CMCSA vs. DIS: Comcast vs. Disney Stock Comparison
How do Comcast (CMCSA) and Disney (DIS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Comcast (CMCSA) and Disney (DIS) both fall under the Media & Entertainment industry group, but CMCSA is classified in Media while DIS is classified in Entertainment.
| Profile Item | CMCSA | DIS |
|---|---|---|
| Name | Comcast Corp | The Walt Disney Company |
| Country/Region | United States | United States |
| GICS Sector | Communication Services | Communication Services |
| GICS Industry Group | Media & Entertainment | Media & Entertainment |
| GICS Industry | Media | Entertainment |
| GICS Sub-Industry | Cable & Satellite | Movies & Entertainment |
| Market Capitalization | 89.99 billion USD | 181.15 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | March 17, 1980 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| Total Return (1Y) | -10.42% | -5.71% |
| Total Return (3Y, Annualized) | -12.73% | 7.61% |
| Total Return (5Y, Annualized) | -11.51% | -9.39% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Disney (DIS) has an aggressive beta of 1.41, indicating higher sensitivity to broad-market moves, while Comcast (CMCSA) is defensive at 0.68 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | CMCSA | DIS |
|---|---|---|
| Volatility (1Y, Annualized) | 30.63% | 25.74% |
| Beta (5Y) | 0.68 | 1.41 |
| Max Drawdown (5Y) | -55.42% | -57.33% |
| Avg. Volume (3M) | 36.09M | 10.65M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.47 | -0.38 |
| Sortino Ratio (1Y) | -0.62 | -0.53 |
Profitability
ROE (TTM)
Both Comcast (CMCSA) at 11.49% and Disney (DIS) at 8.01% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
CMCSA
Media & Entertainment industry group
11.49%
- Max
- 48.68%
- Q3
- 16.74%
- CMCSA
- 11.49%
- Median
- 6.46%
- Q1
- -5.13%
- Min
- -37.13%
DIS
Media & Entertainment industry group
8.01%
- Max
- 48.68%
- Q3
- 16.74%
- DIS
- 8.01%
- Median
- 6.46%
- Q1
- -5.13%
- Min
- -37.13%
Net Margin (TTM)
Both Comcast (CMCSA) at 8.97% and Disney (DIS) at 8.70% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
CMCSA
Media & Entertainment industry group
8.97%
- Max
- 30.77%
- Q3
- 9.84%
- CMCSA
- 8.97%
- Median
- 3.58%
- Q1
- -4.22%
- Min
- -24.17%
DIS
Media & Entertainment industry group
8.70%
- Max
- 30.77%
- Q3
- 9.84%
- DIS
- 8.70%
- Median
- 3.58%
- Q1
- -4.22%
- Min
- -24.17%
Operating Margin (TTM)
Disney (DIS) at 19.30% operates in the top operating margin quartile, ahead of Comcast (CMCSA) at 17.23%, which runs around its industry’s norm.
CMCSA
Media & Entertainment industry group
17.23%
- Max
- 41.37%
- Q3
- 17.93%
- CMCSA
- 17.23%
- Median
- 9.02%
- Q1
- -1.89%
- Min
- -27.39%
DIS
Media & Entertainment industry group
19.30%
- Max
- 41.37%
- DIS
- 19.30%
- Q3
- 17.93%
- Median
- 9.02%
- Q1
- -1.89%
- Min
- -27.39%
Profitability Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| ROE (TTM) | 11.49% | 8.01% |
| ROA (TTM) | 4.31% | 4.81% |
| Net Margin (TTM) | 8.97% | 8.70% |
| Operating Margin (TTM) | 17.23% | 19.30% |
| Gross Margin (TTM) | 69.39% | 37.60% |
Growth
Revenue Growth
Both Comcast (CMCSA) at -0.02% and Disney (DIS) at 3.35% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Disney (DIS) at 151.84% sits in the top EPS growth quartile, while Comcast (CMCSA) at 30.19% is closer to the peer norm — faster per-share earnings growth for DIS.
