Comcast (CMCSA) vs. Disney (DIS)

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.

Valuation

Comcast (CMCSA) at 4.68 trades in the lower-multiple quartile for Price-to-Earnings Ratio (TTM), while Disney (DIS) at 15.82 sits around the industry midpoint — CMCSA has a lower trailing earnings multiple relative to peers, though the gap should be read alongside growth and earnings quality.

On Price-to-Sales Ratio (TTM), both Comcast (CMCSA) at 0.68 and Disney (DIS) at 1.77 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

On Price-to-Book Ratio (MRQ), both Comcast (CMCSA) at 0.97 and Disney (DIS) at 1.59 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation at a Glance

Profitability

Comcast (CMCSA) at 20.92% ranks in the top quartile for Return on Equity (TTM), ahead of Disney (DIS) at 11.01%, which sits closer to the industry mid-range.

For every dollar of sales, both Comcast (CMCSA) at 15.00% and Disney (DIS) at 11.54% retain more as net profit than most peers, landing in the top Net Profit Margin (TTM) quartile of their industries.

Both Comcast (CMCSA) at 13.15% and Disney (DIS) at 15.51% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability at a Glance

Growth

Revenue Growth

Revenue Growth at a Glance

EPS Growth

EPS Growth at a Glance

Financial Strength

Both Comcast (CMCSA) at 0.87 and Disney (DIS) at 0.68 run Current Ratio (MRQ) in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

Both Comcast (CMCSA) at 1.07 and Disney (DIS) at 0.41 post Debt-to-Equity Ratio (MRQ) near their industry mid-ranges, so neither company stands out strongly from peers on leverage.

Financial Strength at a Glance

Dividends

Disney (DIS) at 1.51% reports Dividend Yield (TTM) in the top quartile of industry peers, ahead of Comcast (CMCSA) at 5.53%, which sits around the industry mid-range.

Disney (DIS) at 20.00% maintains Dividend Payout Ratio (TTM) around its industry median — a balanced dividend policy. Comcast (CMCSA) at 25.88% sits outside the typical mid-range, leaning toward more retention or more distribution than the industry median.

Dividends at a Glance

Performance & Risk

Disney (DIS) has an aggressive beta of 1.39, 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.

Performance & Risk at a Glance