Comcast Corp (CMCSA)vsAlphabet Inc Class C (GOOG)
CMCSA
Comcast Corp
$26.41
-2.90%
COMMUNICATION SERVICES · Cap: $90.74B
GOOG
Alphabet Inc Class C
$337.71
-0.41%
COMMUNICATION SERVICES · Cap: $4.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 257% more annual revenue ($445.87B vs $124.90B). GOOG leads profitability with a 54.8% profit margin vs 9.0%. GOOG appears more attractively valued with a PEG of 0.93. GOOG earns a higher WallStSmart Score of 77/100 (B+).
CMCSA
Buy56
out of 100
Grade: C
GOOG
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.6%
Fair Value
$94.47
Current Price
$26.41
$68.06 discount
Margin of Safety
+27.9%
Fair Value
$473.97
Current Price
$337.71
$136.26 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
Generating 5.2B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Key Dynamics to Monitor
CMCSA profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.24 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (77/100 vs 56/100), backed by strong 54.8% margins and 24.2% revenue growth. CMCSA offers better value entry with a 65.6% 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.
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 →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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