Comcast Corp (CMCSA) is undervalued and T-Mobile US Inc (TMUS) is undervalued.
Against our estimates of intrinsic value, CMCSA trades at the wider discount: a margin of safety of +73%, against +37% for TMUS.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 5.9% (average of 3 methods) values the shares at $82.34; the price of $22.42 is 73% below that value, and 87% of that value comes from beyond year five.
Leak Score 68/100 on 9 of 12 signals
Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $258.71; the price of $162.41 is 37% below that value, and 80% of that value comes from beyond year five.
Leak Score 73/100 on 10 of 12 signals
| Metric | CMCSA | TMUS |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $22.42 | $162.41 |
| Intrinsic value | $82.34 | $258.71 |
| Margin of safety | +73% | +37% |
| Leak Score | 68/100 (9/12) | 73/100 (10/12) |
| Market cap | $79.6B | $174.2B |
| Revenue growth, 5 years | 3.6% | 5.2% |
| Operating margin | 14.8% | 21.2% |
| Net margin | 9.0% | 11.4% |
| Return on equity | 12.0% | 18.0% |
| Debt to equity | 1.01 | 2.12 |
| P/E | 7.3x | 17.0x |
| Forward P/E | 6.3x | 11.7x |
| P/B | 0.9x | 3.1x |
| Dividend yield | 5.9% | 2.5% |