Comcast Corp (CMCSA)vsVodafone Group PLC ADR (VOD)
CMCSA
Comcast Corp
$23.82
+2.10%
COMMUNICATION SERVICES · Cap: $85.63B
VOD
Vodafone Group PLC ADR
$14.70
-2.65%
COMMUNICATION SERVICES · Cap: $33.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 210% more annual revenue ($125.28B vs $40.46B). CMCSA leads profitability with a 15.0% profit margin vs -1.0%. VOD appears more attractively valued with a PEG of 0.61. CMCSA earns a higher WallStSmart Score of 66/100 (B-).
CMCSA
Strong Buy66
out of 100
Grade: B-
VOD
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$96.45
Current Price
$23.82
$72.63 discount
Margin of Safety
-13.3%
Fair Value
$13.84
Current Price
$14.70
$0.86 premium
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
Growing faster than its price suggests
Generating 6.5B 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 5.7% — below average capital efficiency
Elevated debt levels
Earnings declined 15.4%
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 : VOD
The strongest argument for VOD centers on Price/Book, PEG Ratio, Free Cash Flow. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Bear Case : VOD
The primary concerns for VOD are Return on Equity, Debt/Equity, EPS Growth.
Key Dynamics to Monitor
CMCSA profiles as a value stock while VOD is a turnaround play — different risk/reward profiles.
CMCSA carries more volatility with a beta of 0.66 — expect wider price swings.
VOD is growing revenue faster at 7.3% — sustainability is the question.
VOD generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
CMCSA scores higher overall (66/100 vs 50/100). 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 →Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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