Comcast Corp (CMCSA)vsDell Technologies Inc (DELL)
CMCSA
Comcast Corp
$23.82
+2.10%
COMMUNICATION SERVICES · Cap: $85.63B
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 7% more annual revenue ($134.00B vs $125.28B). CMCSA leads profitability with a 15.0% profit margin vs 6.3%. DELL appears more attractively valued with a PEG of 0.67. DELL earns a higher WallStSmart Score of 74/100 (B).
CMCSA
Strong Buy66
out of 100
Grade: B-
DELL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$96.45
Current Price
$23.82
$72.63 discount
Intrinsic value data unavailable for DELL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Mega-cap, among the largest globally
Every $100 of equity generates 44 in profit
Revenue surging 87.5% year-over-year
Earnings expanding 282.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : DELL
The strongest argument for DELL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 87.5% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Key Dynamics to Monitor
CMCSA profiles as a value stock while DELL is a hypergrowth play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.38 — expect wider price swings.
DELL is growing revenue faster at 87.5% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (74/100 vs 66/100) and 87.5% revenue growth. CMCSA offers better value entry with a 66.3% 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.
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.
Visit Website →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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