§ Sector lens

Communication Services

Network-effect platforms. ARPU expansion, retention, and incremental contribution margin define the long-run terminal value. Capex discipline is a quality filter.

Tickers covered

+41.2%

Avg. upside to FV

6.4

Avg. moat

Coverage

Ticker	Price	Fair value	Upside	Rating	Moat
CMCSA Comcast Corporation · Turnaround	$24.80 —	$120.75 Potential value $153.58	+386.9%	Активно покупать	6.5
CHTR Charter Communications, Inc. · Turnaround	$106.86 —	$420.15 Potential value $751.07	+293.2%	Активно покупать	6
RBLX Roblox Corporation · Pre-profit growth	$41.91 —	$101.93 Potential value $143.01	+143.2%	Активно покупать	9
NTES NetEase, Inc. · Mature compounder	$114.49 —	$177.78 Potential value $218.83	+55.3%	Активно покупать	8
VZ Verizon Communications Inc. · Mature dividend	$50.41 ▲ +3.19 (+6.8%)	$78.19 Potential value $161.26	+55.1%	Активно покупать	1
TMUS T-Mobile US, Inc. · Mature dividend	$181.69 ▼ -11.94 (-6.2%)	$253.05 Potential value $588.67	+39.3%	Активно покупать	1
FOXA Fox Corporation Class A · Mature compounder	$63.33 —	$83.77 Potential value $137.46	+32.3%	Покупать	6.5
MTCH Match Group, Inc. · Mature compounder	$42.40 —	$55.48 Potential value $58.23	+30.9%	Покупать	6.5
TTD The Trade Desk, Inc. · Growth infrastructure	$21.16 —	$26.88 Potential value $38.28	+27.0%	Покупать	9
GOOGL Alphabet Inc. · Mature compounder	$338.36 ▼ -11.98 (-3.4%)	$410.40 Potential value $481.36	+21.3%	Покупать	5.5
META Meta Platforms Inc. · Growth infrastructure	$568.97 · 0.00 (0.0%)	$686.07 Potential value $973.91	+20.6%	Покупать	8.5
BIDU Baidu, Inc. · Mature compounder	$137.68 —	$159.47 Potential value $235.67	+15.8%	Покупать	9
PINS Pinterest, Inc. · Mature compounder	$18.84 —	$21.23 Potential value $30.66	+12.7%	Покупать	6.5
T AT&T Inc. · Mature dividend	$25.45 ▲ +0.29 (+1.1%)	$28.10 Potential value $38.48	+10.4%	Держать	6.5
APP AppLovin Corporation · Mature compounder	$266.13 ▼ -202.42 (-43.2%)	$270.62 Potential value $345.02	+1.7%	Держать	8
GOOG Alphabet Inc. Class C · Mature compounder	$335.31 ▲ +16.22 (+5.1%)	$294.76 Potential value $345.12	-12.1%	Сокращать	5.5
NFLX Netflix, Inc. · Mature compounder	$78.25 ▼ -10.00 (-11.3%)	$63.88 Potential value $79	-18.4%	Сокращать	6
WBD Warner Bros. Discovery Inc. · Turnaround	$30.94 —	$24.08 Potential value $27.05	-22.2%	Продавать	6.5
DIS The Walt Disney Company · Mature dividend	$105.31 ▼ -3.35 (-3.1%)	$72.19 Potential value $108.07	-31.4%	Продавать	1
EA Electronic Arts Inc. · Mature compounder	$201.70 —	$136.44 Potential value $188.44	-32.4%	Продавать	9
TTWO Take-Two Interactive Software, Inc. · Pre-profit growth	$202.73 —	$98.70 Potential value $130.31	-51.3%	Продавать	7
LYV Live Nation Entertainment, Inc. · Mature compounder	$168.77 —	$46.58 Potential value $59.09	-72.4%	Продавать	7.5

October 2026 · sector commentary

Communication Services — October 2026

As of 2026-10-29 · Published 2026-10-29T07:00:08+00:00

As of 2026-10-29, the sector snapshot covered 260 constituents. Median returns were unavailable over one month and unavailable over three months. The recorded valuation median was 16.15 across 117 observations. The market-wide sector-rotation score was unavailable. Missing values are left unavailable rather than estimated.

Info

Compare communication services against every other sector in the sector-rotation matrix — relative-strength rank, forward P/E, and revisions delta in one frame, as of the latest published outlook.

Top by upside

CMCSA

+386.9%

Comcast Corporation

Strong Buy· 2026-05-20

CHTR

+293.2%

Charter Communications, Inc.

Strong Buy· 2026-10-07

RBLX

+143.2%

Roblox Corporation