Comcast Corp (CMCSA)vsUBS Group AG (UBS)
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
UBS
UBS Group AG
$45.23
+1.85%
FINANCIAL SERVICES · Cap: $148.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 144% more annual revenue ($125.28B vs $51.31B). UBS leads profitability with a 17.8% profit margin vs 15.0%. UBS appears more attractively valued with a PEG of 0.53. UBS earns a higher WallStSmart Score of 79/100 (B+).
CMCSA
Buy64
out of 100
Grade: C+
UBS
Strong Buy79
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 UBS.
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
Strong operational efficiency at 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
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
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
Bull Case : UBS
The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : UBS
No major red flags identified for UBS, but monitor valuation.
Key Dynamics to Monitor
CMCSA profiles as a value stock while UBS is a mature play — different risk/reward profiles.
UBS carries more volatility with a beta of 0.83 — expect wider price swings.
UBS is growing revenue faster at 13.8% — sustainability is the question.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 64/100), backed by strong 17.8% margins and 13.8% revenue growth. 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 →UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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