Comcast Corporation offers an attractive income opportunity, with a 4.5%+ dividend yield and a robust payout ratio below 30%. Despite secular declines in broadband and cable TV, CMCSA's wireless, theme parks, and Peacock streaming segments are driving growth and offsetting losses. Valuation is compelling, with a forward PE of ~6.5x and shares trading at a 5-year low, suggesting deep value and limited downside risk.
First Eagle U.S. Fund A Shares (without sales charge*) posted a return of 7.55% in third quarter 2025. Materials and industrials were the leading contributors among equity sectors, while consumer staples detracted and real estate was flattish. The gold price continued to set new record nominal highs during the quarter.
Legacy media companies are trying to beef up their offerings, to fend off competition from streaming platforms.
A deal would bulk up Comcast's footprint in Europe, where it already owns pay-TV operator Sky, and leave British broadcaster ITV focused on its studios operations.
Comcast stock (NASDAQ: CMCSA), one of the largest cable television and internet service providers in the U.S., has experienced a decline in its stock, now approximately $28 per share, down over 50% from its peak of $61.75 in September 2022. This selloff has resulted in Comcast's valuation being pegged at a modest 6.5x forward earnings, with a dividend yield nearing 5% – indicators that imply investors are anticipating a prolonged downturn.
On October 30, 2025, Comcast Corp. (NASDAQ: CMCSA, $26.98; Market Capitalization: $98.3 billion) reported 3Q25 results. Revenue declined 2.7% YoY to $31.2 billion as previous year's revenue benefited from $1.9 billion in incremental revenue from the Paris Olympics.
Recently, Zacks.com users have been paying close attention to Comcast (CMCSA). This makes it worthwhile to examine what the stock has in store.
CMCSA beats Q3 earnings and revenue estimates despite lower Y/Y revenue due to last year's Paris Olympics boost.
Comcast Corporation ( CMCSA ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Marci Ryvicker - Executive Vice President of Investor Relations Michael Cavanagh - President Jason Armstrong - Chief Financial Officer Brian Roberts - Chairman & CEO David Watson - Chief Executive Officer of Connectivity & Platforms Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Craig Moffett - MoffettNathanson LLC Benjamin Swinburne - Morgan Stanley, Research Division Jessica Reif Cohen - BofA Securities, Research Division John Hodulik - UBS Investment Bank, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to Comcast's Third Quarter Earnings Conference Call. [Operator Instructions] Please note, this conference call is being recorded.
While the top- and bottom-line numbers for Comcast (CMCSA) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Comcast (CMCSA) may not be a high-growth story, but its steady profits, strong cash flows, and discounted valuation make it worth a closer look.Comcast stock merits your attention. Why? Because you benefit from high margins – indicative of pricing power and cash generation ability – at a discounted price.
The company lost 104,000 subscribers from its crucial domestic broadband business in the third quarter, a downward trend the company predicted will continue.