Comcast Corp (CMCSA)vsT-Mobile US Inc (TMUS)
CMCSA
Comcast Corp
$29.02
+0.14%
COMMUNICATION SERVICES · Cap: $105.75B
TMUS
T-Mobile US Inc
$208.47
+0.91%
COMMUNICATION SERVICES · Cap: $233.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 40% more annual revenue ($123.71B vs $88.31B). CMCSA leads profitability with a 16.2% profit margin vs 12.4%. TMUS appears more attractively valued with a PEG of 0.80. CMCSA earns a higher WallStSmart Score of 62/100 (C+).
CMCSA
Buy62
out of 100
Grade: C+
TMUS
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$29.02
$7.63 discount
Margin of Safety
-236.2%
Fair Value
$66.03
Current Price
$208.47
$142.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 120.0% year-over-year
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
Growing faster than its price suggests
Generating 4.2B in free cash flow
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Distress zone — elevated risk
Elevated debt levels
Earnings declined 26.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 16.2% and operating margin at 10.8%. Revenue growth of 120.0% demonstrates continued momentum.
Bull Case : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
CMCSA profiles as a growth stock while TMUS is a value play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.78 — expect wider price swings.
CMCSA is growing revenue faster at 120.0% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
CMCSA scores higher overall (62/100 vs 60/100), backed by strong 16.2% margins and 120.0% 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 →T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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