Comcast Corp Class A
CMCSA: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$77.00 | Tphwj | Mtgbjbpr |
Comcast Will Likely See Cable Growth Slow but Its Position Remains Solid
Business Strategy and Outlook
Comcast’s core cable business, which accounts for more than half of the firm’s value, enjoys significant competitive advantages but will likely see growth slow as competition for incremental customers heats up. NBCUniversal isn’t as well positioned but holds unique assets, including core content franchises and theme parks, that should help the transition