Comcast Corp (CMCSA)vsBanco Santander SA ADR (SAN)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
SAN
Banco Santander SA ADR
$12.28
+0.82%
FINANCIAL SERVICES · Cap: $175.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 164% more annual revenue ($125.28B vs $47.37B). SAN leads profitability with a 34.1% profit margin vs 15.0%. SAN appears more attractively valued with a PEG of 2.79. SAN earns a higher WallStSmart Score of 67/100 (B-).
CMCSA
Buy64
out of 100
Grade: C+
SAN
Strong Buy67
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 SAN.
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.3%
Earnings expanding 67.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
4.6% revenue growth
Expensive relative to growth rate
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 : SAN
The strongest argument for SAN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 43.3%.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : SAN
The primary concerns for SAN are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
SAN carries more volatility with a beta of 0.95 — expect wider price swings.
CMCSA is growing revenue faster at 5.3% — sustainability is the question.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (67/100 vs 64/100), backed by strong 34.1% margins. 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 →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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