Comcast Corp (CMCSA)vsEli Lilly and Company (LLY)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
LLY
Eli Lilly and Company
$948.45
-2.72%
HEALTHCARE · Cap: $869.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 73% more annual revenue ($125.28B vs $72.25B). LLY leads profitability with a 35.0% profit margin vs 15.0%. LLY appears more attractively valued with a PEG of 1.40. LLY earns a higher WallStSmart Score of 78/100 (B+).
CMCSA
Buy64
out of 100
Grade: C+
LLY
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$106.51
Current Price
$25.40
$81.11 discount
Intrinsic value data unavailable for LLY.
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 108 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 49.4%
Revenue surging 55.5% year-over-year
Earnings expanding 169.9% YoY
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
Elevated debt levels
Trading at 27.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
CMCSA profiles as a value stock while LLY is a growth play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.69 — expect wider price swings.
LLY is growing revenue faster at 55.5% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 64/100), backed by strong 35.0% margins and 55.5% revenue growth. CMCSA offers better value entry with a 69.5% margin of safety. Both earn "Strong 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.
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 →Eli Lilly and Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Eli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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