Comcast Corp (CMCSA)vsVerizon Communications Inc (VZ)
CMCSA
Comcast Corp
$27.07
-0.44%
COMMUNICATION SERVICES · Cap: $96.70B
VZ
Verizon Communications Inc
$47.57
-0.48%
COMMUNICATION SERVICES · Cap: $200.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Verizon Communications Inc generates 11% more annual revenue ($139.15B vs $125.28B). CMCSA leads profitability with a 15.0% profit margin vs 12.5%. VZ appears more attractively valued with a PEG of 0.90. VZ earns a higher WallStSmart Score of 69/100 (B-).
CMCSA
Buy64
out of 100
Grade: C+
VZ
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.6%
Fair Value
$106.91
Current Price
$27.07
$79.84 discount
Margin of Safety
-5.5%
Fair Value
$45.08
Current Price
$47.57
$2.49 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
Mega-cap, among the largest globally
Attractively priced relative to earnings
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 25.2%
Generating 3.8B in free cash flow
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
2.9% revenue growth
4.3% earnings growth
Weak financial health signals
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 : VZ
The strongest argument for VZ centers on Market Cap, P/E Ratio, PEG Ratio. PEG of 0.90 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 : VZ
The primary concerns for VZ are Revenue Growth, EPS Growth, Piotroski F-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
VZ scores higher overall (69/100 vs 64/100). CMCSA offers better value entry with a 69.6% 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 →Verizon Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Verizon Communications Inc. is an American multinational telecommunications conglomerate and a corporate component of the Dow Jones Industrial Average. The company is headquartered at 1095 Avenue of the Americas in Midtown Manhattan, New York City, but is incorporated in Delaware.
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