Comcast Corp (CMCSA)

CMCSA (NASDAQ:Media) EQUITY
$62.88
pos +0.59
+0.95%
Today's Range: 62.47 - 63.16 | CMCSA Avg Daily Volume: 9,692,800
Last Update: 05/27/16 - 3:59 PM EDT
Volume: 8,079,960
YTD Performance: 11.43%
Open: $62.60
Previous Close: $62.29
52 Week Range: $50.01 - $64.99
Oustanding Shares: 2,427,195,593
Market Cap: 151,190,013,488
6-Month Chart
TheStreet Ratings Grade for CMCSA
Buy Hold Sell
A+ A A- B+ B B- C+ C C- D+ D D- E+ E E- F
TheStreet Ratings is the source for accurate ratings that you can rely upon to make sound, informed financial decisions. Click here to find out about our methodology.
Analysts Ratings
Historical Rec Current 1 Mo. Ago 2 Mo. Ago 3 Mo. Ago
Strong Buy 17 16 17 17
Moderate Buy 2 2 2 2
Hold 2 2 3 3
Moderate Sell 0 0 0 0
Strong Sell 0 0 0 0
Mean Rec. 1.26 1.27 1.34 1.34
Latest Dividend: 0.28
Latest Dividend Yield: 1.76%
Dividend Ex-Date: 07/01/16
Price Earnings Ratio: 18.64
Price Earnings Comparisons:
CMCSA Sector Avg. S&P 500
18.64 18.90 12.90
Price Performance History (%Change):
3 Mo 1 Yr 3 Y
8.58% 5.97% 49.89%
GROWTH 12 Mo 3 Yr CAGR
Revenue 8.30 0.20 0.06
Net Income -2.10 0.10 0.02
EPS 1.40 0.40 0.12
Earnings for CMCSA:
EBITDA 24.68B
Revenue 74.51B
Average Earnings Estimates
Qtr (06/16) Qtr (09/16) FY (12/16) FY (12/17)
Average Estimate $0.84 $0.92 $3.54 $3.90
Number of Analysts 23 23 20 24
High Estimate $0.89 $1.00 $3.68 $4.10
Low Estimate $0.80 $0.86 $3.42 $3.73
Prior Year $0.84 $0.80 $3.25 $3.54
Growth Rate (Year over Year) -0.36% 15.16% 8.97% 10.17%
Chart Benchmark
Average Frequency Timeframe
Indicator Chart Scale  
Symbol Comparison Bollinger Bands
By

Doug Kass

 | May 25, 2016 | 4:05 PM EDT
The U.S. dollar weakened. Crude oil rose by nearly a beaner to $49.50. Nat gas climbed a penny. Another weak day for gold, down $5.50 to $1223; I wrote upon the subject yesterday and previously. Agricultural commodities: wheat +2, corn +7, soybeans +31(!), oats +1. Lumber +5. Bonds fell. iShares 20+ Year Treasury Bond ETF (TLT) down half a beaner. The yield on the 10-year U.S. note was unchanged, with the yield at 1.86%. The long bond yield rose by two basis points to 2.67%. Municipals were flat and so were closed-end muni funds. The high-yield market was bid for. iShares iBoxx High Yield Corporate Bond ETF (HYG) up 15 cents and SPDR Barclays High Yield Bond ETF (JNK) up a nickel. Blackstone/GSO Strategic Credit Fund (BGB) was three cents higher and appears to be challenging the recent highs. Banks were the standout group despite no normalization in the yield curve. Insurance was broadly higher. My long, Hartford Financial Services Group (HIG), lagged -- I added. Brokerage stocks on fire. Morgan Stanley (MS) up 40 cents and Goldman Sachs (GS) up $4. Retail rallied after being sold off for weeks. Shorts Nordstrom (JWN) was up 20 cents and Foot Locker (FL) up 75 cents. Energy stocks followed the rise in crude oil. Schlumberger (SLB) was up $2. Old tech was led by an outsize gain in IBM (IBM), up $3, but Intel (INTC), Microsoft (MSFT) and Cisco (CSCO) all were stronger. Media lagged. Comcast (CMCSA) and Disney (DIS) were up only modestly. Staples were higher, but not materially so. Nevertheless, my Consumer Staples Select Sector SPDR Fund (XLP) short (Trade of the Week) is stinking up the joint. Agricultural equipment was strong, with Deere (DE) up 80 cents and Caterpillar (CAT) up $1.30. (T)FANG looks like it is being rotated out of. NOSH was lower, save O'Reilly Automotive (ORLY). CRABBY was led by Citigroup (C) but hurt by Alleghany (Y). In individual stocks, Apple (AAPL) continues its forceful move, up $1.75. It is now in my shorting range. Stay tuned. Potash (POT) recovered from yesterday's loss. Twitter (TWTR) had a dead-cat bounce. DuPont (DD), my large cap fav, looks like it has a mission at $70. My fav short, Coca-Cola (KO), is flat. Oaktree Capital Group (OAK) is better; I have been buying. Here are some valueable columns form Real Money Pro today: Jim "El Capitan" Cramer takes an opposite view of mine on banks. Hey, Mikey, he likes theme!  Rev Shark on lull lite.  Tim "Not Judy or Phil" Collins on investor sentiment, which I believe is fueling the market, in part, this week.  Another one on sentiment from Rev.  Jeremy LaKosh on Staples (SPLS). 
By

