Company valuation · Communication Services
CMCSA: Buy with a $71.17 price target
Comcast Corp. More cash remains for each dollar of profit, but the profit margin narrowed.
- Model target · USD
- $71.17 For 2027-09-11
- Model rating
- Buy Reviewed 2026-09-16
- Reference weekly close
- $25.20 2026-09-11 · USD
Investment view
More cash remains for each dollar of profit, but the profit margin narrowed.
Target and reference price
Target for 2027-09-11: $71.17 USD, +182.4% versus the $25.20 weekly close on 2026-09-11. Price return only; dividends, fees and tax excluded.
Supporting evidence
Cash after capital spending / profit: 1.8× for CMCSA, against 1.3× across 9 comparable peers.
Net debt / EBITDA: 2.4× for CMCSA, against 3.4× across 12 comparable peers.
Risks to the case
The latest quarterly operating margin was 17.2%, -2.5 percentage points from a year earlier. The full report separates sales growth from margin changes.
Across 2 completed quarters since 2025-12-31, net income was 5,700.0m versus 14,498.0m in the matching prior-year periods (USD). Check whether the latest quarter changes that direction.
What to monitor
The latest quarterly margin changed -2.5 percentage points from a year earlier. Check sales volumes, pricing and unusual gains in the next filing.
Recheck the valuation gap alongside profitability and growth after new results. A discount alone does not establish value.
Compare the stock and the market fund over the same dates. Look for a change in relative performance as results arrive.
Valuation assumptions
Starting annual sales growth: 0.01%.
Long-term operating margin: 17.3%.
About this assessment
Review recorded on 2026-09-16. This is a dated summary of an automated company valuation. The full report includes the financial evidence, alternative scenarios and review history. Consult the latest report before using an earlier target. Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.