Comcast is a global media and technology company that operates through four main segments:

—- Cable Communications: This segment is Comcast's largest and most profitable, generating over $66 billion in revenue in 2022. It includes residential and business broadband internet, video, and voice services. Comcast's Cable Communications segment is the largest cable operator in the United States, serving over 52 million homes and businesses.

—- NBCUniversal: This segment includes NBCUniversal's media and studio businesses, such as its television networks, film studios, and theme parks. It generated over $39 billion in revenue in 2022. NBCUniversal is one of the world's leading media and entertainment companies, with a portfolio of iconic brands, including NBC, NBCUniversal Television and Streaming, Universal Pictures, Universal Studios Hollywood, and Universal Parks and Resorts.

—- Sky: This segment consists of Comcast's ownership of Sky Group, a European telecommunications company. It generated over $18 billion in revenue in 2022. Sky is a leading provider of pay television, broadband internet, and mobile services in Europe, operating in the United Kingdom, Ireland, Germany, Italy, Austria, and Switzerland.

—- Corporate and Headquarters: This segment includes corporate overhead and other miscellaneous expenses. It generated over $1 billion in revenue in 2022. The Corporate and Headquarters segment provides essential support functions for Comcast's other segments, including finance, human resources, legal, and technology.

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Comcast Revenue by Segment and Growth (2019-2023)

— Comcast's revenue from the Cable Communications segment has grown by 24.16% over the past five years, reaching $66.3 billion in Q3 2023.

— The NBCUniversal segment has experienced significant growth, with a revenue increase of 84.04% to $39.2 billion in Q3 2023.

— Sky's revenue has seen modest growth of -2.70% over the past five years, reaching $18.0 billion in Q3 2023.

— The Corporate and Headquarters segment has witnessed a steady increase of 20.00% in revenue, reaching $1.2 billion in Q3 2023.

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Overall, Comcast's EPS have grown 38% since 2019, giving us a CAGR of around 6.72%.

Now with valuation…

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• 11.75 PE
• 9.86 F PE
• 1.04 PEG

Cheap company, makes sense considering the slow growth.

What could make it go up? Universal Epic:

Universal Epic Universe is an upcoming theme park set to open in 2025, and it's poised to be the most immersive and groundbreaking theme park experience ever created. Located at Universal Orlando Resort in Florida, Universal Epic Universe will transport guests to fantastical worlds inspired by beloved films, television shows, and video games.
The park will feature four distinct, fully immersive themed lands:
-Super Nintendo World: Step into the Mushroom Kingdom and experience thrilling rides, interactive attractions, and delectable treats inspired by Nintendo characters.

-How to Train Your Dragon: Soar through the skies with Hiccup and Toothless on a breathtaking roller coaster adventure, and explore immersive lands filled with dragons and Vikings.

-Wizarding World: Expand your magical adventures beyond Hogwarts and immerse yourself in the enchanting realms of Fantastic Beasts and Where to Find Them.

-Celestial Park: Journey into a realm of celestial wonders, where you'll encounter dazzling attractions, captivating entertainment, and innovative dining experiences.

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Universal Epic Universe is set to be a massive theme park, covering an impressive 750 acres. This is more than double the size of the existing Universal Orlando Resort, which currently spans approximately 330 acres. The expansion will make Universal Orlando the largest theme park resort in North America.

The extra space will allow for the creation of four fully-immersive themed lands, each with its own unique attractions, dining experiences, and entertainment offerings. The park will also feature a variety of hotels, shops, and restaurants, providing guests with everything they need for an unforgettable vacation experience.