Comcast Corp (CMCSA)vsRogers Communications Inc (RCI)
CMCSA
Comcast Corp
$25.36
+0.75%
COMMUNICATION SERVICES · Cap: $88.47B
RCI
Rogers Communications Inc
$34.47
-0.20%
COMMUNICATION SERVICES · Cap: $18.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 452% more annual revenue ($124.90B vs $22.62B). RCI leads profitability with a 27.3% profit margin vs 9.0%. RCI appears more attractively valued with a PEG of 0.86. RCI earns a higher WallStSmart Score of 87/100 (A).
CMCSA
Buy58
out of 100
Grade: C
RCI
Exceptional Buy87
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.9%
Fair Value
$95.22
Current Price
$25.36
$69.86 discount
Margin of Safety
+51.7%
Fair Value
$78.40
Current Price
$34.47
$43.93 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 5.2B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 37 in profit
Earnings expanding 59.5% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Revenue declined 1.2%
Earnings declined 66.8%
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : RCI
The strongest argument for RCI centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 27.3% and operating margin at 22.2%. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : CMCSA
The primary concerns for CMCSA are PEG Ratio, Debt/Equity, Revenue Growth.
Bear Case : RCI
The primary concerns for RCI are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.76 is elevated, increasing financial risk.
Key Dynamics to Monitor
CMCSA profiles as a value stock while RCI is a mature play — different risk/reward profiles.
RCI carries more volatility with a beta of 0.79 — expect wider price swings.
RCI is growing revenue faster at 7.7% — sustainability is the question.
CMCSA generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
RCI scores higher overall (87/100 vs 58/100), backed by strong 27.3% margins. CMCSA offers better value entry with a 65.9% margin of safety. Both earn "Exceptional 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 →Rogers Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Rogers Communications Inc. is a communications and media company in Canada. The company is headquartered in Toronto, Canada.
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