Comcast (CMCSA)
Communication Services · Diversified media and telecommunications conglomerate
A diversified media and communications conglomerate providing cable, wireless, and streaming services to millions while producing and distributing content across television, film, and digital platforms.
What Comcast does
Comcast operates across three primary segments: Connectivity & Experiences (cable broadband, video, voice services to consumers and businesses), Content & Experiences (operating broadcast networks, cable networks, production studios, and the Peacock streaming platform), and Sky (European pay-TV and direct-to-consumer services). The company competes in highly competitive markets including traditional video distribution, wireless telecommunications, direct-to-consumer streaming, and advertising, while managing significant programming costs and subscriber losses driven by cord-cutting trends and DTC streaming competition.
Themes: ["Cord-cutting and video subscriber losses","Direct-to-consumer streaming","Content aggregation and bundling","Legacy video distribution disruption","Broadband connectivity","Wireless telecommunications competition","Advertising market sensitivity","International media (Sky)"]
Fundamentals
- Price$23.35 as of 2026-07-09 close
- Market cap$82.6B as of 2026-07-10
- 1-year return-30.1% as of 2026-07-09 close
- P/E4.39 as of 2026-07-10
- Net margin+15.0% as of 2026-07-10
- Gross margin+70.1% as of 2026-07-10
- ROE+19.8% as of 2026-07-10
- Debt / equity1.07 as of 2026-07-10
- Revenue growth (YoY)+1.4% as of 2026-07-10
- Revenue CAGR (3y)+0.6% SEC XBRL
- Beta0.66 as of 2026-07-10
Dividend: yield +5.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Accelerated cord-cutting and linear video subscriber losses driven by DTC streaming platforms and changing consumer behavior, with rising programming costs per remaining subscriber pressuring video business profitability","Intense competition from well-capitalized DTC streaming providers, telecommunications companies, wireless operators, and content aggregators offering bundled services and potentially preferential data access","Advertising revenue sensitivity to economic downturns and declining linear television viewership, combined with audience fragmentation reducing traditional network subscriber fees"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.