Comcast Corporation

NasdaqGS:CMCSA 株式レポート

時価総額：US$90.0b

Comcast 将来の成長

Future 基準チェック /06

Comcastの収益と利益は、それぞれ年間0.2%と11.1%減少すると予測されています。EPS は年間6.2%で 減少すると予想されています。自己資本利益率は 3 年後に12.8%になると予測されています。

主要情報

-11.1%

収益成長率

-6.22%

EPS成長率

Telecom 収益成長12.3%
収益成長率-0.2%
将来の株主資本利益率12.85%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 15

CMCSA: Fiber Competition And Sports Rights Reset Will Shape Future Earnings Power

Comcast's updated analyst price target edges higher as fair value is adjusted slightly to $32.74 and the modeled P/E contracts, with analysts pointing to a modestly lower discount rate, a small improvement in profit margin assumptions, and mixed views on revenue growth and competitive fiber headwinds. Analyst Commentary Recent Street research on Comcast reflects a split view, with several bullish analysts lifting price targets while more cautious voices highlight growth and competitive risks, especially around fiber.
Seeking Alpha • May 10

Comcast: Market Is Ignoring A 14% Yield Opportunity

Summary Comcast remains a strong buy, supported by robust cash flow, high shareholder yield, and an attractive valuation despite competitive and execution risks. Q1 2026 saw mixed results: core connectivity revenue and EBITDA declined due to intentional go-to-market strategies, but management is optimistic about customer conversion in H2. Content & Experiences revenue surged nearly 40% on event-driven gains, though EBITDA fell due to high rights costs; Peacock is expected to approach profitability in Q2. With a forward P/E of 7.1x and implied earnings yield near 14%, CMCSA offers a significant margin of safety even under conservative execution scenarios. Read the full article on Seeking Alpha
分析記事 • May 01

Impressive Earnings May Not Tell The Whole Story For Comcast (NASDAQ:CMCSA)

Despite announcing strong earnings, Comcast Corporation's ( NASDAQ:CMCSA ) stock was sluggish. Our analysis uncovered...
ナラティブの更新 • Apr 30

CMCSA: Broadband And Content Execution Will Outweigh Fiber And Policy Headwinds

Narrative Update on Comcast The updated analyst price target for Comcast reflects a modest fair value move from about $43.62 to $42.69. Analysts are weighing slightly softer revenue growth and profit margin assumptions against a higher future P/E and mixed recent research that includes several price target increases alongside downgrades citing muted growth and fiber headwinds.
ナラティブの更新 • Apr 25

Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth

Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
ナラティブの更新 • Apr 16

CMCSA: Fiber Competition And Sports Rights Reset Will Reframe Earnings Power

Comcast's analyst price target edges lower by about $0.33 as analysts factor in softer revenue growth expectations and rising competitive pressures from fiber and new wireless offerings, while still recognizing relatively steady margins and price-to-earnings assumptions. Analyst Commentary Recent Street research on Comcast points to a more cautious stance overall, with several firms trimming price targets and at least one downgrade in rating as competition and fiber build outs weigh on sentiment.
新しいナラティブ • Apr 07

Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth

Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
ナラティブの更新 • Apr 02

CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds

Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.
ナラティブの更新 • Mar 19

CMCSA: Fiber Headwinds And Versant Spin Off Will Reframe Earnings Power

Analysts have trimmed their fair value estimate for Comcast to $33.01 from $33.93, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent Street price target cuts tied to fiber competition and the Versant spin off, partially offset by a few modest target increases. Analyst Commentary Street research on Comcast has become more divided, with several price target cuts and downgrades offset by a smaller number of upgrades and modest target increases.
ナラティブの更新 • Mar 04

CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition

Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.
ナラティブの更新 • Feb 18

CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty

Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.
ナラティブの更新 • Feb 04

CMCSA: Future Returns Will Depend On Risky Warner Bros Acquisition Pursuit

Analysts have trimmed their implied fair value for Comcast by about US$4. This reflects a series of lower price targets that factor in softer revenue growth assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, even as margin expectations hold steady.
ナラティブの更新 • Jan 21

CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns

Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.
ナラティブの更新 • Jan 07

CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power

Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.
ナラティブの更新 • Dec 16

CMCSA: Future Returns Will Balance Broadband Headwinds And Media Deal Uncertainty

Analysts have trimmed their fair value estimate for Comcast to $28 from $31, reflecting expectations for a tougher five year earnings outlook as broadband competition intensifies, subscriber and ARPU growth slow, and media profitability faces pressure from higher sports rights costs. Analyst Commentary Street research around Comcast has turned more cautious, with several bearish analysts resetting expectations to reflect weaker broadband momentum, rising competitive intensity, and mounting media cost pressures.
ナラティブの更新 • Dec 02

CMCSA: Bidding For Warner Units And New Sports Deals Will Generate Upside Momentum

Comcast’s analyst price target fell modestly to $34.65 from $35.10, as analysts highlighted ongoing challenges in broadband subscriber trends, competitive pressures, and slower expectations for EBITDA growth. Analyst Commentary Recent research from Wall Street reflects a mix of cautious optimism and heightened concern regarding Comcast's outlook.
ナラティブの更新 • Nov 18

CMCSA: New Sports Channel Launch And M&A Activity Will Drive Momentum

Comcast's analyst price target has been lowered by approximately $0.65 to $35.10. This adjustment reflects growing concerns among analysts about intensified broadband competition, EBITDA pressures, and slower subscriber growth.
ナラティブの更新 • Nov 03

CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum

Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.
ナラティブの更新 • Oct 20

Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition

Comcast's analyst price targets have seen mixed revisions recently, with adjustments ranging from a decrease to $36 to an increase to $45.50. Analysts are weighing stable sector performance alongside modest improvements in profits and competitive pressures.
ナラティブの更新 • Oct 05

Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition

Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.
分析記事 • Sep 17

Comcast (NASDAQ:CMCSA) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Jul 18

Is It Time To Consider Buying Comcast Corporation (NASDAQ:CMCSA)?

