Comcast (CMCSA)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
$24.42-1.85%
Close 2026-09-15 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
Research Workspace
Put CMCSA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Sustain positive revenue growth: rev -1.2% vs 3.0%.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 19%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCMCSA must sustain positive revenue growth to justify its current valuation. Revenue declined 1.2% year over year, despite a recent earnings beat. It trades at 6.6× P/E versus a peer median of 17×, indicating a significant valuation gap. The price reflects less growth than forecasted, suggesting expectations are modest. A primary risk is the potential for guidance cuts, which could lead to further downward pressure on estimates. Peer multiples imply a price about 26% above where it trades. This read is provisional; the thesis has broken due to the revenue decline.
Trailing returns as of 2026-09-15. CMCSA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering CMCSA (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CMCSA in the last 4 months.
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Compare CMCSA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CMCSA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communication Services (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CMCSA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Invest in core growth businesses including broadband and wireless
Stock price target cut indicates concerns over broadband performance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $24.42
The last 12 months of price, then the range of analyst 12-month targets from today’s $24.42.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Invest in core growth businesses including broadband and wireless
Intensified competition may hinder broadband and wireless growth.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
Split enhances flexibility for growth in Content & Experiences.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
Faster decision-making supports content segment growth.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
Momentum in Peacock indicates positive content growth.
Threatens: Invest in core growth businesses including broadband and wireless
Continued user losses signal potential issues in core business.
Threatens: Invest in core growth businesses including broadband and wireless
CFO's comments on pricing impact capital allocation strategy.
Threatens: Invest in core growth businesses including broadband and wireless
Broadband repricing concerns could impact growth objectives.
