Comcast Corp (CMCSA)vsCanadian Natural Resources Ltd (CNQ)
CMCSA
Comcast Corp
$28.33
-1.36%
COMMUNICATION SERVICES · Cap: $106.47B
CNQ
Canadian Natural Resources Ltd
$50.09
+2.92%
ENERGY · Cap: $101.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 219% more annual revenue ($123.71B vs $38.76B). CNQ leads profitability with a 27.9% profit margin vs 16.2%. CNQ appears more attractively valued with a PEG of 3.42. CNQ earns a higher WallStSmart Score of 67/100 (B-).
CMCSA
Buy62
out of 100
Grade: C+
CNQ
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.33
$8.32 discount
Margin of Safety
+76.8%
Fair Value
$175.50
Current Price
$50.09
$125.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 5.1B in free cash flow
Revenue surging 150.0% year-over-year
Earnings expanding 372.3% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bull Case : CNQ
The strongest argument for CNQ centers on Revenue Growth, EPS Growth, Market Cap. Profitability is solid with margins at 27.9% and operating margin at 19.6%. Revenue growth of 150.0% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : CNQ
The primary concerns for CNQ are PEG Ratio.
Key Dynamics to Monitor
CMCSA profiles as a value stock while CNQ is a growth play — different risk/reward profiles.
CNQ carries more volatility with a beta of 1.06 — expect wider price swings.
CNQ is growing revenue faster at 150.0% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
CNQ scores higher overall (67/100 vs 62/100), backed by strong 27.9% margins and 150.0% revenue growth. 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.
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 →Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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