Comcast Corporation (CMCSA) AI Stock Analysis

Comcast Corporation operates as a global media and technology conglomerate structured into Cable Communications, Media, Studios, Theme Parks, and Sky segments. Under the Xfinity brand, Cable Communications offers broadband, video, voice, and wireless services to residential and business clients, alongside advertising solutions. The Media segment features NBCUniversal television and streaming platforms, including NBC, Telemundo, regional networks, and Peacock. Studios manages film and television production and distribution activities. The Theme Parks segment operates Universal theme parks in Orlando, Hollywood, Osaka, and Beijing. Through Sky, Comcast delivers video, broadband, voice, and mobile phone services, and manages entertainment networks across Europe.

Between FY2020 and FY2025, Comcast achieved a 5-year revenue CAGR of 3.6%. Annual revenue increased from $116.39B in FY2021 to $123.73B in FY2024, before edging down to $123.71B in FY2025 with revenue growth of -0.0%. Net income reached $20.00B in FY2025 with a net margin of 16.2% and EPS of $4.30. Over the trailing twelve months, revenue was $124.90B with an operating margin of 17.2% and a profit margin of 9.0%. For the latest quarter ending June 30, 2026, quarterly revenue fell 1.2% year-over-year, while quarterly earnings dropped 66.8%.

As of June 30, 2026, Comcast held $7.66B in cash and short-term investments against $90.38B in total debt, resulting in net debt of $82.72B. Shareholders' equity was $89.77B, yielding a debt-to-equity ratio of 1.01 and a current ratio of 0.80. In FY2025, operating cash flow reached $33.64B, funding $11.75B in capital expenditures. Cash deployment also included $7.16B in share buybacks and $4.89B in dividends paid, contributing to a 5-year share count change of -22.6%.

Comcast closed at $21.90 on October 16, 2026, trading at a trailing P/E of 7.1x and a forward P/E of 5.9x, both below the median of its Nasdaq-100 Communication Services peers of 20.5x and 21.9x, respectively. Its enterprise value to EBITDA was 4.8x compared to the peer median of 14.9x, and its price-to-sales was 0.6x versus 8.6x for peers. Over the past year, the stock fell 15.9%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the stock dropped 48.5% compared to an 83.0% gain for the S&P 500.

Comcast offers an annual forward dividend of $1.32, which represents a dividend yield of 6.03% and a payout ratio of 34.8%. The company pays dividends quarterly and has maintained consecutive payments for 19 years. Its 5-year annualized dividend growth rate stands at 7.6%, with the last ex-dividend date occurring on October 7, 2026.

Wall Street analysts hold 8 Strong Buy, 1 Buy, 14 Hold, 1 Sell, and 3 Strong Sell ratings on Comcast. The mean price target is $28.63, representing an upside of 30.7% from the last close of $21.90. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of $3.48 and revenue of $119.80B. Comcast has beaten EPS estimates in 4 of its last 4 quarters, with its next earnings date scheduled for October 22, 2026.

This page is an AI-written research summary of Comcast Corporation (CMCSA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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