Fair Value Distribution — percentile bands
100.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
-7.8%/yr
±2.9% · revenue growth to justify current price
FCF-Based Reverse DCF
-11.3%/yr
±2.4% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
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Comcast FY2025: Revenue flat at $123.7B, Adj EBITDA -1.8% to $37.4B. Broadband sub losses accelerated (-711K vs -411K in 2024). Wireless growing +1.5M lines. Versant spun off Jan 2026. Hulu sold for $...