Comcast (CMCSA)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
$23.22+4.27%
Close 2026-10-30 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
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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 under pressure — Sustain positive revenue growth: Comparison needs review.
View ThesisRevenue is contracting — down about 0% 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 rests on broadband and wireless investment, but broadband pressure weighs on shrinking revenue. Third-quarter revenue fell 6.1% year over year, despite an earnings beat. It trades at 6× P/E versus a 17× peer median; expectations look modest versus our view. Broadband losses threaten the core growth objective, and the thesis flags an unverified comparison. Our model puts next-quarter miss probability near 19%. Peer multiples imply a price about 28% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. 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 Oct 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 12 valuation methods, at three horizons. As of 2026-10-30. 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
Deepening broadband losses threaten a core growth business; job cuts and a large charge signal pressure.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $23.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $23.22.
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.
Large separation-related charge affects near-term reported earnings, while the mid-2027 target provides execution context.
Threatens: Invest in core growth businesses including broadband and wireless
Broadband subscriber losses pressure a core growth objective despite earnings beating estimates.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
World Cup and Odyssey boosted results, supporting content and experiences despite revenue downturn.
A $213 million patent verdict creates meaningful legal and financial exposure.
Threatens: Invest in core growth businesses including broadband and wireless
KeyBanc flags intensifying broadband competition, directly pressuring a core growth objective.
Analyst downgrades indicate potential growth concerns.
Threatens: Invest in core growth businesses including broadband and wireless
KeyBanc ties its downgrade to broadband share losses, a material core-business headwind.
