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CMCSA vs. ROKU: Comcast vs. Roku Stock Comparison

How do Comcast (CMCSA) and Roku (ROKU) 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 Roku (ROKU) both fall under the Media & Entertainment industry group, but CMCSA is classified in Media while ROKU is classified in Entertainment.

Company profile comparison for Comcast (CMCSA) and Roku (ROKU)
Profile ItemCMCSAROKU
NameComcast Corp. Class A Common StockRoku, Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorCommunication ServicesCommunication Services
GICS Industry GroupMedia & EntertainmentMedia & Entertainment
GICS IndustryMediaEntertainment
GICS Sub-IndustryCable & SatelliteMovies & Entertainment
Market Capitalization86.61 billion USD23.93 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMarch 17, 1980September 28, 2017
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CMCSA
ROKU
GSPC
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Comcast (CMCSA) vs. Roku (ROKU), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Comcast (CMCSA) and Roku (ROKU). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Comcast (CMCSA) and Roku (ROKU). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Total Return (1Y)-0.13%53.14%
Total Return (3Y, Annualized)-10.61%24.44%
Total Return (5Y, Annualized)-10.51%-10.44%

Risk Profile

Drawdown History

CMCSA
ROKU
GSPC
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Comcast (CMCSA) vs. Roku (ROKU), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Comcast (CMCSA) and Roku (ROKU). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Roku (ROKU) has a highly aggressive beta of 2.06, indicating much higher sensitivity to broad-market moves, while Comcast (CMCSA) is defensive at 0.70 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Volatility (1Y, Annualized)32.88%40.24%
Beta (5Y)0.702.06
Max Drawdown (5Y)-51.57%-86.13%
Avg. Volume (3M)28.64M2.44M

Risk-Adjusted Performance

Risk-Return Positioning

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CMCSA and ROKU are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Sharpe Ratio (1Y)-0.131.21
Sortino Ratio (1Y)-0.182.08

Profitability

ROE (TTM)

Roku (ROKU) at 18.15% sits in the top ROE quartile, while Comcast (CMCSA) at 11.43% is closer to the peer norm — stronger capital efficiency for ROKU.

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%

ROKU

Media & Entertainment industry group

18.15%

Max
49.92%
ROKU
18.15%
Q3
17.95%
Median
7.20%
Q1
-4.53%
Min
-26.31%
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their ROE against the Media & Entertainment industry group benchmark.

Net Margin (TTM)

Both Comcast (CMCSA) at 9.20% and Roku (ROKU) at 9.34% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

ROKU

Media & Entertainment industry group

9.34%

Max
32.91%
Q3
11.75%
ROKU
9.34%
Median
5.04%
Q1
-4.17%
Min
-25.14%
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their net margin against the Media & Entertainment industry group benchmark.

Operating Margin (TTM)

Both Comcast (CMCSA) at 18.16% and Roku (ROKU) at 11.90% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

ROKU

Media & Entertainment industry group

11.90%

Max
40.16%
Q3
18.72%
ROKU
11.90%
Median
8.63%
Q1
1.90%
Min
-22.08%
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their operating margin against the Media & Entertainment industry group benchmark.

Profitability Metrics

Profitability metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
ROE (TTM)11.43%18.15%
ROA (TTM)4.26%6.32%
Net Margin (TTM)9.20%9.34%
Operating Margin (TTM)18.16%11.90%
Gross Margin (TTM)69.84%45.34%

Growth

Revenue Growth

Roku (ROKU) at 15.18% sits in the top revenue growth quartile, while Comcast (CMCSA) at -0.02% is closer to the peer norm — faster top-line expansion for ROKU.

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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Comcast (CMCSA) reports EPS growth of 30.19%, ranked against its industry; Roku (ROKU) has no EPS growth figure this period.

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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Revenue Growth (YoY)-0.02%15.18%
Revenue Growth (3Y CAGR)0.62%14.86%
EPS Growth (YoY)30.19%--
EPS Growth (3Y CAGR)64.54%--

Financial Strength

Current Ratio (MRQ)

Roku (ROKU) at 2.70 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

ROKU

Media & Entertainment industry group

2.70

Max
4.69
ROKU
2.70
Q3
2.53
Median
1.52
Q1
0.95
Min
0.28
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their current ratio against the Media & Entertainment industry group benchmark.

Debt / Equity (MRQ)

Roku (ROKU) at 0.13 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

ROKU

Media & Entertainment industry group

0.13

Max
3.65
Q3
1.69
Median
0.46
Q1
0.17
ROKU
0.13
Min
0.00
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their debt-to-equity ratio against the Media & Entertainment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Current Ratio (MRQ)0.822.70
Debt / Equity (MRQ)0.940.13
Net Debt / EBITDA2.38-3.05

Dividends

Dividend Yield (TTM)

Roku (ROKU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Comcast (CMCSA) reports a yield of 5.29%, ranking against industry peers normally.

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%

ROKU

Media & Entertainment industry group

0.00%

Max
1.33%
Q3
0.65%
ROKU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their dividend yield against the Media & Entertainment industry group benchmark.

Dividend Payout Ratio (TTM)

Roku (ROKU) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Comcast (CMCSA) reports a payout of 41.77%, ranking against industry peers normally.

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%

ROKU

Media & Entertainment industry group

0.00%

Max
71.43%
Q3
28.98%
ROKU
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their payout ratio against the Media & Entertainment industry group benchmark.

Dividend Metrics

Dividend metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
Dividend Yield (TTM)5.29%0.00%
Dividend Payout Ratio (TTM)41.77%0.00%

Valuation

P/E Ratio (TTM)

Comcast (CMCSA) at 7.72 sits in the cheaper P/E ratio quartile, while Roku (ROKU) at 46.26 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

ROKU

Media & Entertainment industry group

46.26

Max
51.21
ROKU
46.26
Q3
28.90
Median
17.98
Q1
11.53
Min
1.64
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their P/E ratio against the Media & Entertainment industry group benchmark.

P/S Ratio (TTM)

Comcast (CMCSA) at 0.70 is priced about in line with its industry on P/S ratio, while Roku (ROKU) at 4.35 sits in the pricier quartile — ROKU costs more per dollar of sales.

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

ROKU

Media & Entertainment industry group

4.35

Max
7.43
ROKU
4.35
Q3
3.82
Median
1.40
Q1
0.70
Min
0.00
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their P/S ratio against the Media & Entertainment industry group benchmark.

P/B Ratio (MRQ)

Comcast (CMCSA) at 0.94 is valued about in line with its industry on P/B ratio, while Roku (ROKU) at 7.89 carries an above-peer premium to book — ROKU is pricier on assets.

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

ROKU

Media & Entertainment industry group

7.89

Max
11.45
ROKU
7.89
Q3
5.30
Median
1.84
Q1
0.77
Min
-2.61
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Comcast (CMCSA) vs. Roku (ROKU): A comparison of their P/B ratio against the Media & Entertainment industry group benchmark.

Valuation Metrics

Valuation metrics for Comcast (CMCSA) and Roku (ROKU)
MetricCMCSAROKU
P/E Ratio (TTM)7.7246.26
P/S Ratio (TTM)0.704.35
P/B Ratio (MRQ)0.947.89
Free Cash Flow Yield (TTM)15.10%3.95%