Netflix is used as a comparable company for valuing NBC Universal Sky, with an average PE ratio of 20x considered reasonable.
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Comcast Spinoff Explained: Should You Buy Now?
Jun 30, 2026
The creator discusses Comcast's (CMCSA) plan to split into two publicly traded companies: one retaining the traditional connectivity business (Xfinity) and the other housing NBC Universal and Sky, including streaming and theme parks. The goal is to unlock value by addressing the conglomerate discount, similar to how a Disney Plus spinoff could be valued more like Netflix. The creator estimates revenue distribution and notes Comcast will retain a 9.9% stake in the new NBC Universal entity.
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Disney is used as a comparable company for valuing NBC Universal Sky, with an average PE ratio of 20x considered reasonable.
AT&T is used as a comparable company to Comcast for valuation analysis.
Charter is mentioned as a comparable company to Comcast for valuation purposes.
Comcast (CMCSA) is splitting into two companies to unlock value, with the creator analyzing the potential new valuations.
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