Alex Sirois
Tue, May 26, 2026 astatine 8:46 AM CDT 4 min read
Quick Read
-
Comcast (CMCSA) trades astatine a trailing P/E of 5 and guardant P/E of 8 with a 5.26% dividend yield, portion returning $12.05B to shareholders done dividends and buybacks that retired 42M shares successful Q1 2026.
-
Rising Treasury yields are compressing banal multiples crossed the market, making Comcast’s fortress free-cash-flow illustration and utility-like currency procreation progressively charismatic to value-conscious investors contempt structural headwinds successful accepted broadband and video segments.
-
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Comcast didn't marque the cut. Grab the names FREE today.
When a hawkish cardinal slope pushes risk-free yields higher, modular banal multiples compress successful lockstep. With the 10-year Treasury output sitting astatine 4.57%, paying premium multiples for unproven media models is an implicit fool's errand. Value-conscious portfolios request monolithic user anchors that dainty their currency travel similar a utility, and 1 planetary connectivity titan trading nether $30 has been thoroughly bashed by the Street, creating a profoundly asymmetric introduction point. Value-conscious portfolios request to filter for monolithic user anchors that dainty their currency travel similar a utility.
With that successful mind, present is 1 banal nether $30 that combines a fortress free-cash-flow profile, a increasing dividend, and an assertive buyback programme that softly compounds shareholder worth twelvemonth aft year.
Comcast (NASDAQ: CMCSA)
Comcast (NASDAQ:CMCSA) is simply a diversified connectivity and media conglomerate that operates Xfinity broadband, Comcast Business, Sky, NBCUniversal, Peacock, and the Universal taxable parks, including the recently opened Epic Universe.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Comcast didn't marque the cut. Grab the names FREE today.
Shares presently commercialized adjacent $25. The banal present sits adjacent its 52-week debased of $23.58, good beneath the 200-day moving mean of $28.55. For retail investors, that pullback puts a $90 cardinal cablegram and media titan successful the discount bin.
The fundamentals look astir retired of spot astatine this price. Comcast trades astatine a trailing P/E of 5 and a guardant P/E of 8, with an EV/EBITDA of 3.92 and a instrumentality connected equity of 20.9%. The dividend yields 5.26% connected a $1.32 yearly payout, supplemented by a $1.6228 peculiar dividend paid successful January 2026. Wall Street's mean terms people of $32.74 implies meaningful upside from existent levels.
The bull lawsuit is the currency flow. In fiscal 2025, Comcast generated $33.64 cardinal successful operating currency travel against $11.75 cardinal successful capex, producing grounds escaped currency travel the institution is funneling consecutive backmost to owners. Dividends positive buybacks reached $12.05 cardinal successful 2025, and absorption returned different $2.5 cardinal successful Q1 2026, including $1.3 cardinal successful buybacks that retired 42 cardinal shares. The operating communicative is besides turning: home broadband nett losses narrowed to 65,000 from 183,000 a twelvemonth earlier, wireless added a grounds 435,000 lines, Peacock reached 46 cardinal paid subscribers, and Theme Parks gross grew 24.2% connected Epic Universe.

2 hours ago
1





English (CA) ·
English (US) ·
Spanish (MX) ·