Why did Comcast (CMCSA) stock move recently?

On 7/28/2026, Comcast moved +6.1% — Comcast shares rose on news of a multiyear deal bundling Peacock with YouTube Premium for U.S. subscribers starting early 2027, a major distribution win following Peacock's first profitable quarter. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Comcast (CMCSA) overvalued or fairly valued?

MarketChacha shows Comcast's valuation in context — a trailing P/E of about 4.6, a forward P/E of about 7.0, a price-to-book of about 1.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Comcast's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.74×) from reported figures — education, not a rating.

What is Comcast's revenue?

Comcast reported revenue of $123.7B for FY2025, with net profit of $20.0B, per official filings.

What is the share price of Comcast (CMCSA)?

Comcast last traded at $25.20 (-0.6% on the day), as of 8/10/2026 — a delayed quote shown for education, not investment advice.

Comcast

CMCSA · NASDAQ · Media · United States

Snapshot

TickerCMCSA

ExchangeNASDAQ

SectorMedia

IndustryTelecom Services

CountryUnited States

Employees179,000

HeadquartersPhiladelphia, United States

Websitecorporate.comcast.com

Filings tracked25

About Comcast

Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. Its Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, wireline voice, and wireless services; and ethernet network services for medium-sized customers and larger enterprises. Its Media segment operates NBCUniversal's national and regional cable networks; the NBC and Telemundo broadcast networks and owned local broadcast television stations; and Peacock, a direct-to-consumer streaming services. The company also operates international television networks comprising the Sky Sports networks, as well as other digital properties. Its Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. It also offers a consolidated streaming platforms under the Philadelphia Flyers and the Xfinity Mobile Arena in Philadelphia, Pennsylvania; and Xumo. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Who owns it

Insiders0.7%
Institutions94.9%
Public & other4.4%

2,601 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.8.85%
Vanguard Capital Management LLC6.59%
State Street Corporation5.51%
Capital World Investors5.15%
Charles Schwab Investment Management, Inc.3.43%
Invesco Ltd.3.39%
Dodge & Cox Inc.3.20%
Capital Research Global Investors2.53%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.74×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend12.7% → 16.2%

Margin has expanded by about 3.5 points — the business is getting more profitable.

Return on equity20.6%

Latest ROE of 20.6% — capital is generating a healthy return.

Growth qualityrev 1% · PAT 14%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $30.5B · EPS 0.70

Est. earnings growth -16.7%

Next fiscal year

Rev $118.4B · EPS 3.62

Est. earnings growth +3.0%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$123.7B

Net margin

16.2%

ROE

20.6%

Revenue CAGR (2y)

+0.9%

Profit CAGR (2y)

+14.0%

EPS (FY2025)

5.39

Net profit (FY2025)

$20.0B

Ask MarketChacha about CMCSA

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 28, 2026
Comcast shares rose on news of a multiyear deal bundling Peacock with YouTube Premium for U.S. subscribers starting early 2027, a major distribution win following Peacock's first profitable quarter.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 27, 2026
No specific company catalyst identified for the July 27 move; earnings and 8-K results were released July 23 with mixed post-earnings commentary on broadband trends versus media outlook, and the stock appears to have moved with the broader sector/market.
· confidence: low
Jul 23, 2026
Comcast fell ~6.8% after reporting Q2 2026 results (EPS $1.04 beat vs ~$0.97 expected; revenue $29.94B beat vs ~$29.24B expected) as headline YoY declines in net income, Adjusted EBITDA, and revenue (partly from prior-year Hulu gain and Versant/Sky separations) plus pro forma trends and outlook commentary weighed on sentiment.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$123.7B	$20.0B	5.39	16.2%	20.6%
FY2024	$123.7B	$16.2B	4.14	13.1%	18.9%
FY2023	$121.6B	$15.4B	3.71	12.7%	18.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$29.9B	$3.5B	0.99	11.8%
2026Q1	$31.5B	$2.2B	0.60	6.9%
2025Q3	$31.2B	$3.3B	0.90	10.7%
2025Q2	$30.3B	$11.1B	2.98	36.7%
2025Q1	$29.9B	$3.4B	0.89	11.3%
2024Q3	$32.1B	$3.6B	0.94	11.3%
2024Q2	$29.7B	$3.9B	1.00	13.2%
2024Q1	$30.1B	$3.9B	0.97	12.8%
2023Q3	$30.1B	$4.0B	0.98	13.4%
2023Q2	$30.5B	$4.2B	1.02	13.9%
2023Q1	$29.7B	$3.8B	0.91	12.9%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC7/23/2026
8-K — Results of operations, Exhibits
SEC7/23/2026material
8-K — Other events, Exhibits
SEC6/29/2026material
8-K — Shareholder vote results
SEC6/12/2026material
8-K — Other events, Exhibits
SEC6/3/2026material
8-K — Other events, Exhibits
SEC6/2/2026material
8-K — Other events, Exhibits
SEC5/27/2026material
8-K — Results of operations, Exhibits
SEC4/23/2026material
10-Q filing
SEC4/23/2026
8-K — Reg FD disclosure, Exhibits
SEC3/16/2026material
8-K — Executive/director change
SEC2/27/2026material
10-K filing
SEC2/3/2026
8-K — Results of operations, Exhibits
SEC1/29/2026material
8-K — Other events, Exhibits
SEC1/5/2026material

2025

8-K — Executive/director change
SEC12/23/2025material
8-K — Reg FD disclosure
SEC12/16/2025material
8-K — Unregistered equity sale, Bylaw/charter change, Exhibits
SEC12/15/2025material
8-K — Other events, Exhibits
SEC12/3/2025material
8-K — Results of operations, Exhibits
SEC10/30/2025material
10-Q filing
SEC10/30/2025
8-K — Material financial obligation, Other events, Exhibits
SEC10/9/2025material
8-K — Other events, Exhibits
SEC10/8/2025material
8-K — Other events, Exhibits
SEC10/6/2025material
8-K — Material financial obligation, Other events, Exhibits
SEC10/2/2025material
8-K — Other events, Exhibits
SEC10/1/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.