Doug Kass

 | May 24, 2016 | 4:07 PM EDT
The U.S. dollar rallied strongly. And stocks lost their correlation to the currency, rising dramatically. Crude oil advanced by 60 cents to $48.68. But nat gas dropped by six cents. Gold declined by more than $22 an ounce; I cautioned about the precious metal yesterday. Again, participants "off sides" much like equities today.  Agricultural commodities were mixed: wheat +2.75, corn +0.75, soybean -2.25, oats -.50. Lumber rose by $2.50 following the buoyant housing data. Bonds fell. Dennis Gartman had quite negative comments on fixed income in his daily letter today. The yield on the 10-year note rose by one basis point to 1.85% and the long bond was flat at 2.63% despite a successful two-year auction. Municipals were well-bid. Closed-end muni bond funds continued toward their second daily advance. High yield was also stronger. Blackstone/GSO Strategic Credit Fund (BGB) sprinted up nearly 1%. Banks flourished with talk of a June/July rate hike and, perhaps, a few more later in the year. Insurance rallied. I added to long Hartford Financial Services Group (HIG). Brokerages rose but failed to rally as hard as the overall market. Retail was weak, though Home Depot (HD) rose $2. Best Buy (BBY) was a feature to downside after disappointing guidance. Surprisingly, my two shorts -- Foot Locker (FL) and Nordstrom (JWN) -- were marginally lower. Old tech was led by Microsoft (MSFT), which caught an analyst upgrade at Cowen and rose $1.50. IBM (IBM) was up a similar amount. Media was up, but marginally. Disney (DIS) and Comcast (CMCSA) were up 50 cents each. Energy stocks underperformed. My short Exxon Mobil (XOM) was up a quarter and short Schlumberger (SLB) rose 60 cents. Staples were higher. Autos were ahead, but small and non-threatening to the shorts. Ford (F) was up 15 cents and General Motors (GM) up 35 cents. Biotech, my new long target, rallied. iShares Nasdaq Biotechnology ETF (IBB) was up $5. Buys Allergan (AGN) gained $3.60, Celgene (CELG) rose $2.35, Gilead Sciences (GILD) was up $2.70 and Intrexon (XON) was up 70 cents.  Ag equipment was well-bid. Caterpillar (CAT) was up 40 cents and Deere (DE) gained $1.40. (T)FANG was marvelous. Strong gains in Netflix (NFLX), Alphabet (GOOGL), Amazon (AMZN) and Facebook (FB). NOSH was strong as investors/traders gobbled up O'Reilly Automotive (ORLY) and HD. CRABBY's six components were higher. In terms of individual stocks, Apple (AAPL) continued its ascent, rising $1.30. Potash (POT), which I sold yesterday, was conspicuously weaker despite Monsanto's (MON) $3 gain. Twitter (TWTR) hit new lows. Oaktree Capital Group (OAK) rallied; I added at low levels today and over last few days. DuPont (DD) is the "world's fair," hitting another new high and up 85 cents. Here are some value-added columns posted on Real Money Pro today: Jim "El Capitan" Cramer on Catalyst City.  Tim "Not Judy or Phil" Collins on an interesting comparison between U.S. Oil Fund (USO) and Alerian MLP (AMLP).  Bret "Meet George" Jensen says take a chill pill.  Tim Melvin on three interesting small bank ideas. Rev Shark gets Billy Joel on us -- it's all just a matter of trust.
By

