WallStSmart

Comcast Corp (CMCSA)vsStryker Corporation (SYK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Comcast Corp generates 393% more annual revenue ($123.71B vs $25.12B). CMCSA leads profitability with a 16.2% profit margin vs 12.9%. SYK appears more attractively valued with a PEG of 1.60. SYK earns a higher WallStSmart Score of 65/100 (C+).

CMCSA

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

SYK

Buy

65

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 9.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMCSAUndervalued (+11.4%)

Margin of Safety

+11.4%

Fair Value

$36.65

Current Price

$28.73

$7.92 discount

UndervaluedFair: $36.65Overvalued
SYKUndervalued (+16.8%)

Margin of Safety

+16.8%

Fair Value

$393.59

Current Price

$327.65

$65.94 discount

UndervaluedFair: $393.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMCSA5 strengths · Avg: 9.2/10
P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Market CapQuality
$106.47B9/10

Large-cap with strong market position

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

Free Cash FlowQuality
$5.09B8/10

Generating 5.1B in free cash flow

SYK4 strengths · Avg: 8.8/10
EPS GrowthGrowth
55.9%10/10

Earnings expanding 55.9% YoY

Market CapQuality
$125.72B9/10

Large-cap with strong market position

Operating MarginProfitability
27.2%8/10

Strong operational efficiency at 27.2%

Free Cash FlowQuality
$1.88B8/10

Generating 1.9B in free cash flow

Areas to Watch

CMCSA4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Debt/EquityHealth
1.143/10

Elevated debt levels

PEG RatioValuation
142.982/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.5%2/10

Earnings declined 52.5%

SYK3 concerns · Avg: 3.7/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : SYK

The strongest argument for SYK centers on EPS Growth, Market Cap, Operating Margin. Revenue growth of 11.4% demonstrates continued momentum.

Bear Case : CMCSA

The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.

Bear Case : SYK

The primary concerns for SYK are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

SYK carries more volatility with a beta of 0.87 — expect wider price swings.

SYK is growing revenue faster at 11.4% — sustainability is the question.

CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.

Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SYK scores higher overall (65/100 vs 62/100) and 11.4% 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.

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Stryker Corporation

HEALTHCARE · MEDICAL DEVICES · USA

Stryker Corporation is an American multinational medical technologies corporation based in Kalamazoo, Michigan. Stryker's products include implants used in joint replacement and trauma surgeries; surgical equipment and surgical navigation systems; endoscopic and communications systems; patient handling and emergency medical equipment; neurosurgical, neurovascular and spinal devices; as well as other medical device products used in a variety of medical specialties.

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