CMCSA vs. NTES: Comcast vs. NetEase Stock Comparison
How do Comcast (CMCSA) and NetEase (NTES) 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 NetEase (NTES) both fall under the Media & Entertainment industry group, but CMCSA is classified in Media while NTES is classified in Entertainment.
Comcast (CMCSA) trades as ordinary local shares, while NetEase (NTES) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | CMCSA | NTES |
|---|---|---|
| Name | Comcast Corp. Class A Common Stock | NetEase, Inc. ADR |
| Country/Region | United States | China |
| GICS Sector | Communication Services | Communication Services |
| GICS Industry Group | Media & Entertainment | Media & Entertainment |
| GICS Industry | Media | Entertainment |
| GICS Sub-Industry | Cable & Satellite | Interactive Home Entertainment |
| Market Capitalization | 86.61 billion USD | 82.89 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | March 17, 1980 | June 30, 2000 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| Total Return (1Y) | -0.13% | -4.51% |
| Total Return (3Y, Annualized) | -10.61% | 7.36% |
| Total Return (5Y, Annualized) | -10.51% | 7.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Comcast (CMCSA) is heavily traded at around 28.64M shares per day, whereas NetEase (NTES) sees a more moderate 738.35K — larger orders in the latter may require more patience and tighter control over order sizing.
| Metric | CMCSA | NTES |
|---|---|---|
| Volatility (1Y, Annualized) | 32.88% | 33.73% |
| Beta (5Y) | 0.70 | 0.61 |
| Max Drawdown (5Y) | -51.57% | -51.38% |
| Avg. Volume (3M) | 28.64M | 738.35K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| Sharpe Ratio (1Y) | -0.13 | -0.26 |
| Sortino Ratio (1Y) | -0.18 | -0.39 |
Profitability
ROE (TTM)
NetEase (NTES) at 20.37% sits in the top ROE quartile, while Comcast (CMCSA) at 11.43% is closer to the peer norm — stronger capital efficiency for NTES.
CMCSA
Media & Entertainment industry group
11.43%
- Max
- 49.92%
- Q3
- 17.95%
- CMCSA
- 11.43%
- Median
- 7.20%
- Q1
- -4.53%
- Min
- -26.31%
NTES
Media & Entertainment industry group
20.37%
- Max
- 49.92%
- NTES
- 20.37%
- Q3
- 17.95%
- Median
- 7.20%
- Q1
- -4.53%
- Min
- -26.31%
Net Margin (TTM)
NetEase (NTES) at 27.88% retains a top-quartile share of revenue as profit, ahead of Comcast (CMCSA) at 9.20%, which keeps about the industry-typical share.
CMCSA
Media & Entertainment industry group
9.20%
- Max
- 32.91%
- Q3
- 11.75%
- CMCSA
- 9.20%
- Median
- 5.04%
- Q1
- -4.17%
- Min
- -25.14%
NTES
Media & Entertainment industry group
27.88%
- Max
- 32.91%
- NTES
- 27.88%
- Q3
- 11.75%
- Median
- 5.04%
- Q1
- -4.17%
- Min
- -25.14%
Operating Margin (TTM)
NetEase (NTES) at 40.16% operates in the top operating margin quartile, ahead of Comcast (CMCSA) at 18.16%, which runs around its industry’s norm.
CMCSA
Media & Entertainment industry group
18.16%
- Max
- 40.16%
- Q3
- 18.72%
- CMCSA
- 18.16%
- Median
- 8.63%
- Q1
- 1.90%
- Min
- -22.08%
NTES
Media & Entertainment industry group
40.16%
- NTES
- 40.16%
- Max
- 40.16%
- Q3
- 18.72%
- Median
- 8.63%
- Q1
- 1.90%
- Min
- -22.08%
Profitability Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| ROE (TTM) | 11.43% | 20.37% |
| ROA (TTM) | 4.26% | 11.65% |
| Net Margin (TTM) | 9.20% | 27.88% |
| Operating Margin (TTM) | 18.16% | 40.16% |
| Gross Margin (TTM) | 69.84% | 67.15% |
Growth
Revenue Growth
Both Comcast (CMCSA) at -0.02% and NetEase (NTES) at 6.96% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Comcast (CMCSA) at 30.19% and NetEase (NTES) at 14.04% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| Revenue Growth (YoY) | -0.02% | 6.96% |
| Revenue Growth (3Y CAGR) | 0.62% | 5.29% |
| EPS Growth (YoY) | 30.19% | 14.04% |
| EPS Growth (3Y CAGR) | 64.54% | 19.31% |
Financial Strength
Current Ratio (MRQ)
NetEase (NTES) at 3.45 carries current ratio above its industry’s typical mid-range, while Comcast (CMCSA) at 0.82 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
CMCSA
Media & Entertainment industry group
0.82
- Max
- 4.69
- Q3
- 2.53
- Median
- 1.52
- Q1
- 0.95
- CMCSA
- 0.82
- Min
- 0.28
NTES
Media & Entertainment industry group
3.45
- Max
- 4.69
- NTES
- 3.45
- Q3
- 2.53
- Median
- 1.52
- Q1
- 0.95
- Min
- 0.28
Debt / Equity (MRQ)
NetEase (NTES) at 0.07 keeps leverage in the lower industry quartile, while Comcast (CMCSA) at 0.94 runs a more typical debt-to-equity mix.
