WallStSmart

Comcast Corp (CMCSA)vsSK Telecom Co Ltd ADR (SKM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SK Telecom Co Ltd ADR generates 13557% more annual revenue ($17.06T vs $124.90B). CMCSA leads profitability with a 9.0% profit margin vs 4.4%. SKM appears more attractively valued with a PEG of 0.49. SKM earns a higher WallStSmart Score of 62/100 (C+).

CMCSA

Buy

58

out of 100

Grade: C

Growth: 2.7Profit: 6.5Value: 8.0Quality: 4.5
Piotroski: 6/9Altman Z: 1.48

SKM

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 4.5Value: 7.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMCSAUndervalued (+65.5%)

Margin of Safety

+65.5%

Fair Value

$94.11

Current Price

$25.20

$68.91 discount

UndervaluedFair: $94.11Overvalued

Intrinsic value data unavailable for SKM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMCSA4 strengths · Avg: 9.3/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Market CapQuality
$89.43B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.19B8/10

Generating 5.2B in free cash flow

SKM4 strengths · Avg: 10.0/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
450.4%10/10

Earnings expanding 450.4% YoY

Free Cash FlowQuality
$774.04B10/10

Generating 774.0B in free cash flow

Areas to Watch

CMCSA4 concerns · Avg: 2.8/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

Debt/EquityHealth
1.013/10

Elevated debt levels

Revenue GrowthGrowth
-1.2%2/10

Revenue declined 1.2%

EPS GrowthGrowth
-66.8%2/10

Earnings declined 66.8%

SKM4 concerns · Avg: 3.5/10
P/E RatioValuation
27.1x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CMCSA

The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.

Bull Case : SKM

The strongest argument for SKM centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.49 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 : SKM

The primary concerns for SKM are P/E Ratio, Revenue Growth, Return on Equity. Thin 4.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

SKM carries more volatility with a beta of 0.71 — expect wider price swings.

SKM is growing revenue faster at 0.5% — sustainability is the question.

SKM generates stronger free cash flow (774.0B), providing more financial flexibility.

Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SKM scores higher overall (62/100 vs 58/100). CMCSA offers better value entry with a 65.5% margin of safety. Both earn "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.

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SK Telecom Co Ltd ADR

COMMUNICATION SERVICES · TELECOM SERVICES · USA

SK Telecom Co., Ltd. provides wireless telecommunications services in South Korea and internationally. The company is headquartered in Seoul, South Korea.

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