The Allstate Corporation (ALL)vsComcast Corp (CMCSA)
ALL
The Allstate Corporation
$213.15
-0.24%
FINANCIAL SERVICES · Cap: $54.87B
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 84% more annual revenue ($125.28B vs $68.17B). ALL leads profitability with a 17.8% profit margin vs 15.0%. ALL appears more attractively valued with a PEG of 2.62. ALL earns a higher WallStSmart Score of 77/100 (B+).
ALL
Strong Buy77
out of 100
Grade: B+
CMCSA
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ALL.
Margin of Safety
+69.5%
Fair Value
$106.51
Current Price
$25.40
$81.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Earnings expanding 338.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 4.5B in free cash flow
Areas to Watch
3.0% revenue growth
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ALL
The strongest argument for ALL centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 19.0%.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : ALL
The primary concerns for ALL are Revenue Growth, PEG Ratio.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CMCSA carries more volatility with a beta of 0.69 — expect wider price swings.
CMCSA is growing revenue faster at 5.3% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALL scores higher overall (77/100 vs 64/100), backed by strong 17.8% margins. CMCSA offers better value entry with a 69.5% margin of safety. Both earn "Strong 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.
The Allstate Corporation
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Allstate Corporation is an American insurance company, headquartered in Northfield Township, 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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