CMCSA
Comcast Corporation
CMCSA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
GOOGL
Alphabet Inc.
GOOGL has the edge over CMCSA overall, supported by stronger modeled upside and stronger fundamentals.
CMCSA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Stable |
CMCSA's cash flow is currently healthy, and its revenue, profitability and balance sheet are stable.
GOOGL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Under pressure | |
| Healthy |
GOOGL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
CMCSA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.3x | $24.80 | — |
| Cheap | 7.7x | $24.36 | -1.8% |
| Current | 7.8x | $24.80 | — |
| Fair | 13x | $41.21 | +66% |
| Expensive | 23x | $73.94 | +198% |
Historical ranges are pointers, not guarantees.
CMCSA's PE is in its cheap range at 7.8x. On analysts' estimates for next year's earnings, today's price would be 7.3x.
GOOGL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 16x | $299 | — |
| Cheap | 20x | $378 | +27% |
| Forward | 22x | $299 | — |
| Fair | 26x | $497 | +66% |
| Expensive | 31x | $586 | +96% |
Historical ranges are pointers, not guarantees.
GOOGL has the edge over CMCSA in the historical PE scenario, which offers more potential upside but is not a forecast.
CMCSA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect CMCSA's profitability to improve, with its earnings and revenue holding steady. However, they disagree widely on these estimates.
GOOGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for GOOGL, but weaker profitability.
CMCSA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.38 | +6.3% |
| Q3 2026 | $3.18 | -47% |
| Q2 2026 | $3.11 | -49% |
| Q1 2026 | $5.10 | +26% |
| Q4 2025 | $5.39 | +30% |
| Q3 2025 | $6.00 | +62% |
| Q2 2025 | $6.04 | +61% |
| Q1 2025 | $4.06 | +7.7% |
| Q4 2024 | $4.14 | +12% |
CMCSA's earnings per share have fallen from their peak: $3.18 over the past year, against $6.04 in mid-2025.
GOOGL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.89 | -28% |
| Q3 2026 | $19.16 | +89% |
| Q2 2026 | $19.91 | +112% |
| Q1 2026 | $13.11 | +46% |
| Q4 2025 | $10.81 | +34% |
| Q3 2025 | $10.13 | +34% |
| Q2 2025 | $9.38 | +35% |
| Q1 2025 | $8.96 | +37% |
| Q4 2024 | $8.04 | +39% |
GOOGL has the edge over CMCSA on earnings, with more consistent year-over-year improvement.
CMCSA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $29.3B | -6.1% |
| Q2 2026 | $29.9B | -1.2% |
| Q1 2026 | $31.5B | +5.3% |
| Q4 2025 | $32.3B | +1.2% |
| Q3 2025 | $31.2B | -2.7% |
| Q2 2025 | $30.3B | +2.1% |
| Q1 2025 | $29.9B | -0.6% |
| Q4 2024 | $31.9B | +2.1% |
CMCSA's revenue grew through 2021 and has held roughly level since: $29.3B last quarter, down 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +0.4 points |
| Q2 2026 | 17% | -2.5 points |
| Q1 2026 | 13% | -5.8 points |
| Q4 2025 | 11% | -4.8 points |
| Q3 2025 | 18% | -0.5 points |
| Q2 2025 | 20% | -2.6 points |
| Q1 2025 | 19% | -0.4 points |
| Q4 2024 | 16% | +1.3 points |
CMCSA's operating margin was 18% last quarter, about level with the same quarter a year ago.
GOOGL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $127.6B | +25% |
| Q2 2026 | $119.8B | +24% |
| Q1 2026 | $109.9B | +22% |
| Q4 2025 | $113.8B | +18% |
| Q3 2025 | $102.3B | +16% |
| Q2 2025 | $96.4B | +14% |
| Q1 2025 | $90.2B | +12% |
| Q4 2024 | $96.5B | +12% |
GOOGL has the edge over CMCSA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +1.3 points |
| Q2 2026 | 34% | +1.6 points |
| Q1 2026 | 36% | +2.2 points |
| Q4 2025 | 32% | -0.5 points |
| Q3 2025 | 31% | -1.8 points |
| Q2 2025 | 32% | +0.1 points |
| Q1 2025 | 34% | +2.3 points |
| Q4 2024 | 32% | +4.6 points |
GOOGL has the edge over CMCSA on profitability, with a higher operating margin.
CMCSA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.8B | -14% |
| Q2 2026 | $5.2B | +1% |
| Q1 2026 | $4.5B | -25% |
| Q4 2025 | $5.1B | +22% |
| Q3 2025 | $5.6B | +37% |
| Q2 2025 | $5.1B | +157% |
| Q1 2025 | $6B | +16% |
| Q4 2024 | $4.2B | +60% |
CMCSA has the edge over GOOGL on cash flow, with more consistent year-over-year improvement.
