Comcast (CMCSA) Stock Analysis
This is a peer-relative look at Comcast (CMCSA): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Media & Entertainment peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | CMCSA |
|---|---|
| Name | Comcast Corp. Class A Common Stock |
| Country/Region | United States |
| GICS Sector | Communication Services |
| GICS Industry Group | Media & Entertainment |
| GICS Industry | Media |
| GICS Sub-Industry | Cable & Satellite |
| Market Capitalization | 94.00 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | March 17, 1980 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Total Return (1Y) | -12.71% | 1.43% |
| Total Return (3Y, Annualized) | -11.64% | 8.03% |
| Total Return (5Y, Annualized) | -11.63% | -8.01% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 30.97% | 45.28% |
| Beta (5Y) | 0.66 | 0.98 |
| Max Drawdown (5Y) | -54.35% | -74.13% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.54 | -0.06 |
| Sortino Ratio (1Y) | -0.71 | -0.09 |
Profitability
ROE (TTM)
Comcast (CMCSA) posts ROE of 11.49%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
CMCSA
Media & Entertainment industry group
11.49%
Group distribution
- Max
- 45.82%
- Q3
- 16.13%
- CMCSA
- 11.49%
- Median
- 6.69%
- Q1
- -4.15%
- Min
- -26.31%
Largest peers
- NFLX
- 49.54%
- GOOGL
- 48.68%
- GOOG
- 48.68%
- SPOT
- 44.48%
- META
- 29.85%
- CMCSA
- 11.49%
- DIS
- 8.01%
Net Margin (TTM)
Comcast (CMCSA) keeps 8.97% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
CMCSA
Media & Entertainment industry group
8.97%
Group distribution
- Max
- 29.84%
- Q3
- 9.84%
- CMCSA
- 8.97%
- Median
- 4.33%
- Q1
- -3.96%
- Min
- -17.61%
Largest peers
- GOOGL
- 54.77%
- GOOG
- 54.77%
- META
- 29.84%
- NFLX
- 28.22%
- SPOT
- 18.43%
- CMCSA
- 8.97%
- DIS
- 8.70%
Operating Margin (TTM)
Comcast (CMCSA) turns 17.23% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
CMCSA
Media & Entertainment industry group
17.23%
Group distribution
- Max
- 40.16%
- Q3
- 18.59%
- CMCSA
- 17.23%
- Median
- 10.43%
- Q1
- 0.85%
- Min
- -19.55%
Largest peers
- META
- 34.83%
- GOOGL
- 34.03%
- GOOG
- 34.03%
- NFLX
- 33.38%
- DIS
- 19.30%
- CMCSA
- 17.23%
- SPOT
- 13.71%
Profitability Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| ROE (TTM) | 11.49% | 6.69% |
| ROA (TTM) | 4.31% | 2.74% |
| Net Margin (TTM) | 8.97% | 4.33% |
| Operating Margin (TTM) | 17.23% | 10.43% |
| Gross Margin (TTM) | 69.39% | 53.60% |
Growth
Revenue Growth
Comcast (CMCSA) grew revenue -0.02%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Comcast (CMCSA) grew earnings per share 30.19%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | -0.02% | 4.82% |
| Revenue Growth (3Y CAGR) | 0.62% | 4.72% |
| EPS Growth (YoY) | 30.19% | -1.55% |
| EPS Growth (3Y CAGR) | 64.54% | 22.64% |
Financial Strength
Current Ratio (MRQ)
Comcast (CMCSA) has current ratio of 0.80, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
CMCSA
Media & Entertainment industry group
0.80
Group distribution
- Max
- 4.50
- Q3
- 2.38
- Median
- 1.41
- Q1
- 0.87
- CMCSA
- 0.80
- Min
- 0.23
Largest peers
- GOOGL
- 2.72
- GOOG
- 2.72
- META
- 2.23
- SPOT
- 2.11
- NFLX
- 1.14
- CMCSA
- 0.80
- DIS
- 0.71
Debt / Equity (MRQ)
Comcast (CMCSA) has debt-to-equity ratio of 1.00, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
CMCSA
Media & Entertainment industry group
1.00
Group distribution
- Max
- 3.84
- Q3
- 1.70
- CMCSA
- 1.00
- Median
- 0.55
- Q1
- 0.17
- Min
- 0.00
Largest peers
- CMCSA
- 1.00
- NFLX
- 0.55
- META
- 0.43
- DIS
- 0.39
- GOOGL
- 0.19
- GOOG
- 0.19
- SPOT
- 0.06
Financial Strength Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.80 | 1.41 |
| Debt / Equity (MRQ) | 1.00 | 0.55 |
| Net Debt / EBITDA | 2.43 | 1.75 |
Dividends
Dividend Yield (TTM)
Comcast (CMCSA) has dividend yield of 4.95%, above the entire industry range. That headline income is large, but yields this far above peers often come from a falling share price or an at-risk payout, so dividend safety matters more than the percentage itself.
