Comcast Corp (CMCSA)vsGCI Liberty, Inc. - Series A GCI Group (GLIBA)
CMCSA
Comcast Corp
$23.67
-0.84%
COMMUNICATION SERVICES · Cap: $82.45B
GLIBA
GCI Liberty, Inc. - Series A GCI Group
$22.69
-1.26%
COMMUNICATION SERVICES · Cap: $843.59M
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 11773% more annual revenue ($123.01B vs $1.04B). CMCSA leads profitability with a 9.2% profit margin vs -32.5%. CMCSA earns a higher WallStSmart Score of 66/100 (B-).
CMCSA
Strong Buy66
out of 100
Grade: B-
GLIBA
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$91.15
Current Price
$23.67
$67.48 discount
Margin of Safety
+83.0%
Fair Value
$225.28
Current Price
$22.69
$202.59 discount
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
Generating 4.2B in free cash flow
Reasonable price relative to book value
Areas to Watch
Revenue declined 6.1%
Distress zone — elevated risk
0.0% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
Earnings declined 54.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : GLIBA
The strongest argument for GLIBA centers on Price/Book.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Altman Z-Score.
Bear Case : GLIBA
The primary concerns for GLIBA are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CMCSA profiles as a value stock while GLIBA is a turnaround play — different risk/reward profiles.
GLIBA is growing revenue faster at 0.0% — sustainability is the question.
CMCSA generates stronger free cash flow (4.2B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMCSA scores higher overall (66/100 vs 42/100). GLIBA offers better value entry with a 83.0% margin of safety. Both earn "Strong Buy" and "Hold" 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 →GCI Liberty, Inc. - Series A GCI Group
COMMUNICATION SERVICES · TELECOM SERVICES · USA
GCI Liberty, Inc. - Series A (GLIBA) is a leading telecommunications and media company that operates an extensive portfolio of cable systems and media assets, positioning itself at the forefront of the industry. The company is committed to adopting advanced technologies and innovative service delivery models to enhance customer experiences in an ever-evolving digital landscape. With a focus on operational efficiency and sustainable growth, GCI Liberty is well-equipped to capitalize on emerging revenue streams, reinforcing its prominence as a critical player in the telecommunications sector.
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