Doug Kass

 | May 18, 2016 | 4:26 PM EDT
The U.S. dollar strengthened after the Fed's statement. Crude oil was 22 cents lower, closing at $48.09. Gold -- everyone's favorite commodity these days (I am suspect!) -- fell by $12.50 to $1,264. Agricultural commodities were lower: wheat -3,  soybean -7, oats -3. Lumber was -5. Bonds got schmeissed. For now (in response to some questions in Comments Section), I would avoid anything fixed income or sectors that are bond equivalents. The yield on the 10-year leaped by 11 basis points to 1.87%. The long bond rose by nine basis points to 2.68%. Municipals dipped, with taxables' weakness. Closed-end municipal bond funds finally got hit. High-yield bonds were down small. Financials were the world's fair, responding to a hawkish Fed. Banks were spectacular, as were insurance and brokerages, with Morgan Stanley (MS) up more than 4% and Goldman Sachs (GS) up nearly 3.5%. Despite a downturn late in the day they are holding on to most of their gains. Retail continues to be a downside highlight after the big Target (TGT) guide downward. Best Ideas short Nordstrom (JWN) down another beaner.  Old media lagged, led by IBM (IBM). Autos looked flat from the cheap seats! Media struggled, with fav short Disney (DIS) down another $1, breaking par. Comcast (CMCSA) was unchanged. Consumer staples were lower across the board. I will have more on this vulnerable group in the next few days. I remain and have added to my short in Coca-Cola (KO), due to rising costs, lower unit sales and high relative valuation. Energy stocks were lower following a modestly lower energy price. Schlumberger (SLB) was down nearly $1.75 though Exxon Mobil (XOM) was off fractionally. Biotech was up 1.5%. My unowned biotech basket rallied. (T)FANG was stronger on a GS upgrade of Tesla (TSLA), up $7. CRABBY was fueled by Citigroup (C), up $2-plus, and Radian Group (RDN), up 3%. In individual equities, Oaktree Capital Group (OAK) rose 50 cents on financial strength. POT fell off after two good days; I added at $16.15 late in the day. Here are some good columns on Real Money Pro today: Jim "El Capitan" Cramer on Day Two.  RevShark on the Fed versus machines.  Tim "Not Phil of Judy" Collins on the retail wasteland.  Casey Hoerth on the exploration-and-development fallout.  Divine Ms. M is not level on the market!
By

Doug Kass

 | May 11, 2016 | 4:33 PM EDT
The U.S. dollar weakened. Crude oil ramped up to $46.06, up $1.40, proving most pundits wrong both on the downside early this year and the upside recently.  As I have warned, few commodities forecasters are very rigorous in their projection process.  Me, I had a general and strong view that OPEC was dissolving and prices would drop last October. Today, I don't know.  Gold was up $12.40 to $1,277. Agricultural commodities: wheat -2.50, corn -3.25, soybean -5.25, oats -4.25. Lumber down 50 cents. Bonds rallied. The 10-year note yield dropped by two basis points to 1.74% and the long bond by three basis points to 2.58%. Municipals were well-bid, but closed-end municipal bond funds were mixed. Blackstone/GSO Strategic Credit Fund (BGB) was down six cents to just below $14. Banks fared well for most of the day but turned red in the mid-afternoon. Small losses, though. Financial Sector Select SPDR ETF (XLF), the object of my recent disaffection (I am short), was off 26 cents. Insurance generally declined, though Lincoln National (LNC) was flat. Berkshire Hathaway (BRK.B) continued to lose ground, down nearly $2 again today. Brokerages got hit; I covered too early this week. Private equity stocks continue to lag. Retail was the story of the day -- it was a nuclear holocaust. Nordstrom (JWN), my short, was down by $3.40. Macy's got whacked by $5.60. Others were a mess, too. Old tech was weak, led by IBM (IBM), down a beaner. Energy stocks failed to rally in the face of the commodity rise, but losses were contained. Schlumberger (SLB) and Exxon Mobil (XOM) were off fractionally. Auto stocks were lower. Ford (F) was off 20 cents and General Motors (GM) was down 27 cents. They seem to be rolling over after recent gains. Media was weighed down by the Disney miss. DIS was down $4.65 and Comcast (CMCSA) was off 60 cents. Consumer staples were hit across the board. Agricultural equipment performed well in a relative sense -- flat. Biotech was another group that gave a false signal yesterday. iShares Nasdaq Biotechnology ETF (IBB) was down 2%. Valeant (VRX) was down 5.5% and has no rally. My former speculative biotech basket was rotten to the core with large losses. Celgene (CELG) was down $2.50 and Gilead Sciences (GILD) down $2; I believe they are both value traps. (T)FANG was higher most of the day but got hurt with chatter over antitrust issues with Alphabet (GOOGL), down $7. AMZN is a monster, up another $12. Tesla (TSLA) was up small, though Netflix (NFLX) broke down $2.80. NOSH was unappetizing; Nike (NKE) was down $2, O'Reilly Automotive (ORLY) was off $6, Starbucks (SBUX) declined $1.20 (I am short and the shares appear to be rolling over; I might add to this position on any strength) and Home Depot (HD) slid $3. CRABBY's six components were lower.  In terms of individual stocks, Apple continues to stink up the joint (down nearly a beaner -- it remains in liquidation mode). Short or sell it, don't hold it! Twitter (TWTR) up flat, Potash (POT) continues weaker, Radian Group (RDN) is back down and Oaktree Capital Group (OAK) declined 85 cents and is getting back to my buying levels. Long fav DuPont (DD) slipped 30 cents. iShares MSCI United Kingdom (EWU), my short Trade of the Week, was down by only four cents. I remain short. Here are some great columns that appeared on Real Money Pro today: Jim "El Capitan" Cramer on how to win!  Gary "The Sun Will Come Out To" Morrow writes about Facebook (FB) -- he is not high on the stock but is a buyer on weakness.  The stock, like Amazon, continues to be a beast! Jared "Not Bob" Woodard features the latter company in his post.  Tim "Not Phil or Judy" Collins sees issues at Perrigo (PRGO).  Jeremy LaKosh on GM as a value play. He makes some solid points, but I remain short the name.   Tony Owusu sees a silver lining at Disney.
By

