Comcast Holdings Corp (CCZ)vsTerreno Realty Corporation (TRNO)
CCZ
Comcast Holdings Corp
$64.67
0.00%
REAL ESTATE · Cap: $61.13B
TRNO
Terreno Realty Corporation
$66.38
+0.96%
REAL ESTATE · Cap: $7.23B
Smart Verdict
WallStSmart Research — data-driven comparison
TRNO leads profitability with a 77.3% profit margin vs 0.0%. TRNO trades at a lower P/E of 17.8x. TRNO earns a higher WallStSmart Score of 56/100 (C).
CCZ
Avoid21
out of 100
Grade: F
TRNO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CCZ.
Margin of Safety
+68.6%
Fair Value
$208.21
Current Price
$66.38
$141.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 5.2B in free cash flow
Keeps 77 of every $100 in revenue as profit
Strong operational efficiency at 41.8%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Expensive relative to growth rate
Earnings declined 40.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CCZ
The strongest argument for CCZ centers on Market Cap, Free Cash Flow.
Bull Case : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 77.3% and operating margin at 41.8%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : CCZ
The primary concerns for CCZ are Revenue Growth, EPS Growth, Profit Margin. A P/E of 55.2x leaves little room for execution misses.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CCZ profiles as a value stock while TRNO is a mature play — different risk/reward profiles.
TRNO is growing revenue faster at 11.1% — sustainability is the question.
CCZ generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRNO scores higher overall (56/100 vs 21/100), backed by strong 77.3% margins and 11.1% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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