Array Digital Infrastructure, Inc. (AD)vsComcast Corp (CMCSA)
AD
Array Digital Infrastructure, Inc.
$35.89
-2.89%
COMMUNICATION SERVICES · Cap: $3.10B
CMCSA
Comcast Corp
$22.69
+2.10%
COMMUNICATION SERVICES · Cap: $82.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 66541% more annual revenue ($125.28B vs $187.99M). AD leads profitability with a 110.8% profit margin vs 15.0%. AD appears more attractively valued with a PEG of 1.30. AD earns a higher WallStSmart Score of 67/100 (B-).
AD
Strong Buy67
out of 100
Grade: B-
CMCSA
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AD.
Margin of Safety
+66.2%
Fair Value
$96.05
Current Price
$22.69
$73.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 111 of every $100 in revenue as profit
Revenue surging 92.8% year-over-year
Earnings expanding 909.0% YoY
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
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 4.5B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AD
The strongest argument for AD centers on P/E Ratio, Profit Margin, Revenue Growth. Profitability is solid with margins at 110.8% and operating margin at 9.7%. Revenue growth of 92.8% demonstrates continued momentum.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bear Case : AD
The primary concerns for AD are Piotroski F-Score, Altman Z-Score.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AD profiles as a growth stock while CMCSA is a value play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
AD is growing revenue faster at 92.8% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
AD scores higher overall (67/100 vs 66/100), backed by strong 110.8% margins and 92.8% revenue growth. CMCSA offers better value entry with a 66.2% margin of safety. Both earn "Strong Buy" and "Strong 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.
Array Digital Infrastructure, Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company is headquartered in Chicago, Illinois.
Visit Website →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.
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