CMCSA
Media & Entertainment industry group
0.94
- Max
- 3.65
- Q3
- 1.69
- CMCSA
- 0.94
- Median
- 0.46
- Q1
- 0.17
- Min
- 0.00
NTES
Media & Entertainment industry group
0.07
- Max
- 3.65
- Q3
- 1.69
- Median
- 0.46
- Q1
- 0.17
- NTES
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| Current Ratio (MRQ) | 0.82 | 3.45 |
| Debt / Equity (MRQ) | 0.94 | 0.07 |
| Net Debt / EBITDA | 2.38 | -3.76 |
Dividends
Dividend Yield (TTM)
Both Comcast (CMCSA) at 5.29% and NetEase (NTES) at 3.17% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.
CMCSA
Media & Entertainment industry group
5.29%
- CMCSA
- 5.29%
- Max
- 1.33%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NTES
Media & Entertainment industry group
3.17%
- NTES
- 3.17%
- Max
- 1.33%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Comcast (CMCSA) at 41.77% and NetEase (NTES) at 41.85% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.
CMCSA
Media & Entertainment industry group
41.77%
- Max
- 71.43%
- CMCSA
- 41.77%
- Q3
- 28.98%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NTES
Media & Entertainment industry group
41.85%
- Max
- 71.43%
- NTES
- 41.85%
- Q3
- 28.98%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| Dividend Yield (TTM) | 5.29% | 3.17% |
| Dividend Payout Ratio (TTM) | 41.77% | 41.85% |
Valuation
P/E Ratio (TTM)
Comcast (CMCSA) at 7.72 sits in the cheaper P/E ratio quartile, while NetEase (NTES) at 17.98 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
7.72
- Max
- 51.21
- Q3
- 28.90
- Median
- 17.98
- Q1
- 11.53
- CMCSA
- 7.72
- Min
- 1.64
NTES
Media & Entertainment industry group
17.98
- Max
- 51.21
- Q3
- 28.90
- NTES
- 17.98
- Median
- 17.98
- Q1
- 11.53
- Min
- 1.64
P/S Ratio (TTM)
On P/S ratio, both Comcast (CMCSA) at 0.70 and NetEase (NTES) at 0.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
CMCSA
Media & Entertainment industry group
0.70
- Max
- 7.43
- Q3
- 3.82
- Median
- 1.40
- CMCSA
- 0.70
- Q1
- 0.70
- Min
- 0.00
NTES
Media & Entertainment industry group
0.71
- Max
- 7.43
- Q3
- 3.82
- Median
- 1.40
- NTES
- 0.71
- Q1
- 0.70
- Min
- 0.00
P/B Ratio (MRQ)
Comcast (CMCSA) at 0.94 sits near its industry’s typical P/B ratio, while NetEase (NTES) at 16.57 prices above its benchmark range — NTES looks rich relative to book.
CMCSA
Media & Entertainment industry group
0.94
- Max
- 11.45
- Q3
- 5.30
- Median
- 1.84
- CMCSA
- 0.94
- Q1
- 0.77
- Min
- -2.61
NTES
Media & Entertainment industry group
16.57
- NTES
- 16.57
- Max
- 11.45
- Q3
- 5.30
- Median
- 1.84
- Q1
- 0.77
- Min
- -2.61
Valuation Metrics
| Metric | CMCSA | NTES |
|---|---|---|
| P/E Ratio (TTM) | 7.72 | 17.98 |
| P/S Ratio (TTM) | 0.70 | 0.71 |
| P/B Ratio (MRQ) | 0.94 | 16.57 |
| Free Cash Flow Yield (TTM) | 15.10% | 39.54% |