CM
Comcast Corporation
CMCSA · Communication Services
Company brief
CM
CMCSACommunication Services$150.2B

Comcast Corporation

Global media and technology company operating cable communications, broadcast television, filmed entertainment and theme parks through NBCUniversal, Sky, and Xfinity brands.

Moat score
87/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$24.86
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-25%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
7.5x

Forward P/E around 7.5x means investors pay about $7.5 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
4.7x

A P/E around 4.7x means investors pay about $4.7 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$5.08
Market Cap
$88.4B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Investors focus on whether Comcast can keep turning Connectivity & Platforms into durable cash flow while the multiple stays anchored near today’s forward P/E.

Watch signal

Forward P/E around 7.5x remains reasonable versus growth.

What you own

Comcast Corporation is exposure to communication services operating model with high switching costs and 94% net revenue retention.

Base thesis

Physical cable infrastructure creates natural monopolies in most service areas with minimal overlap

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Investor Snapshot
87Moat Score
Net Revenue Retention94%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Physical cable infrastructure creates natural monopolies in most service areas with minimal overlap
  • Municipal franchise agreements create regulatory barriers to entry lasting 10-15 years
  • Bundled services (internet, TV, phone, mobile) increase switching friction through multiple contract dependencies
  • NBCUniversal content portfolio provides differentiated programming unavailable elsewhere
  • Enterprise customers locked into multi-year fiber contracts with significant early termination fees
  • Local advertising relationships built over decades difficult for competitors to replicate