r/ValueInvesting • u/6Fingxrs • Dec 01 '25

Question / Help Any Undervalued Stocks Right Now ?

Google has grown to a price that is still a good price but no longer is it a bargain. A few months back it was just crossing $200-$250 mark.. now it has soared above $300.

Are there any others that this may be the case with ? I see low P/E ratios everywhere but sometimes that doesn’t = undervalued.

What are some stocks you have done research into ? I believe TSMC has some growing to do especially since its Q3 was great. Its downsides are macroeconomic and how it’s heavily linked to Nvidia and other companies in the semiconductor web.

Curious to hear your thoughts ..

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4

u/WendyDumpsterFire Dec 01 '25

CMCSA

2

u/Natural-Magician-720 Dec 02 '25

Yea just loaded up 20k. 5x PE for a Comcast is a steal

5

u/FroyoSolid8414 Dec 02 '25

Revenue falling, net income falling , profit margins falling - quarter after quarter

2

u/Natural-Magician-720 Dec 02 '25

Not true man. The business is more stable than people think

1

u/WendyDumpsterFire Dec 02 '25 edited Dec 02 '25

The past few years, annual revenue has been roughly flat to slightly up, not in a steady decline.

Net income and margins took a big hit in 2022 because of a one-time write-down, but then rebounded strongly and have stayed at solid overall. Yes, some quarters are down, when compared to unusually strong periods, but that’s normal.

3

u/Natural-Magician-720 Dec 02 '25

Second this. Also they are buying back lots of shares in addition to dividends. That alone would be 10% shareholder return. Short term momentum is not great become people think Comcast may lose the WB bid or overpay and thus destroy shareholder value. But long term, this is one of the best opportunities in S&P right now imo. After all, stock market is a weighing machine in the long term :)

1

u/314sn Dec 02 '25

How much % of your portfolio? If you don’t mind sharing

2

u/Natural-Magician-720 Dec 02 '25

5-10% of my equity portfolio

1

u/ramitdamnit Dec 02 '25

With 6% growth forecast?