This week, Zacks Equity Strategist Mayur Thaker, CFA, discusses:

• One of the newest additions to the Zacks Earnings Certain Proxy and Earnings Certain Admiral Portfolios—Comcast. While the media industry is experiencing many disruptions, Mayur believes these disruptions don’t apply to Comcast. He shares why by analyzing Comcast’s two primary revenue streams: Connectivity & Platforms and Content & Experiences.

• Mayur explores the four pillars of quality and demonstrates Comcast’s strong long-term earnings durability and sustainable growth. He also provides an analysis of the company’s Return on Invested Capital (ROIC), Earnings Backed by Free Cashflow, and Deep Value Multiple.

• Using his framework, Mayur believes Comcast is a high-quality, moated business that continues to compound high EPS. Like other members of the Zacks Earnings Certain Proxy, Comcast offers products or services that fulfill a need rather than discretionary services. Don’t miss out on this week’s valuable insights!

The views of Mayur Thaker, CFA are not necessarily the views of Zacks Investment Research.