CMCSA
Comcast Corporation
CMCSA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
META
Meta Platforms, Inc.
META 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.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
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 has the edge over META in the historical PE scenario, which offers more potential upside but is not a forecast.
META PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $624 | — |
| Cheap | 21x | $613 | -1.7% |
| Current | 21x | $624 | — |
| Fair | 27x | $803 | +29% |
| Expensive | 32x | $934 | +50% |
Historical ranges are pointers, not guarantees.
META's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
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.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for META, but weaker profitability. However, they disagree widely on these estimates.
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.
META Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $32.16 | +9.7% |
| Q3 2026 | $29.32 | +30% |
| Q2 2026 | $26.54 | -3.7% |
| Q1 2026 | $27.50 | +7.5% |
| Q4 2025 | $23.49 | -1.6% |
| Q3 2025 | $22.58 | +6.5% |
| Q2 2025 | $27.56 | +41% |
| Q1 2025 | $25.58 | +47% |
| Q4 2024 | $23.86 | +60% |
META has the edge over CMCSA on earnings, with stronger typical year-over-year growth.
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.
META Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.6B | +26% |
| Q2 2026 | $60.8B | +28% |
| Q1 2026 | $56.3B | +33% |
| Q4 2025 | $59.9B | +24% |
| Q3 2025 | $51.2B | +26% |
| Q2 2025 | $47.5B | +22% |
| Q1 2025 | $42.3B | +16% |
| Q4 2024 | $48.4B | +21% |
META has the edge over CMCSA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -20 points |
| Q2 2026 | 31% | -12 points |
| Q1 2026 | 41% | -0.9 points |
| Q4 2025 | 41% | -7 points |
| Q3 2025 | 40% | -2.7 points |
| Q2 2025 | 43% | +5 points |
| Q1 2025 | 41% | +3.6 points |
| Q4 2024 | 48% | +7.4 points |
META 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 META on cash flow, with more consistent year-over-year improvement.
META Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -110% |
| Q2 2026 | $1.7B | -81% |
| Q1 2026 | $13.2B | +19% |
| Q4 2025 | $14.8B | +9.3% |
| Q3 2025 | $11.2B | -32% |
| Q2 2025 | $9B | -19% |
| Q1 2025 | $11.1B | -14% |
| Q4 2024 | $13.6B | +16% |
META usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $28.6B 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 META 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.
META Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +7M shares |
| 1 year | 0% | +1M shares |
| 3 years | -2.6% | -68M shares |
| 5 years | -10% | -286M shares |
| Available history | -11% | -303M shares |
META has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $3.3B |
| Q2 2025 | $10.2B |
| Q1 2025 | $12.8B |
| Q4 2024 | — |
META hasn't bought back shares in the past year.
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.
META Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | -0.2x | Net Cash |
META 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).
META Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 33.7 | Neutral |
META's weekly RSI is 48 (neutral) and its Stochastic is 34 (neutral).
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 META on valuation relative to its sector.
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META is trading at 21x earnings, a 29% premium to the Communication Services sector's median of 16x.
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 the edge over META on trend strength, trading above more of its moving averages.
META Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $674.9 | 7.6% below |
| 20 week MA | $634.5 | 1.7% below |
| 50 week MA | $630.8 | 1.1% below |
| 100 week MA | $647.8 | 3.7% below |
| 200 week MA | $517.5 | 21% above |
META has fallen below most of its moving averages, though it's still 21% 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.
META Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $208.1 | $267.4 | +28% |
| 2021 | $267.4 | $335.2 | +25% |
| 2022 | $335.2 | $118.0 | -65% |
| 2023 | $118.0 | $354.0 | +200% |
| 2024 | $354.0 | $599.8 | +69% |
| 2025 | $599.8 | $663.3 | +11% |
| 2026 YTD | $663.3 | $623.6 | -6% |
META has the edge over CMCSA on returns for 2026, with the stronger performance.