Comcast Corp (CMCSA)vsVEON Ltd (VEON)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
VEON
VEON Ltd
$48.79
+1.10%
COMMUNICATION SERVICES · Cap: $3.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 2827% more annual revenue ($123.71B vs $4.23B). CMCSA leads profitability with a 16.2% profit margin vs 15.2%. VEON appears more attractively valued with a PEG of 2.23. VEON earns a higher WallStSmart Score of 68/100 (B-).
CMCSA
Buy62
out of 100
Grade: C+
VEON
Strong Buy68
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
+91.3%
Fair Value
$634.61
Current Price
$48.79
$585.82 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
Attractively priced relative to earnings
Every $100 of equity generates 47 in profit
Reasonable price relative to book value
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Expensive relative to growth rate
Weak financial health signals
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. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bull Case : VEON
The strongest argument for VEON centers on P/E Ratio, Return on Equity, Price/Book. Profitability is solid with margins at 15.2% and operating margin at 14.1%.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : VEON
The primary concerns for VEON are PEG Ratio, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CMCSA profiles as a value stock while VEON is a mature play — different risk/reward profiles.
VEON carries more volatility with a beta of 1.58 — expect wider price swings.
VEON is growing revenue faster at 7.5% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
VEON scores higher overall (68/100 vs 62/100), backed by strong 15.2% margins. 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 →VEON Ltd
COMMUNICATION SERVICES · TELECOM SERVICES · USA
VEON Ltd., provides fixed line and mobile telecommunications services. The company is headquartered in Amsterdam, the Netherlands.
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