Comcast Corp (CMCSA)vsSanofi ADR (SNY)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
SNY
Sanofi ADR
$43.31
+0.30%
HEALTHCARE · Cap: $103.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 165% more annual revenue ($125.28B vs $47.35B). SNY leads profitability with a 16.0% profit margin vs 15.0%. SNY appears more attractively valued with a PEG of 3.76. CMCSA earns a higher WallStSmart Score of 64/100 (C+).
CMCSA
Buy64
out of 100
Grade: C+
SNY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$106.51
Current Price
$25.40
$81.11 discount
Margin of Safety
+25.0%
Fair Value
$62.70
Current Price
$43.31
$19.39 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
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 20.0%
Generating 1.7B in free cash flow
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
ROE of 6.6% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 11.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : SNY
The strongest argument for SNY centers on Price/Book, Market Cap, Operating Margin. Profitability is solid with margins at 16.0% and operating margin at 20.0%.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : SNY
The primary concerns for SNY are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CMCSA profiles as a value stock while SNY is a mature play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.69 — expect wider price swings.
SNY is growing revenue faster at 6.0% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
CMCSA scores higher overall (64/100 vs 51/100). SNY offers better value entry with a 25.0% 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.
Visit Website →Sanofi ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Sanofi, a healthcare company, is engaged in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, and internationally. The company is headquartered in Paris, France.
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