A Lean, Clean And Debt-Free CommScope

The Curious Analyst3.34K FollowersFollow5ShareSavePlay(12min)CommentsSummaryCommScope is reaffirmed as a Strong Buy following Q3 2025's 51% y/y revenue and 97% EBITDA growth.COMM benefits from secular tailwinds in AI data center cabling, DOCSIS 4.0 broadband upgrades, and WiFi 7-driven Ruckus resurgence.The $10.5 billion CCS segment sale to Amphenol will eliminate debt and enable a focused, growth-oriented balance sheet.COMM trades at a steep valuation discount to peers, with a 0.99x PEG and 9x FWD EBITDA despite rapid earnings growth.J. Michael Jones/iStock Editorial via Getty Images Investment Thesis I am reaffirming my Strong Buy rating on CommScope Holding Company (COMM). In my last article on CommScope, I argued that Wall Street was sleeping on this small-cap network infrastructureThis article was written byThe Curious Analyst3.34K FollowersFollowMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data-driven models and fundamental research. My investing approach is centered on a structured process that combines top-down screening with bottom-up company-specific analysis — using metrics such as PEG ratios.I write on to share ideas with a wider audience and also learn more about companies and other analysts. My goal is to make compelling research accessible to retail and professional investors alike, while maintaining analytical depth and a clear investment thesis.Associated with the another author Kennedy NjagiAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in COMM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You