Doug Kass

 | May 10, 2016 | 3:17 PM EDT
Markets were oversold. The S&P 500 held the 50-day moving average. The put/call ratio popped back up.  From here, the key might be to watch what other asset classes rally with e
By

Paul Price

 | May 10, 2016 | 8:30 AM EDT

Longtime shareholders' dreams of hitting it big with the film company didn't materialize.

By

Doug Kass

 | May 6, 2016 | 10:34 AM EDT
Let's wrap up my take on Wall Street's major sectors with a look at a few more market segments. (You can read my earlier thoughts on the market's other major sectors here and here.)
By

Doug Kass

 | May 4, 2016 | 3:19 PM EDT
The U.S. dollar strengthened. Crude oil fell by a quarter to $43.40. Nat gas was a nickel to the good. Gold fell by $12.60 to $1,279 and it continues to look like $1,300 is a formidable hurdle. Agricultural commodities quieted down, with wheat and corn moving small. Soybeans +8.50 and oats -3.50. Lumber +1.50. Bonds lifted in price and dropped in yield for the second day in a row. The yield on the 10-year and long bond dropped by two basis points to 1.78% and 2.64%, respectively. Municipals flattened. Closed-end municipal bond funds were mixed. The high-yield market was off somewhat. Blackstone/GSO Strategic Credit Fund (BGB) was down a penny to $13.95. Banks got whacked -- fortunately, as I remain short Financial Select Sector SPDR ETF (XLF) at good prices. Drops of 2% to 3% for the major money center banks. Deutsche Bank (DB) continues lower. Let's watch this and the poor performance of the European banks closely in the weeks ahead. Life insurance stocks also got schmeissed -- again, a good thing for me as I am short Lincoln National (LNC) and MetLife (MET), both down by about a beaner. Berkshire Hathaway (BRK.B) was lower after yesterday's $2+ decline. Brokerages also got hit, with MS down 65 cents and GS down $3.10. I covered my trading short rentals today on this weakness. Old tech was mixed. I covered my MSFT trading short (I didn't like the quality of the earnings report) for a $2 gain this morning. Retail was mixed, but my sole exposure -- short Nordstrom (JWN) -- was down $1.20, continuing its recent weakness. Again, a good thing! Former retail longs Macy's (M), Best Buy (BBY) and Bed, Bath & Beyond (BBBY) were taken to the woodshed today. Consumer staples strengthened. Autos continue their sloppy streak -- I doubled my shorts recently. Ford (F) was down 15 cents and General Motors (GM) down 65 cents. Even Phish (Let Trey Sing!) knows about Peak Autos! Bummed is what you are in "Contact" when your auto stocks are towed. Energy stocks were lower, with Schlumberger (SLB) down $2 and Exxon Mobil (XOM) off 35 cents. I like, others don't. Media made for uninteresting viewing, with Disney (DIS) and Comcast (CMCSA) lower. Biotech continues as a bio wreck. iShares Nasdaq Biotechnology ETF (IBB) was down nearly $8, or almost 3%. Speculative biotech was annihilated, with Acadia Pharmaceuticals (ACAD) down 7% and Portola Pharmaceuticals (PTLA) off nearly 6%. (T)FANG was weighed down by a $9 loss in Tesla (TSLA) as management departures and a Chanos diss on "Fast Money Halftime" impacted the security. Earnings are after close and I am going into it with my small short. TSLA is on my Best Ideas List. NOSH all up, but small. CRABBY was crabby, led by declines in Radian Group (RDN), Citigroup (C) and Alleghany (Y). In miscellaneous action, Twitter (TWTR) had an unaccustomed up day, but Potash (POT) stayed in jail (and I don't see a reason why it will get a "Get Out of Jail" card over the short term with weakening fundamentals). Radian was lower, Oaktree Capital Group (OAK) continues its two-day loss of leaves, Hartford Financial Services Group (HIG) is burdened by its brothers and sisters in the insurance space (I am buying more on weakness), and fav DuPont (DD) continues its decline (but it's too early to add to). Apple gives up much of yesterday's gains, down a beaner. Here is some great analysis from today's Real Money Pro: Jim "El Capitan" on the good health of the broadcasting industry.  Jeremy LaKosh looks for a potential entry point in automaker Ford.  I already have mine – and it's on the short side! RevShark's got the seasonal and Fed fever and jitters. Another good one from Rev on the absence of fear in the marketplace.  Ed Ponsi "Scheme" on trading a lower currency. No Ponsi Scheme in this column!  Divine on the issue of "giddiness."  She's always a great read and makes me think more outside of the envelope.
By

