| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 96 | 7.4x | 17.6x | Top tier | |
Growth | 20 | 0.6% | 7.1% | Bottom tier | |
Quality | 84 | 8.0% | 4.5% | Top tier | |
Safety | 56 | 2.4x | 2.6x | Around median | |
Capital Return | 84 | 5.76% | 2.15% | Top tier | |
Momentum | 14 | -22.8% | 2.3% | Bottom tier | |
Sentiment | 82 | 15 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Comcast Corporation operates through a portfolio that combines broadband connectivity, wireless services, and business solutions on one side, and media, broadcasting, studios, and theme parks on the other. Broadband remains the core product in the connectivity business, while the company expands the value of the customer relationship through Xfinity Wireless; average revenue per converged relationship reached approximately 85 dollars in Q2 fiscal 2026. In media, NBC, Telemundo, Bravo, and Peacock combine distribution and advertising revenue, while the studios add film and licensing revenue, and the theme parks generate attendance and in-destination spending revenue.
In Q2 fiscal 2026, Comcast reported revenue of 29.9 billion dollars, net income of 3.5 billion dollars, and earnings per share of 0.99 dollars, equivalent to a calculated net income margin of approximately 11.7%. Consolidated revenue increased 5% year over year on a pro forma basis adjusted to exclude Sky Germany, but adjusted earnings before interest, taxes, depreciation, and amortization declined 5%, and adjusted earnings per share were 1.04 dollars. The company generated free cash flow of 4.6 billion dollars, of which it returned 2.1 billion dollars to shareholders, including 900 million dollars in share repurchases.
The segment mix showed clear divergence in Q2 fiscal 2026: media revenue increased 25% and its earnings before interest, taxes, depreciation, and amortization rose 4%, while studio revenue increased 25%, with earnings rising by 141 million dollars, and Peacock generated earnings of 189 million dollars for the first time. By contrast, Connectivity & Platforms earnings before interest, taxes, depreciation, and amortization declined 5.8%, convergence revenue fell 3.2%, and theme park revenue increased 3% but earnings declined 5%. For fiscal 2025, revenue totaled 123.7 billion dollars, net income was 20.0 billion dollars, and earnings per share were 5.39 dollars.
The average analyst price target is 28.33 dollars, within a wide range of 23 to 36 dollars, compared with a 52-week share price range of 21.28 to 32.86 dollars; the average is approximately 13.8% below the top of the annual range, while the highest target exceeds that peak. The analyst consensus is Buy, but the absence of a price-to-earnings ratio in the underlying data and the wide range of targets require balancing cash flow and growth in wireless and Peacock against the contraction in Connectivity & Platforms earnings, weakness in theme parks, and incomplete separation details.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Revenue was 29.9 billion dollars, net income was 3.5 billion dollars, and earnings per share were 0.99 dollars in Q2 fiscal 2026. On a pro forma basis adjusted to exclude Sky Germany, revenue increased 5%, while adjusted earnings before interest, taxes, depreciation, and amortization declined 5%, and adjusted earnings per share were 1.04 dollars. Growth was supported by the World Cup through Telemundo and Peacock, as well as by the studios and wireless, while Connectivity & Platforms investments and NBA rights costs pressured earnings.
Peacock generated earnings before interest, taxes, depreciation, and amortization of 189 million dollars in Q2 fiscal 2026, marking the first time it reached profitability. Its revenue increased 54%, with distribution revenue growing by more than 50% and advertising by approximately 70%. Paid subscribers reached 48 million after adding 2 million subscribers during the quarter, but management explained on July 23, 2026 that profitability may fluctuate between quarters depending on the timing of sports and content, with year-over-year improvement expected.
Comcast added a record net 448 thousand wireless lines in Q2 fiscal 2026 and ended the period with 10.2 million lines. Wireless service revenue grew 14%, while premium unlimited plans represented approximately 30% of postpaid phone connections. However, broadband lost 167 thousand subscribers and its average revenue per user declined 3.8%, so wireless has not yet fully offset the pressure, despite management’s expectation that converting free lines to paid lines will contribute to improving trends.
Automated analysis for informational purposes only — not investment advice.
Theme park revenue increased 3% in Q2 fiscal 2026, but earnings before interest, taxes, depreciation, and amortization declined 5%. Osaka was affected by China-related travel restrictions, Beijing faced a difficult macroeconomic environment, and attendance in Orlando began to weaken in June 2026, with pressure continuing in Q3 fiscal 2026. By contrast, management said that Epic Universe continued to perform in line with its expectations, received a strong visitor response, and generated higher per-capita spending.
Management said on the July 23, 2026 call that it aims to complete the separation within approximately one year, creating two companies with strong investment-grade credit ratings and flexibility to fund growth. The teams will continue finalizing the capital structure and balance sheets during the following months, and management has not yet provided details on leverage, dividend policy, or the exchange ratio. Comcast also suspended share repurchases effective July 1, 2026 and expects them to remain suspended until the separation is completed.
The provided analyst consensus for CMCSA shares is Buy, and the average price target is 28.33 dollars. Targets range from 23 to 36 dollars, a 13-dollar range that reveals significant differences in estimates of the business trajectory. The average target is approximately 13.8% below the top of the 52-week range of 32.86 dollars, while the highest target exceeds that peak, reflecting a mix of optimism about growth in wireless and Peacock and caution regarding broadband, theme parks, and the separation.
