Comcast Corp

Comcast Corp(CMCSA)の株式分析

$22.080

-0.276 (-1.25%)終値時点

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高値
22.130
始値
21.940
出来高加重平均価格
21.93
出来高
40.20M
時価総額
150.20B
安値
21.575
売買代金
881.55M
EV/EBITDA(TTM)
4.46

Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe.

corporate.comcast.com

AI分析 of Comcast Corp (CMCSA)

中立

Comcast Corp (CMCSA) is currently trading at $21.90, which is below multiple analyst price targets, indicating potential upside. However, the forward P/E ratio is low at 5.93, suggesting the stock is undervalued, but risks remain due to a declining gross margin of 53.11% and a concerning debt-to-equity ratio of 100.68%.

アナリスト評価(31)

上値余地 +51.49%
買い
30 買い
1 中立
0 売り
現在: 22.08
安値
23.00
平均
33.45
高値
53.00

Scotiabank

2026-10-02

目標株価

$29

Sector Perform

Barclays

2026-09-29

目標株価

$24

Equal Weight

Morgan Stanley

2026-09-28

目標株価

$27

Equal Weight

KeyBanc

2026-09-25

目標株価

$18

アンダーウェイト

KeyBanc

2026-09-24

目標株価

$18

アンダーウェイト

バリュエーション指標

Comcast Corp(CMCSA)の現在の予想PERは5.93で、5年平均は9.53です。

予想PER

割安
5年平均 P/E
9.53
現在のP/E
5.93
割高
11.59
割安
7.48

予想EV/EBITDA

割安
5年平均 EV/EBITDA
6.56
現在のEV/EBITDA
4.46
割高
7.67
割安
5.46

予想PSR

割安
5年平均 P/S
1.24
現在のP/S
0.66
割高
1.56
割安
0.92

Alphio AI による CMCSA の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%CMCSA

$42.87

シナリオ価格

基

基本

基本 · 50%CMCSA

$38.14

シナリオ価格

弱

弱気

弱気 · 25%CMCSA

$30.56

シナリオ価格

CMCSA を保有するクジラ

C

Cbus Industry Superannuation Fund

+ を保有CMCSA

+12.14%

3か月リターン

S

Scharf Investments, LLC

+ を保有CMCSA

+9.57%

3か月リターン

A

Advisors Asset Management, Inc.

+ を保有CMCSA

+8.83%

3か月リターン

H

Hotchkis and Wiley Capital Management, LLC

+ を保有CMCSA

+8.75%

3か月リターン

A

AE Wealth Management, LLC

+ を保有CMCSA

+7.66%

3か月リターン

S

South Dakota Investment Council

+ を保有CMCSA

+7.44%

3か月リターン

イベントタイムライン

2026-10-21 (ET)

19:00:00

Comcast Plans Job Cuts to Overhaul Business

14:30:00

Morgan Stanley Cuts Comcast Price Target to $27

2026-10-09 (ET)

12:00:00

Tech Stock Rebound Boosts Major Averages

2026-10-08 (ET)

17:00:00

SpaceX Acquires Low-Band Spectrum License, Telecom Stocks Plummet

15:00:00

Disney in Talks with Studios for Infinity Vision Brand

ニュース

CMCSA のよくある質問 — Alphio AI が回答

Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe. It operates in the Technology sector (CABLE AND OTHER PAY TELEVISION SERVICES industry).

Comcast Corp (CMCSA) is currently trading at $21.90, which is below multiple analyst price targets, indicating potential upside. However, the forward P/E ratio is low at 5.93, suggesting the stock is undervalued, but risks remain due to a declining gross margin of 53.11% and a concerning debt-to-equity ratio of 100.68%.

31 analysts cover CMCSA: 30 rate it Buy, 1 Hold and 0 Sell. The average price target is 33.45.

コミュニティ

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0xNetviper2026/9/25

$CMCSA Throughout the years I have made good money on a "melting ice cube" type company. This name would certainly fit that description. I'd argue that the discount that is offered by having all these assets under one umbrella is masking the value. We already know the spinoff is happening. We know that the 19.9% to the parent company is allowing them to monetize it tax free. We know the share buybacks have been paused taking away the floor in the stock. This creates the opportunity in the interim. They are pausing buybacks to pay down debt. It's not a trivial amount. They spent 6.8b in 2025. The debt pay down is well underway and will accelerate in coming quarters. Net debt is down 13 billion in the first half of '26. Progress is being made quickly.

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