Comcast (CMCSA)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
$24.95+0.40%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · CMCSA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-11-05.
The screen ranks CMCSA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1899).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 0% of the last 1 guided quarters · -22.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We're encouraged by improving customer satisfaction, strong conversion of free wireless lines to paid relationships, growing adoption of premium wireless plans across our 10.6 million total wireless…
Stated in 8 of 8 supplied quarters. Management reported: “We're encouraged by improving customer satisfaction, strong conversion of free wireless lines to paid relationships, growing adoption of premium wireless plans across our 10.6 million total wireless lines and healthy growth in Business Services, led by Enterprise, where there is substantial opportunity ahead.” “We delivered our best wireless quarter ever, surpassing 10 million total lines, while penetration remains below 7% of addressable wireless lines in our footprint - giving us substantial runway to deepen convergence and grow customer relationships.”
“We're encouraged by improving customer satisfaction, strong conversion of free wireless lines to paid relationships, growing adoption of premium wireless plans across our 10.6 million total wireless…”
“We delivered our best wireless quarter ever, surpassing 10 million total lines, while penetration remains below 7% of addressable wireless lines in our footprint - giving us substantial runway to dee…”
“1st Quarter 2026 Highlights: • Generated Consolidated Adjusted EBITDA of $7.9 Billion, Adjusted EPS of $0.79 and Free Cash Flow of $3.9 Billion • Returned $2.5 Billion to Shareholders Through a Combi…”
“"It was also our best year ever in wireless, with 1.5 million net line additions and more than 9 million total lines, clear evidence of the strength of our converged connectivity strategy.”
“" In Connectivity, we're taking deliberate steps to strengthen our broadband foundation and accelerate wireless as a meaningful growth engine, adding a record 414,000 wireless lines this quarter – cl…”
“In addition, our wireless business had its best quarter ever, adding 378,000 lines, further demonstrating our competitive advantage in convergence.”
We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial…
Stated in 2 of 8 supplied quarters. Management reported: “We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial strength and flexibility to pursue their respective growth strategies.” “Across the company, we generated $4.6 billion of free cash flow, returned $2.1 billion to shareholders and announced our intention to separate NBCUniversal and Sky - an important step toward creating two focused companies with the financial strength and flexibility to pursue their respective growth strategies ."”
We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial…
Stated in 8 of 8 supplied quarters. Management reported: “We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial strength and flexibility to pursue their respective growth strategies.” “Across the company, we generated $4.6 billion of free cash flow, returned $2.1 billion to shareholders and announced our intention to separate NBCUniversal and Sky - an important step toward creating two focused companies with the financial strength and flexibility to pursue their respective growth strategies ."”
Despite near-term cyclical headwinds in Theme Parks, we remain confident in the business's long-term growth potential.
Stated in 8 of 8 supplied quarters. Management reported: “Within Content & Experiences, Media delivered mid-single digit EBITDA growth and Peacock reached profitability for the first time, supported by a broad slate of sports, entertainment and major live events that drove strong engagement across our platforms.” “Headquarters & Other Content & Experiences Headquarters & Other includes overhead, personnel costs and costs associated with corporate initiatives.”
Continue investing in broadband, wireless, business services, and content to drive growth and improve customer relationships with new go-to-market strategies and expanded offerings.
Over the trailing year it converted 2.29x of net income into operating cash flow. Historically, Communication Services names rated neutral grew net income 40% of the time over the next year (vs 44% for the rest of the cohort, n=1197).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated stable grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1763).
Not investment advice. As of 2026-11-05.
“Excluding the Impact of Foreign Currency, Connectivity & Platforms Adjusted EBITDA Margin Increased 80 Basis Points • Continued the Successful Execution of Our Domestic Network Upgrade and Expansion…”
“Total Return of Capital to Shareholders for the Full Year Was $13.5 Billion, Including $8.6 Billion in Share Repurchases, Reducing Shares Outstanding by 5% • Increased Dividend by $0.08, or 6.5% Year…”
“We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial…”
“Across the company, we generated $4.6 billion of free cash flow, returned $2.1 billion to shareholders and announced our intention to separate NBCUniversal and Sky - an important step toward creating…”
“We generated $4.2 billion in free cash flow and are making meaningful progress on the separation of NBCUniversal and Sky, which remains on track to create two independent companies with the financial…”
“Across the company, we generated $4.6 billion of free cash flow, returned $2.1 billion to shareholders and announced our intention to separate NBCUniversal and Sky - an important step toward creating…”
“Importantly, we generated $3.9 billion in free cash flow and returned $2.5 billion to shareholders this quarter even as we continued to lean into investments across our core growth businesses, unders…”
“Even as we invested behind these initiatives, we generated record levels of free cash flow and maintained a strong balance sheet, reflecting a disciplined approach to capital allocation as we remain…”
“3rd Quarter 2025 Highlights: • Generated Consolidated Adjusted EBITDA of $9.7 Billion, Adjusted EPS of $1.12, and Free Cash Flow of $4.9 Billion • Returned $2.8 Billion to Shareholders Through a Comb…”
““ We delivered solid financial results in the second quarter, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow, while continuing to invest in our growth businesses and returni…”
““ We had strong financial results in the first quarter, growing Adjusted EPS mid-single digits and generating $5.4 billion of free cash flow while investing in our six growth businesses and returning…”
“Total Return of Capital to Shareholders for the Full Year Was $13.5 Billion, Including $8.6 Billion in Share Repurchases, Reducing Shares Outstanding by 5% • Increased Dividend by $0.08, or 6.5% Year…”
“Despite near-term cyclical headwinds in Theme Parks, we remain confident in the business's long-term growth potential.”
“Within Content & Experiences, Media delivered mid-single digit EBITDA growth and Peacock reached profitability for the first time, supported by a broad slate of sports, entertainment and major live e…”
“1st Quarter 2026 Highlights: • Generated Consolidated Adjusted EBITDA of $7.9 Billion, Adjusted EPS of $0.79 and Free Cash Flow of $3.9 Billion • Returned $2.5 Billion to Shareholders Through a Combi…”
“Epic Universe is off to a terrific start, driving higher per-cap spending and attendance across Orlando; and Peacock delivered double-digit revenue growth, underscoring the momentum of its sports and…”
“In Content & Experiences, we're building momentum across NBC and Peacock as we head into one of the most exciting stretches of live sports in our history, including robust NBA coverage which just beg…”
“In Content and Experiences, revenue grew 6% led by Theme Parks, with the successful opening of Epic Universe, which is having a positive impact on our overall Universal Orlando Resort.”
“Peacock Revenue Increased 16% to $1.2 Billion; Peacock Adjusted EBITDA Losses Improved by $424 Million Compared to the Prior Year Period • Studios Adjusted EBITDA Increased 22% to $298 Million, Refle…”
“Total Return of Capital to Shareholders for the Full Year Was $13.5 Billion, Including $8.6 Billion in Share Repurchases, Reducing Shares Outstanding by 5% • Increased Dividend by $0.08, or 6.5% Year…”