CMCSA
Media & Entertainment industry group
4.95%
Group distribution
- CMCSA
- 4.95%
- Max
- 1.40%
- Q3
- 0.58%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 4.95%
- DIS
- 1.40%
- META
- 0.34%
- GOOG
- 0.25%
- GOOGL
- 0.25%
- NFLX
- 0.00%
- SPOT
- 0.00%
Dividend Payout Ratio (TTM)
Comcast (CMCSA) has payout ratio of 42.31%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
CMCSA
Media & Entertainment industry group
42.31%
Group distribution
- Max
- 43.37%
- CMCSA
- 42.31%
- Q3
- 19.42%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 42.31%
- DIS
- 30.93%
- META
- 7.91%
- GOOGL
- 4.26%
- GOOG
- 4.26%
- NFLX
- 0.00%
- SPOT
- 0.00%
Dividend Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 4.95% | 0.00% |
| Dividend Payout Ratio (TTM) | 42.31% | 0.00% |
Valuation
P/E Ratio (TTM)
Comcast (CMCSA) trades at P/E ratio of 8.49, in the cheaper earnings-multiple quartile for its industry. Investors are paying less for each dollar of TTM earnings than they usually pay for comparable businesses.
CMCSA
Media & Entertainment industry group
8.49
Group distribution
- Max
- 70.74
- Q3
- 37.84
- Median
- 18.97
- Q1
- 10.76
- CMCSA
- 8.49
- Min
- 1.78
Largest peers
- SPOT
- 29.42
- NFLX
- 24.61
- META
- 23.26
- DIS
- 21.71
- GOOGL
- 16.97
- GOOG
- 16.83
- CMCSA
- 8.49
P/S Ratio (TTM)
Comcast (CMCSA) trades at 0.75 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
CMCSA
Media & Entertainment industry group
0.75
Group distribution
- Max
- 6.88
- Q3
- 3.57
- Median
- 1.43
- CMCSA
- 0.75
- Q1
- 0.53
- Min
- 0.00
Largest peers
- GOOGL
- 9.28
- GOOG
- 9.20
- META
- 6.88
- NFLX
- 6.74
- SPOT
- 6.16
- DIS
- 1.84
- CMCSA
- 0.75
P/B Ratio (MRQ)
Comcast (CMCSA) trades at 1.05 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
CMCSA
Media & Entertainment industry group
1.05
Group distribution
- Max
- 10.81
- Q3
- 4.77
- Median
- 1.92
- CMCSA
- 1.05
- Q1
- 0.74
- Min
- -4.11
Largest peers
- SPOT
- 11.39
- NFLX
- 10.81
- GOOGL
- 6.65
- GOOG
- 6.59
- META
- 6.02
- DIS
- 1.66
- CMCSA
- 1.05
Valuation Metrics
| Metric | Current stock: CMCSA | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 8.49 | 18.97 |
| P/S Ratio (TTM) | 0.75 | 1.43 |
| P/B Ratio (MRQ) | 1.05 | 1.92 |
| Free Cash Flow Yield (TTM) | 13.51% | 7.16% |