Comcast Corp (CMCSA)vsAT&T Inc. (T)
CMCSA
Comcast Corp
$22.91
-3.46%
COMMUNICATION SERVICES · Cap: $89.43B
T
AT&T Inc.
$25.42
+0.04%
COMMUNICATION SERVICES · Cap: $178.57B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc. generates 2% more annual revenue ($127.24B vs $124.90B). T leads profitability with a 16.9% profit margin vs 9.0%. T appears more attractively valued with a PEG of 1.55. T earns a higher WallStSmart Score of 68/100 (B-).
CMCSA
Buy58
out of 100
Grade: C
T
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.3%
Fair Value
$93.74
Current Price
$22.91
$70.83 discount
Margin of Safety
+6.1%
Fair Value
$27.74
Current Price
$25.41
$2.32 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
Attractively priced relative to earnings
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 24.8%
Generating 5.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Expensive relative to growth rate
2.3% revenue growth
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : T
The strongest argument for T centers on P/E Ratio, Market Cap, Price/Book. Profitability is solid with margins at 16.9% and operating margin at 24.8%.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Bear Case : T
The primary concerns for T are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
T is growing revenue faster at 2.3% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
T scores higher overall (68/100 vs 58/100), backed by strong 16.9% margins. CMCSA offers better value entry with a 65.3% 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 →AT&T Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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