Growth Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| Revenue Growth (YoY) | -0.02% | 3.35% |
| Revenue Growth (3Y CAGR) | 0.62% | 4.51% |
| EPS Growth (YoY) | 30.19% | 151.84% |
| EPS Growth (3Y CAGR) | 64.54% | 58.51% |
Financial Strength
Current Ratio (MRQ)
Both Comcast (CMCSA) at 0.80 and Disney (DIS) at 0.71 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
CMCSA
Media & Entertainment industry group
0.80
- Max
- 4.86
- Q3
- 2.72
- Median
- 1.56
- Q1
- 0.87
- CMCSA
- 0.80
- Min
- 0.09
DIS
Media & Entertainment industry group
0.71
- Max
- 4.86
- Q3
- 2.72
- Median
- 1.56
- Q1
- 0.87
- DIS
- 0.71
- Min
- 0.09
Debt / Equity (MRQ)
Both Comcast (CMCSA) at 1.00 and Disney (DIS) at 0.39 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CMCSA
Media & Entertainment industry group
1.00
- Max
- 2.58
- Q3
- 1.26
- CMCSA
- 1.00
- Median
- 0.52
- Q1
- 0.17
- Min
- 0.00
DIS
Media & Entertainment industry group
0.39
- Max
- 2.58
- Q3
- 1.26
- Median
- 0.52
- DIS
- 0.39
- Q1
- 0.17
- Min
- 0.00
Financial Strength Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| Current Ratio (MRQ) | 0.80 | 0.71 |
| Debt / Equity (MRQ) | 1.00 | 0.39 |
| Net Debt / EBITDA | 2.43 | 1.95 |
Dividends
Dividend Yield (TTM)
Both Comcast (CMCSA) at 5.24% and Disney (DIS) at 1.43% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.
CMCSA
Media & Entertainment industry group
5.24%
- CMCSA
- 5.24%
- Max
- 0.24%
- Q3
- 0.12%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
DIS
Media & Entertainment industry group
1.43%
- DIS
- 1.43%
- Max
- 0.24%
- Q3
- 0.12%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both pay out more than their industries’ typical bands, and CMCSA more so: Disney (DIS) at 30.93% sits above the band, while Comcast (CMCSA) at 42.31% exceeds every peer in its group.
CMCSA
Media & Entertainment industry group
42.31%
- CMCSA
- 42.31%
- Max
- 34.19%
- Q3
- 14.58%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
DIS
Media & Entertainment industry group
30.93%
- Max
- 34.19%
- DIS
- 30.93%
- Q3
- 14.58%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| Dividend Yield (TTM) | 5.24% | 1.43% |
| Dividend Payout Ratio (TTM) | 42.31% | 30.93% |
Valuation
P/E Ratio (TTM)
Comcast (CMCSA) at 8.08 sits in the cheaper P/E ratio quartile, while Disney (DIS) at 21.59 is closer to its industry’s usual earnings multiple — a discount for CMCSA, though growth and earnings durability still matter.
CMCSA
Media & Entertainment industry group
8.08
- Max
- 74.32
- Q3
- 36.91
- Median
- 20.53
- Q1
- 11.74
- CMCSA
- 8.08
- Min
- 1.83
DIS
Media & Entertainment industry group
21.59
- Max
- 74.32
- Q3
- 36.91
- DIS
- 21.59
- Median
- 20.53
- Q1
- 11.74
- Min
- 1.83
P/S Ratio (TTM)
On P/S ratio, both Comcast (CMCSA) at 0.72 and Disney (DIS) at 1.83 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
CMCSA
Media & Entertainment industry group
0.72
- Max
- 6.92
- Q3
- 3.80
- Median
- 1.58
- CMCSA
- 0.72
- Q1
- 0.67
- Min
- 0.00
DIS
Media & Entertainment industry group
1.83
- Max
- 6.92
- Q3
- 3.80
- DIS
- 1.83
- Median
- 1.58
- Q1
- 0.67
- Min
- 0.00
P/B Ratio (MRQ)
On P/B ratio, both Comcast (CMCSA) at 1.00 and Disney (DIS) at 1.68 are valued close to their industries’ norm against book — neither stands out from peers.
CMCSA
Media & Entertainment industry group
1.00
- Max
- 13.02
- Q3
- 5.78
- Median
- 2.08
- CMCSA
- 1.00
- Q1
- 0.83
- Min
- -5.00
DIS
Media & Entertainment industry group
1.68
- Max
- 13.02
- Q3
- 5.78
- Median
- 2.08
- DIS
- 1.68
- Q1
- 0.83
- Min
- -5.00
Valuation Metrics
| Metric | CMCSA | DIS |
|---|---|---|
| P/E Ratio (TTM) | 8.08 | 21.59 |
| P/S Ratio (TTM) | 0.72 | 1.83 |
| P/B Ratio (MRQ) | 1.00 | 1.68 |
| Free Cash Flow Yield (TTM) | 14.11% | 2.68% |