Buffett Brain · Research note
Score updated 22 Oct 2026 · analysis from 25 May 2026
CMCSA· Communication Services
Comcast
Comcast's low ROIC and high leverage limit its appeal despite strong earnings yield.
Buffett fit
Weak fit
Owner
41
Durability
57
Management
37
Price
45
Score updated 22 Oct 2026 · analysis from 25 May 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Communication Services stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
If we owned Comcast entirely, we would focus on optimizing its diverse business segments.
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Comcast's business model is diversified, providing resilience against sector-specific downturns.
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Comcast has been reducing its share count at a CAGR of -5.63%, indicating effective capital return.
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Comcast's earnings yield of 20.77% and yield of 24.75% are attractive, suggesting the stock is undervalued.
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
5- 1Net margin of 14.85% is top-quintile in the sector.
- 2Earnings yield of 20.77% indicates undervaluation.
- 3 yield of 24.75% is compelling.
- 4Share count reduction at a CAGR of -5.63% shows capital return.
Concerns
5- 1 of 6.32% is below the sector top-quintile cutoff of 7.4%.
- 2Debt/Equity ratio of 1.07 indicates high .
- 3Interest coverage of 4.3 is below the desired 5x.
- 4Current ratio of 0.87 suggests potential liquidity issues.
Price history
$22.84-55.6%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Comcast operates in media and technology, with segments in Cable Communications, Media, Studios, Theme Parks, and Sky. The Cable Communications segment provides broadband and other services under the Xfinity brand. Media includes NBCUniversal's TV and streaming platforms. Studios cover film production and distribution. Theme Parks operate globally. Sky offers direct-to-consumer services in Europe. Comcast's unit economics show a net margin of 14.85%, indicating efficient cost management.
What other investors would say
The same company, judged by three other documented playbooks.
Keep researching
Similar companies in Communication Services
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