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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 0.307
CMCSA's Cash to Debt is ranked lower than
60% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.14 vs. CMCSA: 0.307 )
CMCSA' s 10-Year Cash to Debt Range
Min: 0.03   Max: 0.92
Current: 0.31

0.03
0.92
Equity to Asset -0.332
CMCSA's Equity to Asset is ranked lower than
90% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.22 vs. CMCSA: -0.332 )
CMCSA' s 10-Year Equity to Asset Range
Min: -0.36   Max: 0.01
Current: -0.33

-0.36
0.01
Interest Coverage 4.8
CMCSA's Interest Coverage is ranked lower than
58% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 14.30 vs. CMCSA: 4.8 )
CMCSA' s 10-Year Interest Coverage Range
Min: 1   Max: No Debt
Current: 4.8

F-Score: 6
Z-Score: 1.33
M-Score: -2.82
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 19.50
CMCSA's Operating margin (%) is ranked higher than
75% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 10.10 vs. CMCSA: 19.50 )
CMCSA' s 10-Year Operating margin (%) Range
Min: -7.7   Max: 21
Current: 19.5

-7.7
21
Net-margin (%) 9.9
CMCSA's Net-margin (%) is ranked higher than
77% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 5.00 vs. CMCSA: 9.9 )
CMCSA' s 10-Year Net-margin (%) Range
Min: -2.2   Max: 24.6
Current: 9.9

-2.2
24.6
ROE (%) 12.6
CMCSA's ROE (%) is ranked higher than
69% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 10.60 vs. CMCSA: 12.6 )
CMCSA' s 10-Year ROE (%) Range
Min: -0.7   Max: 14.4
Current: 12.6

-0.7
14.4
ROA (%) 3.8
CMCSA's ROA (%) is ranked higher than
61% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 4.00 vs. CMCSA: 3.8 )
CMCSA' s 10-Year ROA (%) Range
Min: -0.2   Max: 5.7
Current: 3.8

-0.2
5.7
ROC (Joel Greenblatt) (%) 59.50
CMCSA's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 18.60 vs. CMCSA: 59.50 )
CMCSA' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -9.8   Max: 59.5
Current: 59.5

-9.8
59.5
Revenue Growth (%) 16.8
CMCSA's Revenue Growth (%) is ranked higher than
90% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.90 vs. CMCSA: 16.8 )
CMCSA' s 10-Year Revenue Growth (%) Range
Min: -12   Max: 26.9
Current: 16.8

-12
26.9
EBITDA Growth (%) 11.5
CMCSA's EBITDA Growth (%) is ranked higher than
81% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 4.60 vs. CMCSA: 11.5 )
CMCSA' s 10-Year EBITDA Growth (%) Range
Min: -10.4   Max: 27
Current: 11.5

-10.4
27
EPS Growth (%) 16
CMCSA's EPS Growth (%) is ranked higher than
82% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.70 vs. CMCSA: 16 )
CMCSA' s 10-Year EPS Growth (%) Range
Min: -9.3   Max: 32.4
Current: 16

-9.3
32.4
» CMCSA's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2012

CMCSA Guru Trades in Q2 2012

George Soros 141,954 sh (New)
Ken Heebner 500,000 sh (New)
Paul Tudor Jones 204,600 sh (New)
Jim Simons 1,322,399 sh (New)
Lee Ainslie 3,830,372 sh (+18.57%)
Jeremy Grantham 567,863 sh (+13.51%)
Tom Russo 25,163 sh (+9.3%)
Mario Gabelli 216,264 sh (+9.26%)
Pioneer Investments 2,966,701 sh (+0.43%)
Bill Gates 1,000,000 sh (unchged)
John Hussman 1,050,000 sh (unchged)
Steven Cohen Sold Out
Wallace Weitz Sold Out
HOTCHKIS & WILEY Sold Out
Louis Moore Bacon Sold Out
Howard Marks Sold Out
Jeff Auxier 98,765 sh (-0.2%)
John Buckingham 200,127 sh (-1.95%)
Diamond Hill Capital 3,077,037 sh (-3.41%)
Bill Nygren 4,940,000 sh (-4.82%)
Dodge & Cox 89,773,386 sh (-6.73%)
Brian Rogers 4,408,700 sh (-18.49%)
Jean-Marie Eveillard 20,000 sh (-19.68%)
Irving Kahn 42,509 sh (-20.04%)
» More
Q3 2012

