Comcast Corporation Class A Common Stock Ex-Distribution When Issued (CMCSV)
ValueMarkers Composite Index
81% below intrinsic value ($148)
Comcast Corporation Class A Common Stock Ex-Distribution When Issued (CMCSV) — VMCI valuation read
Comcast Corporation Class A Common Stock Ex-Distribution When Issued (CMCSV) carries a VMCI composite of 65/100, 15 points above the Consumer Cyclical sector median of 50. Among mid-cap names, that gap places CMCSV in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The CMCSV insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads CMCSV trades at 20.0x earnings, 11% above the Consumer Cyclical median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Consumer Cyclical 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Consumer Cyclical median (10.0%). Risk: net debt to EBITDA of 3.2x is the binding constraint on the bear case, the line to track on Comcast Corporation Class A Common Stock Ex-Distribution When Issued's next 10-Q.
CMCSV fell 1.9% over the trailing 7 days, with a -7.7% read on a 30-day basis.
Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.
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