Comcast Corp (CMCSA)vsTIM Participacoes SA (TIMB)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
TIMB
TIM Participacoes SA
$26.21
+1.59%
COMMUNICATION SERVICES · Cap: $12.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 365% more annual revenue ($123.71B vs $26.62B). TIMB leads profitability with a 16.2% profit margin vs 16.2%. TIMB appears more attractively valued with a PEG of 2.58. TIMB earns a higher WallStSmart Score of 65/100 (B-).
CMCSA
Buy62
out of 100
Grade: C+
TIMB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.73
$7.92 discount
Margin of Safety
+65.5%
Fair Value
$78.62
Current Price
$26.21
$52.41 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 5.1B in free cash flow
Attractively priced relative to earnings
Strong operational efficiency at 27.6%
Earnings expanding 29.1% YoY
Generating 2.9B in free cash flow
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Trading at 13.7x book value
4.4% revenue growth
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bull Case : TIMB
The strongest argument for TIMB centers on P/E Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 16.2% and operating margin at 27.6%.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : TIMB
The primary concerns for TIMB are Price/Book, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
CMCSA carries more volatility with a beta of 0.78 — expect wider price swings.
TIMB is growing revenue faster at 4.4% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TIMB scores higher overall (65/100 vs 62/100), backed by strong 16.2% margins. 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 →TIM Participacoes SA
COMMUNICATION SERVICES · TELECOM SERVICES · USA
TIM SA is a telecommunications company in Brazil. The company is headquartered in Rio de Janeiro, Brazil.
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