BCE Inc (BCE)vsComcast Corp (CMCSA)
BCE
BCE Inc
$24.41
+1.37%
COMMUNICATION SERVICES · Cap: $22.92B
CMCSA
Comcast Corp
$23.82
+2.10%
COMMUNICATION SERVICES · Cap: $88.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 407% more annual revenue ($125.28B vs $24.71B). BCE leads profitability with a 26.1% profit margin vs 15.0%. BCE appears more attractively valued with a PEG of 0.22. BCE earns a higher WallStSmart Score of 75/100 (B+).
BCE
Strong Buy75
out of 100
Grade: B+
CMCSA
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.3%
Fair Value
$34.81
Current Price
$24.41
$10.40 discount
Margin of Safety
+66.3%
Fair Value
$96.45
Current Price
$23.82
$72.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 27 in profit
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 21.3%
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
4.0% revenue growth
Elevated debt levels
Weak financial health signals
Earnings declined 2.9%
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BCE
The strongest argument for BCE centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 26.1% and operating margin at 21.3%. PEG of 0.22 suggests the stock is reasonably priced for its growth.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : BCE
The primary concerns for BCE are Revenue Growth, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.84 is elevated, increasing financial risk.
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 TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BCE scores higher overall (75/100 vs 64/100), backed by strong 26.1% margins. CMCSA offers better value entry with a 66.3% 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.
BCE Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
BCE Inc., a telecommunications and media company, provides wireless, wireline, Internet and television (TV) services to residential, commercial and wholesale customers in Canada. The company is headquartered in Verdun, Canada.
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.
Visit Website →Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?