Comcast vs Walt Disney
CMCSA and DIS side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CMCSA and DIS compare
Walt Disney is the larger company, worth 2.4 times as much as Comcast ($192B against $79.0B).
On earnings, Comcast is cheaper: it trades at 7.2× trailing earnings, against 22.9× for Walt Disney.
Walt Disney grew revenue faster over the last twelve months (4.6% versus 0.58% for Comcast).
Comcast keeps more of each dollar of sales as profit, with a net margin of 9.0% compared with 8.7% at Walt Disney.
Both pay dividends: Comcast yields 5.9% and Walt Disney 1.4%.
Comcast scores higher on the StockData Score (19 against 15 for Walt Disney), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CMCSA | DIS |
|---|---|---|
| Size and price | ||
| Market cap | $79.0B | $192B |
| Share price | $22.27 | $110.94 |
| Change, 1 year | −23.9% | 0.63% |
| Change, 5 years | −58.7% | −36.8% |
| Beta (5Y) | 0.59 | 1.08 |
| Employees | 179K | 231K |
| StockData Score | ||
| Total score | 19 (better) | 15 |
| Valuation score | 6 | 6 |
| Growth score | 2 | 2 |
| Performance score | 3 | 3 |
| Health score | 2 | 3 (better) |
| Dividend score | 6 (better) | 1 |
| Valuation | ||
| P/E | 7.2× (better) | 22.9× |
| P/S | 0.6× (better) | 1.9× |
| P/B | 0.9× (better) | 1.7× |
| EV/EBITDA | 4.7× (better) | 10.1× |
| P/FCF | 3.9× (better) | 23.1× |
| PEG | 0.11 (better) | 0.39 |
| FCF yield | 25.9% (better) | 4.3% |
| Fair value | $49.94 | $181.19 |
| Margin of safety | 55.4% (better) | 38.8% |
| Growth | ||
| Revenue growth (TTM) | 0.58% | 4.6% (better) |
| Revenue growth, 5Y average | 3.6% | 7.6% (better) |
| Net income growth (TTM) | −51.1% | −25.5% (better) |
| EPS growth (TTM) | −48.9% | −24.0% (better) |
| EPS growth, 5Y average | 18.8% | – |
| Profitability | ||
| Operating margin | 14.7% | 18.4% (better) |
| Net margin | 9.0% (better) | 8.7% |
| FCF margin | 16.4% (better) | 8.4% |
| Return on equity | 12.0% (better) | 7.8% |
| Return on invested capital | 7.8% | 8.9% (better) |
| Financial health | ||
| Debt / equity | 1.01 | 0.42 (better) |
| Net debt / EBITDA | 2.43 | 1.72 (better) |
| Interest coverage | 4.2× | – |
| Current ratio | 0.80 (better) | 0.71 |
| Altman Z-score | 1.30 | 2.47 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 5.9% (better) | 1.4% |
| Payout ratio | 43.4% | – |
| Years of dividend growth | 16 | – |
| Dividend growth, 5Y average | 7.5% | – |
| Buyback yield | 7.1% (better) | 4.3% |
| Shareholder yield | 13.0% (better) | 5.7% |
| Ownership | ||
| Held by institutions | 89.6% | 76.8% |
| Held by insiders | 0.66% | 0.05% |
| Insider net buying, 12 months | −$2.3M | $21.6K (better) |
| Superinvestors holding | 8 | 9 (better) |
| Short interest, % of float | – | 1.1% |
Go deeper
- CMCSA stock overview
- CMCSA income statement
- CMCSA valuation and score
- DIS stock overview
- DIS income statement
- DIS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.