Comcast Corp (CMCSA)vsGE Aerospace (GE)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
GE
GE Aerospace
$296.56
+2.04%
INDUSTRIALS · Cap: $306.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 170% more annual revenue ($123.71B vs $45.85B). GE leads profitability with a 19.0% profit margin vs 16.2%. GE appears more attractively valued with a PEG of 4.94. GE earns a higher WallStSmart Score of 65/100 (C+).
CMCSA
Buy62
out of 100
Grade: C+
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.73
$7.92 discount
Margin of Safety
+21.3%
Fair Value
$376.74
Current Price
$296.56
$80.18 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
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
17.6% revenue growth
Earnings expanding 37.4% YoY
Generating 1.8B in free cash flow
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Premium valuation, high expectations priced in
Trading at 16.7x book value
Distress zone — elevated risk
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 : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CMCSA profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 17.6% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 62/100), backed by strong 19.0% margins and 17.6% revenue growth. 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.
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 →GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?