Comcast Corp (CMCSA)vsThe Travelers Companies Inc (TRV)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
TRV
The Travelers Companies Inc
$298.04
-0.30%
FINANCIAL SERVICES · Cap: $63.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 156% more annual revenue ($125.28B vs $48.94B). TRV leads profitability with a 15.5% profit margin vs 15.0%. TRV appears more attractively valued with a PEG of 2.36. TRV earns a higher WallStSmart Score of 72/100 (B).
CMCSA
Buy64
out of 100
Grade: C+
TRV
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.4%
Fair Value
$106.11
Current Price
$25.40
$80.71 discount
Intrinsic value data unavailable for TRV.
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
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
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
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
CMCSA carries more volatility with a beta of 0.69 — expect wider price swings.
CMCSA is growing revenue faster at 5.3% — sustainability is the question.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (72/100 vs 64/100), backed by strong 15.5% margins. CMCSA offers better value entry with a 69.4% 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 →The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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