Array Digital Infrastructure, Inc. (AD)vsComcast Corp (CMCSA)
AD
Array Digital Infrastructure, Inc.
$34.49
0.00%
COMMUNICATION SERVICES · Cap: $3.08B
CMCSA
Comcast Corp
$21.91
-0.99%
COMMUNICATION SERVICES · Cap: $80.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 58395% more annual revenue ($124.90B vs $213.53M). AD leads profitability with a 250.8% profit margin vs 9.0%. CMCSA appears more attractively valued with a PEG of 2.39. AD earns a higher WallStSmart Score of 61/100 (C+).
AD
Buy61
out of 100
Grade: C+
CMCSA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AD.
Margin of Safety
+65.3%
Fair Value
$93.74
Current Price
$21.91
$71.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 251 of every $100 in revenue as profit
Revenue surging 89.5% year-over-year
Earnings expanding 1051.0% YoY
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : AD
The strongest argument for AD centers on P/E Ratio, Profit Margin, Revenue Growth. Profitability is solid with margins at 250.8% and operating margin at -12.5%. Revenue growth of 89.5% demonstrates continued momentum.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : AD
The primary concerns for AD are Piotroski F-Score, PEG Ratio, Free Cash Flow.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
AD profiles as a growth stock while CMCSA is a value play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
AD is growing revenue faster at 89.5% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
AD scores higher overall (61/100 vs 58/100), backed by strong 250.8% margins and 89.5% revenue growth. CMCSA offers better value entry with a 65.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Array Digital Infrastructure, Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company is headquartered in Chicago, Illinois.
Visit Website →Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
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