WallStSmart

Comcast Corp (CMCSA)vsGCI Liberty, Inc. - Series A GCI Group (GLIBA)

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Smart Verdict

WallStSmart Research — data-driven comparison

Comcast Corp generates 11715% more annual revenue ($123.71B vs $1.05B). CMCSA leads profitability with a 16.2% profit margin vs -29.5%. CMCSA earns a higher WallStSmart Score of 62/100 (C+).

CMCSA

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

GLIBA

Hold

37

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 5.0Quality: 5.8
Piotroski: 4/9Altman Z: 0.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMCSAUndervalued (+11.4%)

Margin of Safety

+11.4%

Fair Value

$36.65

Current Price

$28.73

$7.92 discount

UndervaluedFair: $36.65Overvalued

Intrinsic value data unavailable for GLIBA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMCSA5 strengths · Avg: 9.2/10
P/E RatioValuation
5.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Market CapQuality
$106.47B9/10

Large-cap with strong market position

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

Free Cash FlowQuality
$5.09B8/10

Generating 5.1B in free cash flow

GLIBA1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Areas to Watch

CMCSA4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Debt/EquityHealth
1.143/10

Elevated debt levels

PEG RatioValuation
142.982/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.5%2/10

Earnings declined 52.5%

GLIBA4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$936.17M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-22.0%2/10

ROE of -22.0% — below average capital efficiency

Revenue GrowthGrowth
-1.9%2/10

Revenue declined 1.9%

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : GLIBA

The strongest argument for GLIBA centers on Price/Book.

Bear Case : CMCSA

The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.

Bear Case : GLIBA

The primary concerns for GLIBA are EPS 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.

CMCSA is growing revenue faster at 1.2% — sustainability is the question.

CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.

Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CMCSA scores higher overall (62/100 vs 37/100), backed by strong 16.2% margins. Both earn "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.

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GCI Liberty, Inc. - Series A GCI Group

COMMUNICATION SERVICES · TELECOM SERVICES · USA

GCI Liberty, Inc. - Series A (GLIBA) is a key player in the telecommunications and media industry, specializing in the provision of advanced content and connectivity solutions. The company boasts a diversified portfolio that includes cable systems and various media assets, enabling it to deliver superior customer experiences through innovative technology and service excellence. With a strategic focus on expansion and growth within the rapidly evolving digital landscape, GCI Liberty is well-positioned to capitalize on emerging revenue opportunities. Its commitment to operational excellence and customer-centric strategies underscores its prominence in the telecommunications sector.

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