CMCSA Guru Trades in Q3 2012

Ken Fisher 11,737,561 sh (New)
Steven Cohen 195,023 sh (New)
Jeremy Grantham 970,063 sh (+70.83%)
Lee Ainslie 4,477,742 sh (+16.9%)
Pioneer Investments 3,391,285 sh (+14.31%)
Mario Gabelli 217,235 sh (+0.45%)
Tom Russo 25,163 sh (unchged)
Bill Gates 1,000,000 sh (unchged)
Jean-Marie Eveillard 20,000 sh (unchged)
John Hussman 1,050,000 sh (unchged)
George Soros Sold Out
Ken Heebner Sold Out
Jim Simons Sold Out
Jeff Auxier 98,293 sh (-0.48%)
Signature Select Canadian Fund 337,900 sh (-1.8%)
Diamond Hill Capital 2,954,773 sh (-3.97%)
Bill Nygren 4,740,000 sh (-4.05%)
Brian Rogers 4,208,700 sh (-4.54%)
John Buckingham 189,311 sh (-5.4%)
Dodge & Cox 83,654,096 sh (-6.82%)
Irving Kahn 32,083 sh (-24.53%)
Paul Tudor Jones 19,500 sh (-90.47%)
» More
Q4 2012

CMCSA Guru Trades in Q4 2012

Andreas Halvorsen 4,208,300 sh (New)
Joel Greenblatt 68,440 sh (New)
Bruce Kovner 151,185 sh (New)
Steven Cohen 2,319,477 sh (+1089.34%)
Tom Russo 55,298 sh (+119.76%)
Ken Fisher 12,074,571 sh (+2.87%)
John Hussman 1,050,000 sh (unchged)
Jeremy Grantham 679,489 sh (unchged)
Jean-Marie Eveillard 20,000 sh (unchged)
Bill Gates Sold Out
Irving Kahn 32,038 sh (-0.14%)
Jeff Auxier 97,999 sh (-0.3%)
Mario Gabelli 212,420 sh (-2.22%)
John Buckingham 181,672 sh (-4.04%)
Brian Rogers 4,008,700 sh (-4.75%)
Diamond Hill Capital 2,770,846 sh (-6.22%)
Bill Nygren 4,440,000 sh (-6.33%)
Pioneer Investments 3,057,077 sh (-9.85%)
Lee Ainslie 3,927,905 sh (-12.28%)
Dodge & Cox 72,420,757 sh (-13.43%)
Paul Tudor Jones 12,100 sh (-37.95%)
» More
Q1 2013

CMCSA Guru Trades in Q1 2013

John Griffin 4,550,000 sh (New)
Chase Coleman 2,220,000 sh (New)
George Soros 640,295 sh (New)
David Tepper 1,640,000 sh (New)
Andreas Halvorsen 14,985,855 sh (+256.1%)
Paul Tudor Jones 27,200 sh (+124.79%)
Mario Gabelli 225,299 sh (+6.06%)
Irving Kahn 33,040 sh (+3.13%)
Jean-Marie Eveillard 20,000 sh (unchged)
Lee Ainslie Sold Out
Pioneer Investments 3,054,731 sh (-0.08%)
Tom Russo 55,023 sh (-0.5%)
Diamond Hill Capital 2,726,415 sh (-1.6%)
Ken Fisher 11,837,389 sh (-1.96%)
John Buckingham 175,181 sh (-3.57%)
Dodge & Cox 64,242,735 sh (-11.29%)
Jeff Auxier 80,093 sh (-18.27%)
Brian Rogers 3,258,700 sh (-18.71%)
Steven Cohen 1,439,700 sh (-37.93%)
Joel Greenblatt 40,122 sh (-41.38%)
Bruce Kovner 30,000 sh (-80.16%)
Jeremy Grantham 105,780 sh (-84.43%)
John Hussman 100,000 sh (-90.48%)
» More
» Details

