Comcast Corp (CMCSA)vsPLDT Inc ADR (PHI)
CMCSA
Comcast Corp
$22.32
+2.10%
COMMUNICATION SERVICES · Cap: $85.63B
PHI
PLDT Inc ADR
$17.71
-0.82%
COMMUNICATION SERVICES · Cap: $3.79B
Smart Verdict
WallStSmart Research — data-driven comparison
PLDT Inc ADR generates 75% more annual revenue ($219.62B vs $125.28B). CMCSA leads profitability with a 15.0% profit margin vs 13.6%. PHI appears more attractively valued with a PEG of 2.36. CMCSA earns a higher WallStSmart Score of 66/100 (B-).
CMCSA
Strong Buy66
out of 100
Grade: B-
PHI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.2%
Fair Value
$96.05
Current Price
$22.32
$73.73 discount
Margin of Safety
+86.5%
Fair Value
$181.04
Current Price
$17.71
$163.33 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
Every $100 of equity generates 21 in profit
Generating 4.5B in free cash flow
Attractively priced relative to earnings
Generating 10.4B in free cash flow
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Strong operational efficiency at 24.8%
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
Expensive relative to growth rate
2.2% revenue growth
Weak financial health signals
Earnings declined 1.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : PHI
The strongest argument for PHI centers on P/E Ratio, Free Cash Flow, Return on Equity.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : PHI
The primary concerns for PHI are PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 2.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
CMCSA is growing revenue faster at 5.3% — sustainability is the question.
PHI generates stronger free cash flow (10.4B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMCSA scores higher overall (66/100 vs 58/100). PHI offers better value entry with a 86.5% 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 →PLDT Inc ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
PLDT Inc. is an integrated telecommunications company in the Philippines. The company is headquartered in Makati City, the Philippines.
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