Doug Kass

 | May 3, 2016 | 6:09 PM EDT
The U.S. dollar strengthened. Crude oil dropped by nearly a dollar to close at $43.83. Nat gas rose by four cents. Gold fell by $7.20 to $1,288. $1,300 seems to be something of a hurdle.  Agricultural commodities registered big declines. Wheat -17.00, corn -12.50, soybean -15.25 and oats –5.75. Lumber -4.40. Bonds rallied smartly and yields dove. The 10-year yield declined by seven basis points to 1.79% and the long bond by six basis points to 2.66%. Municipals were well-bid and closed-end municipal bond funds rallied strongly. The high-yield bond market got hit. Blackstone/GSO Strategic Credit Fund (BGB) shed seven cents to close a bit under $14 resistance ($13.96). Banks were clipped in light of lower bond yields, with losses of 2% to 4% for Citigroup (C), Bank of America (BAC) and JPMorgan Chase (JPM). I remain short Financial Select Sector SPDR (XLF), which shed 1.3%. A good think. Life insurance was hit by the specter of reinvestment challenges in a low-rate world. Lincoln  National (LNC) and MetLife (MET) were 3% lower. Hartford Financial Services Group (HIG) held up in a relative sense. Brokers declined with concerns about reduced capital markets activity. Goldman Sachs (GS) was down $3 and Morgan Stanley (MS) off 40 cents. Retail was broadly lower; my short Nordstrom (JWN) was down 80 cents and is my only position in the space. Energy stocks suffered mightily. Schlumberger (SLB) was down $2.17 and Exxon Mobil (XOM) was off $1.02. I remain short bought. Old tech declined broadly. Staples were flattish. Autos suffered as more signs of Peak Autos reign.  Biotech was weak, with iShares Nasdaq Biotechnology ETF (IBB) down $5. I continue to see further weakness in biotech, despite some technical advice to buy here and there. Valeant (VRX) rallied by $3 after Ackman's defense on CNBC's "Fast Money Halftime." My speculative biotech basket got hammered -- thankfully, I am out. Media got hit. Comcast (CMCSA) was down 30 cents and Disney (DIS) off 60 cents. Ag equipment, which I disfavor and am short, was lower. Deere (DE) was down 90 cents and Caterpillar (CAT) down $1.50. (T)FANG's leadership now seems wobbly. Tesla (TSLA) was a standout to the downside, off $6. Amazon (AMZN) fell $13 and Netflix (NFLX) was down 2%. NOSH was mixed. O'Reilly Automotive (ORLY) was up $4 but my short Starbucks (SBUX) dropped by nearly a beaner. CRABBY was lower, led by C and Alleghany (Y), down $7. In miscellaneous stocks, Twitter (TWTR) is in the dumps and hit a new all-time low, Potash (POT) smelled funky, DuPont (DD), my fav large cap, which is extended, slipped $1.24, and Oaktree Capital Group (OAK) was down $1.14. Apple bounced $1.50 after a week of near-consecutive declines. Here is some great material on Real Money Pro today: Jim "El Capitan" Cramer on why not to sell in May and go away.  Ben "Goldfinger" Cross on why gold is struggling.   RevShark thinks the market has halitosis!  Roger Arnold on more volatility ahead.  I enjoyed reading "
By

Tony Owusu

 | May 2, 2016 | 4:43 PM EDT

Subscription service to stream cable channels would cost $40 per month. 

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