Insider Trades

Latest Guru Trades with CMCSA

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Griffin 2013-03-31 New Buy2.4%$37.36 - $41.98 $ 41.524%4550000
Lee Ainslie 2013-03-31 Sold Out 2.2%$37.36 - $41.98 $ 41.524%0
John Hussman 2013-03-31 Reduce -90.48%0.9%$37.36 - $41.98 $ 41.524%100000
George Soros 2013-03-31 New Buy0.31%$37.36 - $41.98 $ 41.524%640295
Joel Greenblatt 2013-03-31 Reduce -41.38%0.06%$37.36 - $41.98 $ 41.524%40122
Joel Greenblatt 2012-12-31 New Buy0.15%$35.13 - $38.09 $ 41.5213%68440
Lee Ainslie 2012-09-30 Add 16.9%0.3%$31.1 - $36.25 $ 41.5224%4477742
George Soros 2012-09-30 Sold Out 0.07%$31.1 - $36.25 $ 41.5224%0
Lee Ainslie 2012-06-30 Add 18.57%0.28%$28.26 - $31.34 $ 41.5240%3830372
George Soros 2012-06-30 New Buy0.07%$28.26 - $31.34 $ 41.5240%141954
Wallace Weitz 2012-06-30 Sold Out 0.01%$28.26 - $31.34 $ 41.5240%0
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Comcast Corp

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I came across DirecTV (DTV) two years ago when I started reading about Ted Weschler and Todd Combs, the two portfolio managers that had been hired by Warren Buffett in 2011. Berkshire Hathaway (BRK.A)(BRK.B) initiated a position in DTV in the third quarter of 2011 around $45, presumably by one of the two new portfolio managers. Learning more about the company I came across the name John Malone and read about his history of value creation in the media businesses with TCI from 1973 to 1997 and subsequently with the Liberty Media companies up to today. One dollar invested with John Malone’s TCI in 1973 was worth $933 in 1999. I was also intrigued to note from Pat Dorsey’s informative book, “The Little Book That Builds Wealth,” that most companies with economic moats from the Morningstar coverage universe are in the media sector. These factors inspired me to dig deeper into the story of DirecTV. Read more...
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According to GuruFocus list of 52-week highs, these Guru stocks have reached their 52-Week Highs: Comcast Corporation (CMCSA), Eli Lilly & Co. (LLY), Quest Diagnostics Inc. (DGX), International Paper Company (IP) and Roper Industries Inc. (ROP). Read more...
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Ratios

vs
industry
vs
history
P/E(ttm) 17.40
CMCSA's P/E(ttm) is ranked higher than
69% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 18.81 vs. CMCSA: 17.40 )
CMCSA' s 10-Year P/E(ttm) Range
Min: 11.66   Max: 386.82
Current: 17.4

11.66
386.82
P/B 2.30
CMCSA's P/B is ranked lower than
51% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.84 vs. CMCSA: 2.30 )
CMCSA' s 10-Year P/B Range
Min: 0.82   Max: 5.09
Current: 2.3

0.82
5.09
P/S 1.78
CMCSA's P/S is ranked lower than
64% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.10 vs. CMCSA: 1.78 )
CMCSA' s 10-Year P/S Range
Min: 0.98   Max: 6.36
Current: 1.78

0.98
6.36
PFCF 8.90
CMCSA's PFCF is ranked higher than
60% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 13.60 vs. CMCSA: 8.90 )
CMCSA' s 10-Year PFCF Range
Min: 6.64   Max: 92.58
Current: 8.9

6.64
92.58
EV-to-EBIT 12.2
CMCSA's EV-to-EBIT is ranked higher than
75% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 13.57 vs. CMCSA: 12.2 )
CMCSA' s 10-Year EV-to-EBIT Range
Min: 9.1   Max: 4707.9
Current: 12.2

9.1
4707.9
PEG 1.3
CMCSA's PEG is ranked higher than
96% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.10 vs. CMCSA: 1.3 )
CMCSA' s 10-Year PEG Range
Min: 0.37   Max: 1039.14
Current: 1.3

0.37
1039.14
Shiller P/E 28.5
CMCSA's Shiller P/E is ranked higher than
78% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 7.74 vs. CMCSA: 28.5 )
CMCSA' s 10-Year Shiller P/E Range
Min: 15.1   Max: 76.16
Current: 28.5

15.1
76.16

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.64
CMCSA's Dividend Yield is ranked higher than
57% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 3.47 vs. CMCSA: 1.64 )
CMCSA' s 10-Year Dividend Yield Range
Min: 0.28   Max: 2.21
Current: 1.64

0.28
2.21
Dividend Payout 0.2872
CMCSA's Dividend Payout is ranked higher than
96% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.75 vs. CMCSA: 0.2872 )
CMCSA' s 10-Year Dividend Payout Range
Min: 0.01   Max: 0.3
Current: 0.29

0.01
0.3
Dividend growth (3y) 21.6
CMCSA's Dividend growth (3y) is ranked higher than
95% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 2.55 vs. CMCSA: 21.6 )
CMCSA' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 21.6
Current: 21.6

