Comcast (CMCSA) 주식 개요
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Comcast
63.0% 저평가 내재 할인율
Broadband Giant is Significantly Undervalued
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Published 14 Dec 2023
Comcast Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$25.20 |
| 52주 최고가 | US$33.15 |
| 52주 최저가 | US$21.28 |
| 베타 | 0.66 |
| 1개월 변동 | -3.74% |
| 3개월 변동 | 5.13% |
| 1년 변동 | -23.78% |
| 3년 변동 | -44.42% |
| 5년 변동 | -55.87% |
| IPO 이후 변동 | 18,803.02% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 26
CMCSA: NBCUniversal Spin Off And Broadband Competition Will Shape Future Earnings Power
Comcast's analyst price target has been reduced by about $1.80 to roughly $30, as analysts factor in softer revenue growth assumptions, slightly higher profit margins, a modestly reduced discount rate, and a lower future P/E multiple following recent sector updates and company specific research. Analyst Commentary Recent research on Comcast shows a mix of optimism and caution as analysts adjust price targets and ratings following the latest Q2 results, broadband trends, and the announced NBC Universal spin off plan.Seeking Alpha • Aug 25
Comcast: Cheap For A Reason As Broadband Pressures Persist
Summary Comcast trades at a deeply discounted 8.9x forward P/E, reflecting market caution over broadband weakness and structural headwinds. CMCSA’s main broadband segment is under pressure from 5G/fiber competition, with Q2 losses of 167k internet and 280k cable TV customers. Peacock streaming achieved EBITDA profitability and 54% revenue growth, while mobile lines surged to 10.2 million, partially offsetting legacy declines. High $90B debt, rising capex, and the planned NBCUniversal/Sky separation heighten uncertainty, justifying the current valuation discount despite strong cash flows. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Aug 26
CMCSA: NBCUniversal Spin Off And Broadband Competition Will Shape Future Earnings Power
Comcast's analyst price target has been reduced by about $1.80 to roughly $30, as analysts factor in softer revenue growth assumptions, slightly higher profit margins, a modestly reduced discount rate, and a lower future P/E multiple following recent sector updates and company specific research. Analyst Commentary Recent research on Comcast shows a mix of optimism and caution as analysts adjust price targets and ratings following the latest Q2 results, broadband trends, and the announced NBC Universal spin off plan.Seeking Alpha • Aug 25
Comcast: Cheap For A Reason As Broadband Pressures Persist
Summary Comcast trades at a deeply discounted 8.9x forward P/E, reflecting market caution over broadband weakness and structural headwinds. CMCSA’s main broadband segment is under pressure from 5G/fiber competition, with Q2 losses of 167k internet and 280k cable TV customers. Peacock streaming achieved EBITDA profitability and 54% revenue growth, while mobile lines surged to 10.2 million, partially offsetting legacy declines. High $90B debt, rising capex, and the planned NBCUniversal/Sky separation heighten uncertainty, justifying the current valuation discount despite strong cash flows. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 12
CMCSA: Planned Media Spin And Broadband Pivot Will Drive Future Rebound
Comcast's updated analyst model now points to a fair value of about $41, down from roughly $43. Analysts are factoring in softer revenue growth expectations, a slightly higher discount rate, and recent price target cuts that reflect caution around broadband trends and the timing of its turnaround plan.
