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 2.3 times as much as Comcast ($205B against $88.1B).
On earnings, Comcast is cheaper: it trades at 7.8× trailing earnings, against 24.5× for Walt Disney.
Walt Disney grew revenue faster over the last twelve months (4.6% versus −0.25% for Comcast).
Comcast keeps more of each dollar of sales as profit, with a net margin of 9.2% compared with 8.7% at Walt Disney.
Both pay dividends: Comcast yields 5.3% and Walt Disney 1.3%.
Comcast scores higher on the StockData Score (18 against 14 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 | $88.1B | $205B |
| Share price | $24.80 | $118.97 |
| Change, 1 year | −9.7% | 2.0% |
| Change, 5 years | −52.2% | −22.7% |
| Beta (5Y) | 0.58 | 1.06 |
| Employees | 179K | 231K |
| StockData Score | ||
| Total score | 18 (better) | 14 |
| Valuation score | 6 (better) | 5 |
| Growth score | 1 | 2 (better) |
| Performance score | 3 | 3 |
| Health score | 2 | 3 (better) |
| Dividend score | 6 (better) | 1 |
| Valuation | ||
| P/E | 7.8× (better) | 24.5× |
| P/S | 0.7× (better) | 2.1× |
| P/B | 1.0× (better) | 1.9× |
| EV/EBITDA | 5.0× (better) | 10.6× |
| P/FCF | 4.5× (better) | 24.8× |
| PEG | 0.12 (better) | 0.42 |
| FCF yield | 22.3% (better) | 4.0% |
| Fair value | $49.90 | $147.56 |
| Margin of safety | 50.3% (better) | 19.4% |
| Growth | ||
| Revenue growth (TTM) | −0.25% | 4.6% (better) |
| Revenue growth, 5Y average | 3.6% | 7.6% (better) |
| Net income growth (TTM) | −49.9% | −25.5% (better) |
| EPS growth (TTM) | −47.4% | −24.0% (better) |
| EPS growth, 5Y average | 18.8% | – |
| Profitability | ||
| Operating margin | 14.7% | 18.4% (better) |
| Net margin | 9.2% (better) | 8.7% |
| FCF margin | 16.0% (better) | 8.4% |
| Return on equity | 11.9% (better) | 7.8% |
| Return on invested capital | 7.9% | 8.9% (better) |
| Financial health | ||
| Debt / equity | 0.94 | 0.42 (better) |
| Net debt / EBITDA | 2.38 | 1.72 (better) |
| Interest coverage | 4.3× | – |
| Current ratio | 0.82 (better) | 0.71 |
| Altman Z-score | 1.34 | 2.56 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 5.3% (better) | 1.3% |
| Payout ratio | 42.6% | – |
| Years of dividend growth | 16 | – |
| Dividend growth, 5Y average | 7.5% | – |
| Buyback yield | 4.6% (better) | 4.0% |
| Shareholder yield | 9.9% (better) | 5.3% |
| Ownership | ||
| Held by institutions | 89.5% | 76.8% |
| Held by insiders | 0.66% | 0.05% |
| Insider net buying, 12 months | −$2.3M (better) | −$4.3M |
| Superinvestors holding | 8 | 9 (better) |
| Short interest, % of float | – | 1.2% |
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.