CMCSA
Comcast CorporationCommunication Services · $77.3B market cap
Verdict
Share price
$21.57
close of Oct 3, 2026
Fair value
$41.83
Sticker Price
Payback Price
$16.73
buy price
CMCSA is Undervalued: at $21.57 it trades 48% below its fair value of $41.83. Its buy price (Payback Price) is $16.73, 22% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 1% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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14 of the investors we track hold CMCSA. In Q2 2026, 1 added and 2 trimmed. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$2.8B
115,903,125 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$937.1M
38,172,985 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$213.0M
8,676,664 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$176.1M
7,173,464 shares
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$53.9M
2,193,660 shares
Show all 14 holdersShow fewer
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$28.7M
1,170,500 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$24.3M
991,213 shares
Torray Funds
Torray Funds · as of Q2 2026
$21.2M
863,372 shares
Thomas Gayner
Markel Group · as of Q2 2026
$19.7M
802,074 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$2.5M
100,843 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$1.2M
47,000 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$769K
31,330 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$763K
31,094 shares
Kahn Brothers Group
Kahn Brothers Group · as of Q2 2026
$206K
7,169 shares
Insider activity
Since Jun 30, 2026: no open-market purchases and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
ROBERTS BRIAN L
Chairman of Board & Co-CEO · 2026-09-02
G-Gift
101,900 shares
ROBERTS BRIAN L
Chairman of Board & Co-CEO · 2026-09-01
I-Discretionary
382,860 shares
Cavanagh Michael J
Co-CEO · 2026-09-01
I-Discretionary
565,642 shares
Cavanagh Michael J
Co-CEO · 2026-09-01
I-Discretionary
392,769.065 shares
BREEN EDWARD D
director · 2026-08-17
G-Gift
62,440 shares
Show all 11 other filingsShow fewer
ROBERTS BRIAN L
Chairman of Board & Co-CEO · 2026-08-05
G-Gift
204,100 shares
Baltimore Thomas J Jr
director · 2026-06-30
Award
1,375 shares
Brady Louise F.
director · 2026-06-30
Award
1,375 shares
BREEN EDWARD D
director · 2026-06-30
Award
815 shares
Honickman Jeffrey A
director · 2026-06-30
Award
1,783 shares
Smith Gordon
director · 2026-06-30
Award
1,375 shares
About Comcast Corporation
Comcast Corporation functions as a global media and technology conglomerate. Its diverse operations are segmented across Cable Communications, Media, Studios, Theme Parks, and Sky. The Cable Communications division delivers internet, television, phone, and mobile services to residential and business clients under its Xfinity brand, alongside offering advertising solutions. Its Media segment encompasses…
Telecommunications Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works