TV, streaming (Peacock), film and theme parks, earning money from selling connectivity services and from media content distribution and advertising.

Comcast’s earnings power is structurally driven by the combination of recurring connectivity revenue (residential and business services) and monetization of media platforms (broadcast, cable networks, and streaming) and content experiences, each feeding the other through audience reach and distribution.

Revenue by segment (latest quarter)
Cable$16.6B
Media$7.3B
Studios$3.4B
Theme Parks$2.3B

Business quality (Mixed): A diversified media and connectivity mix, with operating focus that maps to connectivity platforms and media platform revenues.

Valuation: At 5× earnings, CMCSA trades 73% below the Communication average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Connectivity is a large recurring revenue base: The Cable Communications segment provides broadband, video, voice, and wireless to residential and business customers under the Xfinity brand, and also includes advertising services.
  • Media platforms add another monetization stream: The Media segment includes national, regional, and international cable networks, NBC and Telemundo broadcast, and Peacock streaming networks.

Bear case

  • Revenue concentration in consumer and business connectivity: A meaningful portion of results depends on selling broadband, video, voice, and wireless services, so weaker demand or pricing pressure for these services could weigh on revenue.
  • Media and content monetization can be uneven: Media, Studios, and Theme Parks results depend on film and content and audience engagement across its platforms, so changes in consumer viewing or content performance could impact results.
Valuation — source: SEC EDGAR (first-party)
Price$23.78
Market Cap$86.01B
P/E Ratio4.6
EV / EBITDA2.3
Price / Book0.97
Price / Sales0.69
FCF Yield23.7%
DCF Value (model)$73.17
DCF Upside vs Price207.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$123.71B
Net Margin16.2%
Revenue Growth (YoY)5.3%
EPS Growth (YoY)-33.3%
FCF Growth (YoY)-24.9%
Financial Health — source: SEC EDGAR
Altman Z-Score1.33 (distress)
Valuation vs Sector & Industry
Stock P/E4.6
Sector P/E (Communication Services)21.3
Industry P/E (Communication)15.7
vs Sector-78.6%
vs Industry-70.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderSilver Rock Financial LP ($17.56B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorCommunication Services
IndustryCommunication
CEOBrian L. Roberts
Employees182,000
CountryUS
IPO Date1980-03-17

Related Companies (Business model: Telecom Carrier + Consumer Subscription Content (Streaming, News, Audio) + Ad-Supported Digital Media / Social; 8 closest by market cap; US-domiciled)

  • Comcast Holdings Corp. (CCZ)
  • T-Mobile US, Inc. (TMUS)
  • Verizon Communications Inc. (VZ)
  • AT&T Inc. (T)
  • Warner Bros. Discovery, Inc. (WBD)
  • Roku, Inc. (ROKU)
  • Charter Communications, Inc. (CHTR)
  • Liberty Broadband Corporation (LBRDK)
CMCSA earnings history · CMCSA institutional & insider holders · CMCSA KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

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