Cable One Inc (CABO)vsComcast Corp (CMCSA)
CABO
Cable One Inc
$91.38
-2.51%
COMMUNICATION SERVICES · Cap: $535.68M
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 8139% more annual revenue ($123.71B vs $1.50B). CMCSA leads profitability with a 16.2% profit margin vs -23.7%. CABO appears more attractively valued with a PEG of 5.11. CMCSA earns a higher WallStSmart Score of 62/100 (C+).
CABO
Buy56
out of 100
Grade: C
CMCSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CABO.
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.73
$7.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 91.5% YoY
Strong operational efficiency at 25.1%
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 5.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Revenue declined 6.1%
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CABO
The strongest argument for CABO centers on Price/Book, EPS Growth, Operating Margin.
Bull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bear Case : CABO
The primary concerns for CABO are Market Cap, PEG Ratio, Return on Equity.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
CABO profiles as a turnaround stock while CMCSA is a value play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.78 — expect wider price swings.
CMCSA is growing revenue faster at 1.2% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
CMCSA scores higher overall (62/100 vs 56/100), backed by strong 16.2% margins. Both earn "Buy" and "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.
Cable One Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Cable One, Inc., provides voice, video and data services in the United States. The company is headquartered in Phoenix, Arizona.
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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