Summary
- According to many articles, cable companies are suffering. If that's true, someone forgot to tell Comcast.
- Do investors realize that NBCUniversal alone could be worth as much as half of Comcast's current stock price? Probably not.
- Comcast's acquisition of Sky gave the company a property that isn't easy to replicate.
Comcast Corporation (NASDAQ: CMCSA) is trading at the top of its 52-week range. Some investors might think they have missed the run up in the stock, but using a sum-of-the-parts valuation method, nothing could be further from the truth. In fact, Comcast seems to be significantly undervalued. Investors still have a chance to buy before the market realizes just how cheap the shares really are.
A rose by any other name...
Some investors dismiss Comcast because they see the company as the poster child for negative customer experiences. It's all too easy to find stories about how frustrated customers have been with Comcast. To be fair, the company has been working hard to improve its customer service. The ability to troubleshoot simple issues online, two-hour service windows, and texts when the person is on their way, Comcast is trying to turn its reputation around.