0
21.6
Yield on cost (5-Year) 5.12
CMCSA's Yield on cost (5-Year) is ranked higher than
58% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 3.42 vs. CMCSA: 5.12 )
CMCSA' s 10-Year Yield on cost (5-Year) Range
Min: 0.9   Max: 7.07
Current: 5.12

0.9
7.07
Share Buyback Rate 1.5
CMCSA's Share Buyback Rate is ranked higher than
90% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: -0.30 vs. CMCSA: 1.5 )
CMCSA' s 10-Year Share Buyback Rate Range
Min: 12.2   Max: -37.4
Current: 1.5

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 26.8
CMCSA's Price/Net Current Asset Value is ranked higher than
84% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 12.00 vs. CMCSA: 26.8 )
CMCSA' s 10-Year Price/Net Current Asset Value Range
Min: 20.4   Max: 168.2
Current: 26.8

20.4
168.2
Price/DCF (Projected) 0.8
CMCSA's Price/DCF (Projected) is ranked higher than
73% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.90 vs. CMCSA: 0.8 )
CMCSA' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 3.7
Current: 0.8

0.6
3.7
Price/Median PS Value 0.6
CMCSA's Price/Median PS Value is ranked higher than
62% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 0.90 vs. CMCSA: 0.6 )
CMCSA' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 1.8
Current: 0.6

0.4
1.8
Price/Peter Lynch Fair Value 1
CMCSA's Price/Peter Lynch Fair Value is ranked higher than
91% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 1.50 vs. CMCSA: 1 )
CMCSA' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.5   Max: 2
Current: 1

0.5
2
Earnings Yield (Greenblatt) 8.20
CMCSA's Earnings Yield (Greenblatt) is ranked higher than
83% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 7.80 vs. CMCSA: 8.20 )
CMCSA' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 11
Current: 8.2

0.1
11
Forward Rate of Return (Yacktman) 21.68
CMCSA's Forward Rate of Return (Yacktman) is ranked higher than
90% of the 252 Companies
in the Global Pay TV industry.

( Industry Median: 11.33 vs. CMCSA: 21.68 )
CMCSA' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -7.5   Max: 38.1
Current: 21.68

-7.5
38.1

Business Description

Comcast Corporation was incorporated under the laws of Pennsylvania in December 2001. It is a provider of video, high-speed Internet and voice services to residential and business customers. As of December 31, 2011, its cable systems served 22.3 million video customers, 18.1 million high-speed Internet customers and 9.3 million voice customers and passed more than 52 million homes and businesses in 39 states and the District of Columbia. The Company offers a broad variety of video services with access to hundreds of channels, including premium networks and pay-per-view channels, On Demand, music channels, and an interactive, on-screen program guide. Its video customers may also subscribe to a higher level of video service, including its HDTV service and DVR. The Company's video customers generally have the ability to view some of its On Demand content, browse program listings, and schedule and manage DVR recordings online and through the Company's mobile applications for smartphones and tablets. In 2012, it began streaming certain live television programming online and through its mobile applications in some of its markets. The Company's high-speed Internet services provide Internet access at downstream speeds of up to 105 Mbps, subject to geographic market availability. Its high-speed Internet service for business customers also includes a website hosting service and an interactive tool that allows customers to share, coordinate and store documents online. Its voice services provide local and long-distance calling and other features. The Company's voice service for business customers also includes a business directory listing and the option to add up to 24 phone lines. The Company's business services also offer Metro-Ethernet data and cell backhaul services. The Company reports its operations as the following five reportable business segments: Cable Communications, provides video, high-speed Internet and voice services to residential and business customers in 39 states and the District of Columbia; Cable Networks, consists primarily of its national cable television networks, its regional sports and news networks, its international cable networks, the Company's cable television production studio, and its related digital media properties; Broadcast Television, Consists primarily of its NBC and Telemundo broadcast networks, the Company's NBC and Telemundo owned local television stations, its broadcast television production operations, and its related digital media properties; Filmed Entertainment, consists of the operations of Universal Pictures, which produces, acquires, markets and distributes filmed entertainment and stage plays worldwide; and Theme Parks, consists primarily of the Company's Universal theme parks in Orlando and Hollywood. The Company offers its products and services directly to residential and commercial customers through its call centers, door-to-door selling, direct mail advertising, television advertising, In
Company Website
SEC Reports
Industry: Pay TV
Compare:TWC, NPSNY, BSYBY, DISH, LBTYA
Traded in other countries:CTP2.Germany, CTP1.Germany

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