Comcast Corp (CMCSA) is undervalued and Verizon Communications Inc (VZ) is undervalued.
Against our estimates of intrinsic value, CMCSA trades at the wider discount: a margin of safety of +73%, against +64% for VZ.
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 5.7% (average of 3 methods) values the shares at $128.11; the price of $46.45 is 64% below that value, and 88% of that value comes from beyond year five.
Leak Score 69/100 on 10 of 12 signals
| Metric | CMCSA | VZ |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $22.42 | $46.45 |
| Intrinsic value | $82.34 | $128.11 |
| Margin of safety | +73% | +64% |
| Leak Score | 68/100 (9/12) | 69/100 (10/12) |
| Market cap | $79.6B | $193.0B |
| Revenue growth, 5 years | 3.6% | 1.5% |
| Operating margin | 14.8% | 22.7% |
| Net margin | 9.0% | 11.6% |
| Return on equity | 12.0% | 15.6% |
| Debt to equity | 1.01 | 1.81 |
| P/E | 7.3x | 12.1x |
| Forward P/E | 6.3x | 8.8x |
| P/B | 0.9x | 1.9x |
| Dividend yield | 5.9% | 6.1% |