Today we're going to take a look at the well-established Comcast Corporation ( NASDAQ:CMCSA ). The company's stock...
新しいナラティブ • Apr 08

Broadband Adjustments And Peacock NBA Launch Will Yield Mixed Results

Comcast faces challenges in broadband growth due to competition and changes in pricing, impacting revenue trajectory and margins.
新しいナラティブ • Apr 08

Project Genesis And Media Restructuring Will Create Future Opportunities

Comcast targets wireless market expansion to drive revenue growth and enhance broadband and wireless revenue, aiming for higher ARPU and improved customer retention.
Seeking Alpha • Mar 29

Comcast: One Of The Best Times To Buy

Summary Comcast offers a robust 8.6% free cash flow yield and trades at a historically low forward P/E of 8.7. Its diversified business model and strong cash generation support its value and income potential. CMCSA's healthy balance sheet, A- credit rating, and consistent share buybacks enhance its appeal, and it currently has a well-covered 3.5% dividend yield. With potential for 5-10% annual EPS growth and reversion to mean valuation, CMCSA presents an attractive setup for potential double-digit total returns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 21

Comcast: Why I Disagree With Wall Street

Summary Since my last analysis, CMCSA has enjoyed a sentiment shift and also delivered a strong quarter. However, I think Wall Street’s buy rating is based on an overestimation of its growth potential. My growth estimate for CMCSA, based on ROCE and reinvestment rates, is 4-5%, significantly lower than the consensus projection of 6.6%. The overestimation also exaggerates the attractiveness of its valuation ratios. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:CMCSA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028123,44011,09514,49929,41214
12/31/2027120,12010,67713,91027,95921
12/31/2026121,72510,47513,28527,59123
3/31/2026125,27718,79717,70732,240N/A
12/31/2025123,70719,99819,22433,643N/A
9/30/2025123,31222,60718,11932,882N/A
6/30/2025124,18522,90516,57831,210N/A
3/31/2025123,56015,71013,41428,119N/A
12/31/2024123,73116,19212,42727,673N/A
9/30/2024123,07014,67510,86325,515N/A
6/30/2024121,11315,09111,47426,647N/A
3/31/2024121,93915,41113,54329,121N/A
12/31/2023121,57215,38812,82428,501N/A
9/30/2023120,87215,15112,35428,462N/A
6/30/2023120,6066,50711,67127,255N/A
3/31/2023120,1085,65511,41526,384N/A
12/31/2022121,4275,37012,31626,413N/A
9/30/2022121,2105,40414,72828,219N/A
6/30/2022121,66014,03714,50927,373N/A
3/31/2022120,19014,37915,87428,652N/A
12/31/2021116,38514,15916,11329,146N/A
9/30/2021113,75714,48213,16426,499N/A
6/30/2021108,99112,46611,93025,627N/A
3/31/2021104,16011,71613,04426,664N/A
12/31/2020103,56410,53411,14624,737N/A
9/30/2020104,25410,31612,44125,930N/A
6/30/2020105,54911,51412,34825,893N/A
3/31/2020108,69211,65110,73524,290N/A
12/31/2019108,94213,057N/A25,697N/A
9/30/2019108,39012,406N/A25,252N/A
6/30/2019103,69812,075N/A26,031N/A
3/31/201998,57512,166N/A26,054N/A
12/31/201894,50711,731N/A24,297N/A
9/30/201888,73624,219N/A23,911N/A
6/30/201887,68223,975N/A23,049N/A
3/31/201887,23323,280N/A21,110N/A
12/31/201785,02922,735N/A21,261N/A
9/30/201783,97910,032N/A21,693N/A
6/30/201784,2179,627N/A20,780N/A
3/31/201782,2009,134N/A20,051N/A
12/31/201680,7368,678N/A19,691N/A
9/30/201678,6238,370N/A18,954N/A
6/30/201675,9738,129N/A19,738N/A
3/31/201675,4478,238N/A18,932N/A
12/31/201574,5108,163N/A19,485N/A
9/30/201572,9978,117N/A18,456N/A
6/30/201571,1198,713N/A18,232N/A

アナリストによる今後の成長予測

収入対貯蓄率: CMCSAの収益は今後 3 年間で減少すると予測されています (年間-11.1% )。

収益対市場: CMCSAの収益は今後 3 年間で減少すると予測されています (年間-11.1% )。

高成長収益: CMCSAの収益は今後 3 年間で減少すると予測されています。

収益対市場: CMCSAの収益は今後 3 年間で減少すると予想されています (年間-0.2% )。

高い収益成長: CMCSAの収益は今後 3 年間で減少すると予測されています (年間-0.2% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CMCSAの 自己資本利益率 は、3年後には低くなると予測されています ( 12.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 07:46
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Comcast Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird