Comcast Corp (CMCSA)vsSouthern Copper Corporation (SCCO)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
SCCO
Southern Copper Corporation
$165.49
+3.51%
BASIC MATERIALS · Cap: $131.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 822% more annual revenue ($123.71B vs $13.42B). SCCO leads profitability with a 32.3% profit margin vs 16.2%. SCCO appears more attractively valued with a PEG of 5.41. SCCO earns a higher WallStSmart Score of 65/100 (B-).
CMCSA
Buy62
out of 100
Grade: C+
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.73
$7.92 discount
Margin of Safety
+13.4%
Fair Value
$243.36
Current Price
$165.49
$77.87 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
Every $100 of equity generates 43 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 54.5%
Revenue surging 39.0% year-over-year
Earnings expanding 60.4% YoY
Large-cap with strong market position
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 12.4x book value
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 : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.3% and operating margin at 54.5%. Revenue growth of 39.0% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : SCCO
The primary concerns for SCCO are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
CMCSA profiles as a value stock while SCCO is a growth play — different risk/reward profiles.
SCCO carries more volatility with a beta of 1.08 — expect wider price swings.
SCCO is growing revenue faster at 39.0% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 62/100), backed by strong 32.3% margins and 39.0% 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 →Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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