- Entry
- $23.27
- Now
- $23.60 +1.4%
- Target
- $67.50
- Score
- —
Background: I run a Substack where I pull 16 years of SEC XBRL data on roughly 1,700 tickers and build true FCF screens — operating cash flow minus CapEx minus SBC. Last week I published a detailed DCF on Comcast. This morning they announced the NBCUniversal spinoff. The stock is up 20%+ in premarket. Here's the full analysis. **The starting FCF problem** Comcast reported $19.2B in FCF for 2025 — the highest on record. That number is inflated by two …
— ORIGINAL POST ·
Published a Comcast DCF last week with sum-of-parts spinoff scenario at $55-75. This morning they announced the NBCUniversal spinoff. Full methodology below.
· r/SecurityAnalysis
· Jun 29, 2026