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Compare Stocks › CMCSA vs DE

Comcast Corporation (CMCSA) vs Deere & Company (DE)

CMCSA
Comcast Corporation
$28.98
VS
DE
Deere & Company
$567.58

Rewards

CMCSA
  • ★Gross margin of 71.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Comcast Corporation scores 72/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
  • ★Free cash flow has grown at a 15.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
DE
  • ★Free cash flow has grown at a 52.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
  • ★Dividend yield of 1.14% with a consistent or growing payout over the past 4 years.

Risks

CMCSA
  • ⚠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 2.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
  • ⚠Trailing P/E of 32.0x is 80% above the historical average of 17.8x — the stock trades at a premium to its own history.
  • ⚠High leverage (2.40x 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
$4.20B
18.21%
FCF Yield
2.74%
5.38
Trailing P/E
32.05
7.28
Forward P/E
24.54
Quality & Moat
5.21%
ROIC
3.82%
20.54%
ROE
19.07%
71.75%
Gross Margin
26.25%
N/A
PEG Ratio
N/A
Balance Sheet Safety
1.08
Debt / Equity
2.40
N/A
Interest Coverage
N/A
2.59
Net Debt / EBITDA
6.74
4.55%
Dividend Yield
1.14%
CMCSA: 10Ties: 1DE: 0
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.

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.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$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
70.0% Margin of Safety
Price is 70.0% below estimated fair value
Current Price: $28.98
Fair Value: $96.45
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
DE
46.2% Margin of Safety
Price is 46.2% below estimated fair value
Current Price: $567.58
Fair Value: $1054.97
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 $29?

-1.8%
Market-Implied Owner Earnings Growth
Standard FCF implies -1.2%

The market implies -1.8% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding -1.2%, reflecting heavy growth investment expected to generate future returns.

DE

What growth rate is the market pricing in at $568?

+17.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.3%

The market implies +17.8% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +20.3%, reflecting heavy growth investment.

Economic Moat Score

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CMCSA
72/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by margin stability. ROIC Consistency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 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 0.8%Institutions 88.8%Retail & Other 10.5%
No. of Institutional Holders2,770
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 83.1%Retail & Other 16.7%
No. of Institutional Holders3,146
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
2
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
2
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
😐Neutral(46/100)

"Market is pricing this stock without strong emotion in either direction"

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
😐Neutral(44/100)

"Market is pricing this stock without strong emotion in either direction"

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: Neutral (46)
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: Neutral (44)
View CMCSA Full AnalysisView DE Full Analysis