- Entry
- $20.66
- Now
- $20.66 +0.0%
- Target
- $26.50
- Score
- —
Comcast's current value is $21. My estimate of fair value is around $26-27, not crazy cheap, but I am confident i have left room for upside. They are currently paying a 6.2% dividend a year. Comcast’s stock price only makes sense if its internet business shrinks every year, forever. The evidence says the decline is real but temporary and partly self-inflicted, so the stock looks too cheap. I broke down their valuation below. Comcast has two parts: \- Cable and …
— ORIGINAL POST ·
Buy on Comcast (CMCSA): I believe the market is pricing a full collapse that isn't happening (reverse DCF analysis on a company with a 25% FCF yield)
· r/ValueInvesting
· Oct 9, 2026