Comcast Corp (CMCSA)vsYum! Brands Inc (YUM)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
YUM
Yum! Brands Inc
$159.16
-0.17%
CONSUMER CYCLICAL · Cap: $44.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 1406% more annual revenue ($123.71B vs $8.21B). YUM leads profitability with a 19.0% profit margin vs 16.2%. YUM appears more attractively valued with a PEG of 1.96. CMCSA earns a higher WallStSmart Score of 62/100 (C+).
CMCSA
Buy62
out of 100
Grade: C+
YUM
Buy59
out of 100
Grade: C
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
+38.8%
Fair Value
$259.74
Current Price
$159.16
$100.58 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
Strong operational efficiency at 31.9%
Earnings expanding 27.7% YoY
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Expensive relative to growth rate
Moderate valuation
ROE of 0.0% — below average capital efficiency
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. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bull Case : YUM
The strongest argument for YUM centers on Operating Margin, EPS Growth. Profitability is solid with margins at 19.0% and operating margin at 31.9%.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : YUM
The primary concerns for YUM are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
CMCSA profiles as a value stock while YUM is a mature play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.78 — expect wider price swings.
YUM is growing revenue faster at 6.5% — 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 59/100), backed by strong 16.2% margins. YUM offers better value entry with a 38.8% margin of safety. 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 →Yum! Brands Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Yum! Brands, Inc. is an American fast food corporation listed on the Fortune 1000. Yum! operates the brands KFC, Pizza Hut, Taco Bell, The Habit Burger Grill, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China.
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