Comcast Corp (CMCSA)vsValmont Industries Inc (VMI)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
VMI
Valmont Industries Inc
$510.55
+0.27%
INDUSTRIALS · Cap: $9.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 2909% more annual revenue ($125.28B vs $4.16B). CMCSA leads profitability with a 15.0% profit margin vs 8.9%. VMI appears more attractively valued with a PEG of 1.59. CMCSA earns a higher WallStSmart Score of 64/100 (C+).
CMCSA
Buy64
out of 100
Grade: C+
VMI
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$106.51
Current Price
$25.40
$81.11 discount
Margin of Safety
-71.5%
Fair Value
$278.61
Current Price
$510.55
$231.94 premium
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 4.5B in free cash flow
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Earnings expanding 27.5% YoY
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : VMI
The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
VMI carries more volatility with a beta of 1.36 — expect wider price swings.
VMI is growing revenue faster at 6.2% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMCSA scores higher overall (64/100 vs 60/100). 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 →Valmont Industries Inc
INDUSTRIALS · CONGLOMERATES · USA
Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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