CluenexComcast CMCSA
Comcast scores average on business quality (4.5 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Comcast does
Comcast sells broadband, wireless, and video services to millions of households, while also operating NBCUniversal theme parks and media networks. Customers pay monthly subscription and advertising fees for connectivity and entertainment.
- What it does best
Comcast dominates connectivity infrastructure, delivering a gross margin of 69.4% that outpaces peers like Verizon at 59.4%. This wide edge stems from massive sunk-cost cable plant networks that new entrants cannot easily duplicate without billions in upfront capital.
- The main risk
Fierce broadband competition from fixed wireless and fiber alternatives threatens subscriber retention. With revenue growth stalled at -0.02%, any acceleration in subscriber churn directly hits top-line cash generation.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit at 14.7% with a free cash flow margin near 51%, earning a mediocre profitability score of 4.7. Margins remain compressed by heavy capital spending, limiting the scale benefits of its massive revenue base.
High infrastructure switching costs lock in residential and business broadband subscribers. Gross margins sit in the top decile at the 81st sector percentile, reflecting durable pricing power on core connectivity pipes.
Revenue growth is completely flat at -0.02%, landing in the bottom quartile at the 17th sector percentile. History shows annual revenue stalled near $124 billion, confirming a stagnant top line.
Total debt sits at $98.9 billion against $9.5 billion in cash, leaving interest coverage at 4.2x. Free cash flow reached $17.8B recently, supporting steady buybacks and dividends as leverage hovers near 1.02 debt-to-equity.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on CMCSA
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Comcast scores average on the Cluenex quality check (4.5 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 22, 2026, before the open.
See CMCSA today
- Today's verdict on CMCSA, and why
- Fair value with cautious, base and optimistic cases
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Cite this page: Cluenex, “Comcast (CMCSA)”, https://cluenex.com/stocks/cmcsa/, data as of Oct 10, 2026.