GOOGL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.1B | -137% |
| Q2 2026 | -$5.9B | -210% |
| Q1 2026 | $10.1B | -47% |
| Q4 2025 | $24.6B | -1.2% |
| Q3 2025 | $24.5B | +39% |
| Q2 2025 | $5.3B | -61% |
| Q1 2025 | $19B | +13% |
| Q4 2024 | $24.8B | +215% |
GOOGL usually generates cash, though not every quarter: the latest was −$9.1B, but it generated $19.7B over the past year.
CMCSA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -8M shares |
| 1 year | -3.4% | -127M shares |
| 3 years | -14% | -579M shares |
| 5 years | -24% | -1.1B shares |
| Available history | -23% | -1B shares |
CMCSA has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q2 2026 | $1B |
| Q1 2026 | $1.5B |
| Q4 2025 | $1.5B |
| Q3 2025 | $1.6B |
| Q2 2025 | $1.8B |
| Q1 2025 | $2.2B |
| Q4 2024 | $2.2B |
CMCSA spent $4.1B buying back its own shares over the past year, down 48% from the year before.
GOOGL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +59M shares |
| 1 year | +1.4% | +165M shares |
| 3 years | -1.2% | -148M shares |
| 5 years | -6.8% | -907M shares |
| Available history | -10% | -1.4B shares |
GOOGL has 12.4B diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $5.5B |
| Q3 2025 | $11.5B |
| Q2 2025 | $13.6B |
| Q1 2025 | $15.1B |
| Q4 2024 | $15.6B |
GOOGL spent $5.5B buying back its own shares over the past year, down 90% from the year before.
CMCSA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.4x | Moderate |
| Q2 2026 | 2.4x | Moderate |
| Q1 2026 | 2.4x | Moderate |
| Q4 2025 | 2.4x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 2.4x | Moderate |
| Q1 2025 | 2.4x | Moderate |
| Q4 2024 | 2.4x | Moderate |
CMCSA's net debt is about 2.4 years of its operating earnings (EBITDA), about the same as a year ago.
GOOGL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
GOOGL has the edge over CMCSA on leverage, with a lower net debt burden relative to earnings.
CMCSA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 53.2 | Neutral |
CMCSA's weekly RSI is 51 (neutral) and its Stochastic is 53 (neutral).
GOOGL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 11.7 | Oversold |
GOOGL's weekly RSI is 40 (neutral) and its Stochastic is 12 (oversold).
CMCSA PE vs Communication Services Sector
| Metric | CMCSA | Sector median | Relative |
|---|---|---|---|
| PE | 7.8x | 16x | 53% below |
| PE % | 17 | 26 | 9 pts below |
CMCSA has the edge over GOOGL on valuation relative to its sector.
GOOGL PE vs Communication Services Sector
| Metric | GOOGL | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | 6% below |
| PE % | 1 | 26 | 25 pts below |
GOOGL is trading at 16x earnings, in line with the Communication Services sector's median of 16x, though its recent earnings include one-off gains.
CMCSA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.6 | 9.5% above |
| 20 week MA | $23.9 | 3.7% above |
| 50 week MA | $26.2 | 5.2% below |
| 100 week MA | $29.9 | 17% below |
| 200 week MA | $35.6 | 30% below |
CMCSA has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 30% below its 200-week average.
GOOGL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $320.4 | 6.8% below |
| 20 week MA | $336.1 | 11% below |
| 50 week MA | $334.5 | 11% below |
| 100 week MA | $267.8 | 12% above |
| 200 week MA | $204.7 | 46% above |
GOOGL has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 46% above its 200-week average.
CMCSA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $45.1 | $50.4 | +12% |
| 2021 | $50.4 | $50.0 | -0.7% |
| 2022 | $50.0 | $35.1 | -30% |
| 2023 | $35.1 | $43.9 | +25% |
| 2024 | $43.9 | $37.9 | -14% |
| 2025 | $37.9 | $27.8 | -27% |
| 2026 YTD | $27.8 | $24.8 | -11% |
CMCSA has finished lower in four of the last six years. It's down 11% so far in 2026.
GOOGL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $67.7 | $86.7 | +28% |
| 2021 | $86.7 | $146.9 | +69% |
| 2022 | $146.9 | $89.2 | -39% |
| 2023 | $89.2 | $139.7 | +57% |
| 2024 | $139.7 | $192.8 | +38% |
| 2025 | $192.8 | $313.5 | +63% |
| 2026 YTD | $313.5 | $298.7 | -4.7% |
GOOGL has the edge over CMCSA on returns for 2026, with the stronger performance.