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Compare Stocks › CMCSA vs DE

Comcast Corporation (CMCSA) vs Deere & Company (DE): Which Is the Better Buy in 2026?

As of 2026-06-19, CMCSA is undervalued at $22, with a DCF intrinsic value of $107 and a margin of safety of 79%. DE is undervalued at $589, with an intrinsic value of $1030 and a margin of safety of 43%. Of the two, CMCSA has the wider margin of safety.

CMCSA
Comcast Corporation
$22.43
VS
DE
Deere & Company
$589.24

Rewards

CMCSA
  • ★Gross margin of 70.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Free cash flow has grown at a 15.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
  • ★Share count has been reduced by 15% over the past 4 years through buybacks, increasing each share's claim on earnings.
DE
  • ★Free cash flow has grown at a 52.5% CAGR over the past 4 years, demonstrating strong earnings power growth.

Risks

CMCSA
  • ⚠PEG ratio of 142.98 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
  • ⚠Altman Z-Score of 1.37 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
DE
  • ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
  • ⚠Trailing P/E of 33.3x is 87% above the historical average of 17.8x — the stock trades at a premium to its own history.
  • ⚠High leverage (3.08x net debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.

Key Valuation Metrics

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CMCSA
DE
Valuation
$19.23B
Free Cash Flow
$3.23B
24.01%
FCF Yield
2.03%
4.40
Trailing P/E
33.33
5.93
Forward P/E
25.78
Quality & Moat
7.10%
ROIC
10.65%
20.92%
ROE
18.35%
70.13%
Gross Margin
25.96%
142.98
PEG Ratio
1.78
Balance Sheet Safety
0.96
Net Debt / Equity
3.08
N/A
Interest Coverage
N/A
2.41
Net Debt / EBITDA
4.60
5.82%
Dividend Yield
1.11%
CMCSA: 9Ties: 1DE: 2
CMCSADE

Historical Fundamentals

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CMCSA

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

DE

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

$1 Retained Earnings Test

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CMCSA
$-1.01
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$37.10B
Δ Market Cap
$-37.35B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
DE
$-0.13
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$17.54B
Δ Market Cap
$-2.23B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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CMCSA
79.0% Margin of Safety
Price is 79.0% below estimated fair value
Current Price: $22.43
Fair Value: $106.88
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
DE
42.8% Margin of Safety
Price is 42.8% below estimated fair value
Current Price: $589.24
Fair Value: $1029.59
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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CMCSA

What growth rate is the market pricing in at $22?

-5.8%
Market-Implied Owner Earnings Growth
Standard FCF implies -4.0%

The market implies -5.8% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding -4.0%, reflecting heavy growth investment expected to generate future returns.

DE

What growth rate is the market pricing in at $589?

+17.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +23.1%

The market implies +17.0% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +23.1%, reflecting heavy growth investment.

Economic Moat Score

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CMCSA
67/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
DE
50/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with margin stability as the key competitive advantage. Improving revenue predictability would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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CMCSA
-2.73
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
DE
-2.52
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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CMCSA
Insiders 0.7%Institutions 93.7%Retail & Other 5.6%
No. of Institutional Holders2,738
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
DE
Insiders 0.2%Institutions 82.8%Retail & Other 17.0%
No. of Institutional Holders3,298
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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CMCSA
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
DE
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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CMCSA
0
Sells (3M)
2
Sells (12M)
Total value (12M): $388,385
ARMSTRONG JASON S
Chief Financial Officer
$142,617
@ $31.73 · 2026-03-05
NAKAHARA ASUKA
Director
$245,768
@ $29.70 · 2026-02-03
ROBERTS BRIAN L
Chief Executive Officer
$20.06M
@ $42.73 · 2024-11-27
BACON KENNETH J
Director
$625,093
@ $43.39 · 2024-11-22
ARMSTRONG JASON S
Chief Financial Officer
$1.04M
@ $44.84 · 2024-11-06
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
DE
0
Sells (3M)
3
Sells (12M)
Total value (12M): $32.47M
REED CORY J.
Officer
$6.12M
@ $510.00 · 2026-01-14
MAY JOHN C. II
Chief Executive Officer
$20.80M
@ $501.49 · 2026-01-08
MAY JOHN C. II
Chief Executive Officer
$5.55M
@ $500.08 · 2025-11-25
KALATHUR RAJESH
Chief Technology Officer
$12.30M
@ $500.61 · 2025-02-18
REED CORY J.
Officer
$5.05M
@ $377.63 · 2024-06-24
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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CMCSA
FearGreed
😨Fear(30/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
DE
FearGreed
😏Greed(61/100)

"Market is optimistic — be cautious and ensure you have a margin of safety"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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CMCSA
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (30)
DE
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Greed (61)
View CMCSA Full AnalysisView DE Full Analysis

Frequently Asked Questions: CMCSA vs DE

Is Comcast Corporation or Deere & Company more undervalued in 2026?▼

Based on our discounted cash flow model, CMCSA trades at a 79.0% margin of safety (intrinsic value $107 vs. price $22), compared to DE's 42.8% margin of safety (intrinsic $1030 vs. $589).

Which stock has a wider economic moat, Comcast Corporation or Deere & Company?▼

CMCSA scores 67/100 (Narrow moat), while DE scores 50/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Is Comcast Corporation in financial distress?▼

CMCSA's Altman Z-Score of 1.4 places it in the Distress zone, signaling elevated bankruptcy risk. DE scores 2.9 (Grey zone). The Altman Z-Score is a five-factor model that predicts insolvency within two years; scores below 1.81 indicate significant distress.

Which company has better free cash flow, Comcast Corporation or Deere & Company?▼

Comcast Corporation (CMCSA) generates a 24.0% free cash flow yield, compared to Deere & Company's 2.0%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

Which stock has higher return on invested capital, Comcast Corporation or Deere & Company?▼

DE earns 10.7% ROIC versus CMCSA's 7.1%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

Which dividend is safer, Comcast Corporation's or Deere & Company's?▼

DE's dividend earns a safety score of 94/100 (Very Safe), compared to CMCSA's 94/100 (Very Safe). DE has raised its dividend for 3 consecutive years.