Comcast Corp (CMCSA) is undervalued and Vodafone Group plc ADR (VOD) is overvalued.
Against our estimates of intrinsic value, CMCSA trades at the wider discount: a margin of safety of +73%, against -132% for VOD.
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 6.2% (average of 2 methods) values the shares at $7.15; the price of $16.62 is 132% above that value, and 86% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
| Metric | CMCSA | VOD |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $22.42 | $16.62 |
| Intrinsic value | $82.34 | $7.15 |
| Margin of safety | +73% | -132% |
| Leak Score | 68/100 (9/12) | 0/100 (2/12) |
| Market cap | $79.6B | $38.5B |
| Revenue growth, 5 years | 3.6% | -1.7% |
| Operating margin | 14.8% | 9.6% |
| Net margin | 9.0% | -1.0% |
| Return on equity | 12.0% | -0.6% |
| Debt to equity | 1.01 | 1.04 |
| P/E | 7.3x | — |
| Forward P/E | 6.3x | 11.1x |
| P/B | 0.9x | 0.7x |
| Dividend yield | 5.9% | 3.4% |