내러티브 업데이트 • Jul 29
CMCSA: Broadband Pricing Reset Will Weigh On Returns After Media Spin Off
Comcast's updated analyst price target has moved from $22.22 to $21.00 as analysts weigh slower broadband trends, a more conservative future P/E multiple near 8.54, and modestly firmer profit margin expectations against ongoing competitive and execution risks. Analyst Commentary Recent research on Comcast highlights a cautious tone from several bearish analysts.내러티브 업데이트 • Jul 15
CMCSA: NBCUniversal Spin Off Will Reshape Connectivity Earnings Power
Comcast's updated analyst price target edges down by about $1 per share to reflect slightly lower fair value estimates and softer revenue growth assumptions, partly offset by firmer margin expectations and a modestly lower forward P/E, as analysts factor in intensifying broadband competition from SpaceX's Starlink and mixed views on the NBC Universal spin-off. Analyst Commentary Recent research on Comcast highlights a split in opinion, with some bullish analysts focusing on value creation from the NBC Universal spin off and others more cautious about broadband competition and execution.내러티브 업데이트 • Jun 30
CMCSA: Broadband Pricing Reset Will Restrain Returns Despite NBCUniversal Spin Off
The analyst fair value estimate for Comcast has been revised modestly higher to about $22.22 per share from roughly $21.50, reflecting fresh Buy ratings and higher $31 to $32 price targets tied to the planned NBCUniversal spin-off and renewed focus on the broadband business. Analyst Commentary Recent research on Comcast highlights a mix of renewed optimism around the planned NBCUniversal spin off and lingering caution around broadband growth, competition, and earnings visibility.내러티브 업데이트 • Jun 16
CMCSA: Future Returns Will Be Dragged By Broadband Reset And Starlink Competition
Analysts have trimmed Comcast's fair value estimate from $23.28 to $21.50 per share and reduced future P/E expectations, citing broadband pricing resets, rising competition in internet access, and what they describe as limited earnings visibility, despite slightly firmer profit margin assumptions. Analyst Commentary Recent research has highlighted a more cautious tone around Comcast, with several bearish analysts flagging risks tied to broadband trends, competitive pressures, and valuation.내러티브 업데이트 • Jun 02
CMCSA: Broadband Quality And Sports Rights Reset Will Shape Future Earnings Power
Analysts have nudged Comcast's implied price target higher by a low single digit dollar amount. They cite a modestly higher assumed future P/E multiple and a slightly higher discount rate, which together reflect a more balanced view of the stock's risk and valuation profile.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...주주 수익률
| CMCSA | US Telecom | US 시장 | |
|---|---|---|---|
| 7D | -4.9% | 1.7% | -0.9% |
| 1Y | -23.8% | -0.7% | 13.9% |
수익률 대 산업: CMCSA은 지난 1년 동안 -0.7%의 수익을 기록한 US Telecom 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CMCSA은 지난 1년 동안 13.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| CMCSA volatility | |
|---|---|
| CMCSA Average Weekly Movement | 5.1% |
| Telecom Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: CMCSA는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CMCSA의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1963 | 179,000 | Brian Roberts | corporate.comcast.com |
컴캐스트는 전 세계에서 미디어 및 기술 회사로 운영되고 있습니다. 이 회사는 주거용 연결 및 플랫폼, 비즈니스 서비스 연결, 미디어, 스튜디오 및 테마파크 부문을 통해 운영됩니다. 주거용 연결 및 플랫폼 부문은 주거용 광대역 및 무선 연결 서비스, 주거용 및 비즈니스 비디오 서비스, 스카이 브랜드 엔터테인먼트 텔레비전 네트워크 및 광고를 제공합니다.
Comcast Corporation 기초 지표 요약
| CMCSA 기초 통계 | |
|---|---|
| 시가총액 | US$89.43b |
| 순이익 (TTM) | US$11.20b |
| 매출 (TTM) | US$124.90b |
8.0x
주가수익비율(P/E)0.7x
주가매출비율(P/S)CMCSA는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CMCSA 손익계산서 (TTM) | |
|---|---|
| 매출 | US$124.90b |
| 매출원가 | US$38.23b |
| 총이익 | US$86.67b |
| 기타 비용 | US$75.47b |
| 순이익 | US$11.20b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.16 |
| 총이익률 | 69.39% |
| 순이익률 | 8.97% |
| 부채/자본 비율 | 100.5% |
CMCSA의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Comcast 배당 일정 | |
|---|---|
| 배당락일 | Oct 07 2026 |
| 배당 지급일 | Oct 28 2026 |
| 배당락일까지 남은 일수 | 23 days |
| 배당 지급일까지 남은 일수 | 44 days |
CMCSA는 안정적으로 배당을 지급합니까?
CMCSA 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 04:28 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Comcast Corporation는 51명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |