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Opinions Ashley Misquitta, CFA
Comcast CorpCMCSABUYOct 22, 2018
Ashley Misquitta, CFAUnknown
$35.75
Stock price when the opinion was issued
$22.49
As of Jun 18, 2026. Market Open.
Cable
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TOP PICK
Gets no respect, as it's seen as cable/TV, a dying business. Has 6 growth businesses: broadband for residential and business, wireless, theme parks, streaming, and studios. Together, those are growing about 10% a year, and will be 75% of the business over the next few years. Anemic 11x, growth of 10%. Defensive, still room to go. Yield is 2.46%.
(Analysts’ price target is $50.31)
Greg NewmanOwned
Cable
HOLD
Hard time executing on plans. Fierce competition in cable and fixed wireless. Pace of broadband subscriber additions much weaker than expected. Peacock streaming way below target. One of the cheapest names in the space at 10x earnings. Free cashflow yield is high at 9%. Buying back stock. Safe holding. Could go into mid-40s in the next year or so.
BUY
He prefers CMCSA to AT&T. CMCSA has better risk/reward, with upside when cable installs return, a better way to play US telecom.
Jamie Murray Owned
Cable
PAST TOP PICK
(A Top Pick Mar 02/21, Down 12%) They are growing their cable share in the US. They started the Peacock streaming service. There's a $70 target on this. He's been adding to his holdings.
Bruce MurrayOwned
Cable
PAST TOP PICK
TOP PICK
There's been dislocation in US telecoms with mergers and 5G coming in, but Comcast continues to win market share from traditional telecoms. This trend should continue and feed cash flow. Their TV content through NBC and Sky should enjoy ad recovery this year while their theme parks and film operations should benefit from the reopening. Trades at a 7.5% free cash flow yield. He targets $70. (Analysts’ price target is $59.23)
Bruce MurrayOwned
Cable
PARTIAL BUY
He likes it. Known from providing high-speed internet in the U.S. which enjoys high barriers to entry. Good cash flow. Problem here are the theme parks it owns, down 70% in attendance because of Covid; they may even close down. The broadband business is doing very well, undervalued and Comcast will do well in the long term.
Cable
PAST TOP PICK
(A Top Pick Jul 08/19, Down 6%) The broadband business was seen as an infrastructure play. There were a string of broadband revenue growth cycles, but then COVID-19 hit and the theme park part of the business saw revenues fall to zero. There was a recent report suggesting splitting the business into two, and he would favor it. They trimmed their holdings a while ago, but still hold some.
Varun AnandOwned
Cable
They're about to finish acquring Sky in the UK. A very promising company. They know this business, and there's a lot of synergy in this deal. Sky has an outstanding user interface which has eluded North American systems and encouraged cord-cutting here. Comcast is levering a little, but generating strong free cash flow. They won't buy back stocks, but overall the Sky deal is a great move.