Comcast Corp (CMCSA)vsMeta Platforms Inc. (META)
CMCSA
Comcast Corp
$24.39
-2.24%
COMMUNICATION SERVICES · Cap: $82.45B
META
Meta Platforms Inc.
$610.15
+0.84%
COMMUNICATION SERVICES · Cap: $1.57T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 96% more annual revenue ($241.61B vs $123.01B). META leads profitability with a 31.1% profit margin vs 9.2%. META appears more attractively valued with a PEG of 0.80. META earns a higher WallStSmart Score of 81/100 (A-).
CMCSA
Strong Buy66
out of 100
Grade: B-
META
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$91.15
Current Price
$24.39
$66.76 discount
Margin of Safety
+37.9%
Fair Value
$989.96
Current Price
$610.15
$379.81 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
Mega-cap, among the largest globally
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 35.4%
Earnings expanding 264.8% YoY
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Areas to Watch
Revenue declined 6.1%
Distress zone — elevated risk
Weak financial health signals
Negative free cash flow — burning cash
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 : META
The strongest argument for META centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 35.4%. Revenue growth of 26.1% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Altman Z-Score.
Bear Case : META
The primary concerns for META are Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
CMCSA profiles as a value stock while META is a growth play — different risk/reward profiles.
META carries more volatility with a beta of 1.19 — expect wider price swings.
META is growing revenue faster at 26.1% — sustainability is the question.
CMCSA generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
META scores higher overall (81/100 vs 66/100), backed by strong 31.1% margins and 26.1% revenue growth. CMCSA offers better value entry with a 64.4% margin of safety. Both earn "Exceptional 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 →Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
Visit Website →Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?