A Look At Comcast (CMCSA) Valuation After Recent Share Price Moves And Mixed Return Trends

Simply Wall St.01-08

Advertisement Comcast (CMCSA) is back on investor radar after recent trading left the stock at $27.90, with returns mixed over different time frames, including a 1 day gain alongside declines over the...

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This suggests momentum has been fading...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4566":"资本集团","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","BK4507":"流媒体概念","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4534":"瑞士信贷持仓","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","BK4598":"佩洛西持仓","BK4100":"有线和卫星","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","CMCSA":"康卡斯特","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4581":"高盛持仓","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"translate_title":"近期股价走势和混合回报趋势后看看康卡斯特(CMCSA)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CMCSA":1.5},"content_text":"Advertisement Comcast (CMCSA) is back on investor radar after recent trading left the stock at $27.90, with returns mixed over different time frames, including a 1 day gain alongside declines over the past 3 months and year. See our latest analysis for Comcast. The latest 1 day share price return of 1.75% sits against a weaker trend, with a 30 day share price gain of 4.69%, a year to date share price return of 5.55% and a 1 year total shareholder return of 17.54%. This suggests momentum has been fading rather than building. If Comcast’s recent moves have you reassessing your watchlist, this could be a good moment to broaden your view and look at fast growing stocks with high insider ownership. With Comcast’s share price well below some analyst estimates, a mixed record of recent returns and modest revenue growth, the real question is whether you are seeing undervaluation or a stock where the market already prices in future growth. Most Popular Narrative: 17.8% Undervalued With Comcast last closing at $27.90 and the most followed narrative pointing to a fair value of about $33.93, the gap between price and narrative valuation is clear and sets up a very specific earnings story.  The accelerated scale and monetization of Peacock, supported by robust content (including expanded live sports such as the NBA and Olympics, price increases, and exclusive originals), is allowing Comcast to capture growth from the structural migration to streaming and digital media consumption, with improving unit economics expected to drive positive impacts on both recurring revenue and net margins.  Read the complete narrative. Want to see what underpins that valuation gap? The narrative leans on modest revenue growth, thinner margins ahead, and a future earnings multiple that still tops today’s. Curious which assumptions really carry the model, and how a sub 8% discount rate shapes that US$33.93 fair value? Result: Fair Value of $33.93 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the narrative could be knocked off course if broadband competition keeps pressuring subscribers and ARPU, or if higher sports and content costs continue to squeeze media margins. Find out about the key risks to this Comcast narrative.  Build Your Own Comcast Narrative If you are not fully on board with this view, or simply enjoy testing the numbers yourself, you can develop a custom thesis in minutes by starting with Do it your way. A great starting point for your Comcast research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If Comcast is already on your radar, do not stop there. Broaden your opportunity set and see what else could sharpen your portfolio decisions.  Spot potential turnaround candidates early by scanning these 3545 penny stocks with strong financials that pair low share prices with relatively solid financial profiles. Target long term growth themes by tracking these 26 AI penny stocks tied to artificial intelligence trends that many investors are watching closely. Hunt for possible mispricings by reviewing these 884 undervalued stocks based on cash flows where current prices sit below what their cash flows might support.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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