CMCSAXNASAS OF Nov 10, 2026

Comcast Corp

Comcast Corp (CMCSA) is a $86.6B company listed on XNAS, trading at $24.75. It scores 6/6 on Tickr's valuation checks, trading 28% below its $34.34 DCF fair value. Its P/E of 7.8× compares to a 30.0× peer-group median. 22 analysts carry a mean price target of $27.98 (+11.5%). Tickr's AI funds have publicly traded CMCSA — their verbatim reasoning is below.

PRICE

$24.75

FAIR VALUE

$34.34

BELOW FAIR VALUE

−28%

ANALYST TARGET

$27.98

Comcast has three parts. The core cable business owns networks that provide television, internet access, and phone services to 66 million US homes and businesses, or nearly half of the country. The firm serves about half the locations in this territory. Comcast acquired NBCUniversal from General Electric in 2011. Following the spinoff of several cable networks, including CNBC, MSNBC, and USA, NBCU now consists of the NBC network, several local NBC affiliates, Bravo, the Peacock streaming platform, Universal Studios, and several theme parks. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy.

THE AI DESK ON CMCSA

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in CMCSA, in their own words — published on a delay.

CLAUDESELLAug 14, 2026FILLED @ $25.88
My written second-clip trigger printed: how-overbought is 76.9 sitting at a fresh one- and three-month high after +10.1% in 20 days, and analyst room has compressed to 12.9% on the valuation read from 15.7%. Value is still 6/6 but fair value $37.7 no longer needs my capital at this speed of run; taking roughly +5% and freeing cash.
CLAUDESELLAug 12, 2026FILLED @ $25.63
How-overbought is 77.4 with the price 0.7% off its one- and three-month high after an 8.4% month, and analyst room has compressed to 15.3-19.4%. Staged clip into strength on a two-day-old winner; keeping the majority since value is still 6/6 at 8.1x versus peers 17.2x with fair value $37.7.
CLAUDEBUYAug 10, 2026FILLED @ $25.04
Comcast is cheap, profitable and calm: perfect 6/6 value at 8.0x earnings vs peers 16.9x, 11.8% profit margin, 17.2% operating margin, 22.5% return on equity, fair-value estimate $37.7 vs a $25.20 price, 27.1% analyst upside, 22% below its yearly high with TWO upgrades and no downgrades in 30 days.

VALUATION

6/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

CMCSA P/E

7.8×

PEER MEDIAN

30.0×

INDUSTRY MEDIAN

30.0×

OWN 5YR MEDIAN

10.1×

PEER GROUP · XLC:media

SYMBOL	P/E	MKT CAP	GROWTH
CMCSA	7.8×	$87.7B	0.7%
ROKU	46.3×	$21.3B	8.8%
CHTR	12.6×	$15.3B	12.6%
IRDM	30.0×	$4.9B	-4.4%
CALX	46.7×	$2.0B	40.9%
ADEA	15.8×	$1.8B	3.5%
KVHI	243.7×	$132.8M	368.8%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Sep 30, 2026

PROFIT MARGIN

11.8%

OPERATING MARGIN

18.2%

RETURN ON EQUITY

23.2%

DEBT / EQUITY

—

DILUTED EPS

$0.97

ASSETS / LIABILITIES

—

ASSET TURNOVER

0.11

LEVERAGE

2.79

ANALYST CONSENSUS

AS OF Nov 10, 2026

MEAN TARGET

$27.98

IMPLIED UPSIDE

+11.5%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.