CMCSA vs. TWLO: A Head-to-Head Stock Comparison

Updated on August 21, 2025

Here’s a clear look at CMCSA and TWLO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Symbol	CMCSA	TWLO
Company Name	Comcast Corporation	Twilio Inc.
Country	United States	United States
GICS Sector	Communication Services	Information Technology
GICS Industry	Media	IT Services
Market Capitalization	121.62 billion USD	15.61 billion USD
Exchange	NasdaqGS	NYSE
Listing Date	March 17, 1980	June 23, 2016
Security Type	Common Stock	Common Stock

Historical Performance

This chart compares the performance of CMCSA and TWLO by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

CMCSA vs. TWLO: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

Symbol	CMCSA	TWLO
5-Day Price Return	4.01%	-16.90%
13-Week Price Return	-5.13%	-8.53%
26-Week Price Return	-4.44%	-31.01%
52-Week Price Return	-14.51%	71.66%
Month-to-Date Return	-0.87%	-21.16%
Year-to-Date Return	-12.23%	-5.89%
10-Day Avg. Volume	25.24M	5.77M
3-Month Avg. Volume	22.56M	2.87M
3-Month Volatility	22.30%	58.43%
Beta	0.97	1.28

Profitability

Return on Equity (TTM)

CMCSA

25.82%

Media Industry

Max: 34.77%
Q3: 16.01%
Median: 10.70%
Q1: 2.80%
Min: -2.36%

In the upper quartile for the Media industry, CMCSA’s Return on Equity of 25.82% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

TWLO

-0.41%

IT Services Industry

Max: 29.51%
Q3: 16.98%
Median: 13.47%
Q1: 7.93%
Min: -3.97%

TWLO has a negative Return on Equity of -0.41%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

CMCSA vs. TWLO: A comparison of their Return on Equity (TTM) against their respective Media and IT Services industry benchmarks.

Net Profit Margin (TTM)

CMCSA

18.44%

Media Industry

Max: 16.04%
Q3: 10.15%
Median: 5.18%
Q1: 2.39%
Min: -3.66%

CMCSA’s Net Profit Margin of 18.44% is exceptionally high, placing it well beyond the typical range for the Media industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.

TWLO

-0.74%

IT Services Industry

Max: 19.82%
Q3: 11.49%
Median: 6.67%
Q1: 3.61%
Min: -4.62%

TWLO has a negative Net Profit Margin of -0.74%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

CMCSA vs. TWLO: A comparison of their Net Profit Margin (TTM) against their respective Media and IT Services industry benchmarks.

Operating Profit Margin (TTM)

CMCSA

18.12%

Media Industry

Max: 24.65%
Q3: 13.68%
Median: 8.96%
Q1: 4.53%
Min: -8.09%

An Operating Profit Margin of 18.12% places CMCSA in the upper quartile for the Media industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

TWLO

0.10%

IT Services Industry

Max: 21.69%
Q3: 14.50%
Median: 10.06%
Q1: 6.98%
Min: 0.06%

TWLO’s Operating Profit Margin of 0.10% is in the lower quartile for the IT Services industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

CMCSA vs. TWLO: A comparison of their Operating Profit Margin (TTM) against their respective Media and IT Services industry benchmarks.

Profitability at a Glance

Symbol	CMCSA	TWLO
Return on Equity (TTM)	25.82%	-0.41%
Return on Assets (TTM)	8.50%	-0.34%
Net Profit Margin (TTM)	18.44%	-0.74%
Operating Profit Margin (TTM)	18.12%	0.10%
Gross Profit Margin (TTM)	70.82%	50.52%

Financial Strength

Current Ratio (MRQ)

CMCSA

0.91

Media Industry

Max: 2.97
Q3: 1.79
Median: 1.39
Q1: 0.92
Min: 0.24

CMCSA’s Current Ratio of 0.91 falls into the lower quartile for the Media industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

TWLO

4.78

IT Services Industry

Max: 2.42
Q3: 1.81
Median: 1.47
Q1: 1.09
Min: 0.44

TWLO’s Current Ratio of 4.78 is exceptionally high, placing it well outside the typical range for the IT Services industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.

CMCSA vs. TWLO: A comparison of their Current Ratio (MRQ) against their respective Media and IT Services industry benchmarks.

Debt-to-Equity Ratio (MRQ)

CMCSA

1.05

Media Industry

Max: 2.02
Q3: 1.06
Median: 0.58
Q1: 0.31
Min: 0.00

CMCSA’s Debt-to-Equity Ratio of 1.05 is typical for the Media industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

TWLO

0.12

IT Services Industry

Max: 2.33
Q3: 1.17
Median: 0.54
Q1: 0.15
Min: 0.00

Falling into the lower quartile for the IT Services industry, TWLO’s Debt-to-Equity Ratio of 0.12 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

CMCSA vs. TWLO: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Media and IT Services industry benchmarks.

Interest Coverage Ratio (TTM)

CMCSA

4.64

Media Industry

Max: 44.57
Q3: 23.07
Median: 4.52
Q1: 2.14
Min: -10.82

CMCSA’s Interest Coverage Ratio of 4.64 is positioned comfortably within the norm for the Media industry, indicating a standard and healthy capacity to cover its interest payments.

TWLO

-3.85

IT Services Industry

Max: 144.50
Q3: 84.49
Median: 13.76
Q1: 2.59
Min: -28.13

TWLO has a negative Interest Coverage Ratio of -3.85. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.

CMCSA vs. TWLO: A comparison of their Interest Coverage Ratio (TTM) against their respective Media and IT Services industry benchmarks.

Financial Strength at a Glance

Symbol	CMCSA	TWLO
Current Ratio (MRQ)	0.91	4.78
Quick Ratio (MRQ)	0.91	4.17
Debt-to-Equity Ratio (MRQ)	1.05	0.12
Interest Coverage Ratio (TTM)	4.64	-3.85

Growth

Revenue Growth

CMCSA vs. TWLO: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

CMCSA vs. TWLO: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

CMCSA

4.02%

Media Industry

Max: 7.76%
Q3: 4.16%
Median: 1.67%
Q1: 0.00%
Min: 0.00%

CMCSA’s Dividend Yield of 4.02% is consistent with its peers in the Media industry, providing a dividend return that is standard for its sector.

TWLO

0.00%

IT Services Industry

Max: 2.80%
Q3: 1.74%
Median: 0.62%
Q1: 0.00%
Min: 0.00%

TWLO currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

CMCSA vs. TWLO: A comparison of their Dividend Yield (TTM) against their respective Media and IT Services industry benchmarks.

Dividend Payout Ratio (TTM)

CMCSA

21.21%

Media Industry

Max: 165.03%
Q3: 96.17%
Median: 45.64%
Q1: 14.80%
Min: 0.00%

CMCSA’s Dividend Payout Ratio of 21.21% is within the typical range for the Media industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

TWLO

0.00%

IT Services Industry

Max: 147.75%
Q3: 63.58%
Median: 24.63%
Q1: 0.00%
Min: 0.00%

TWLO has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

CMCSA vs. TWLO: A comparison of their Dividend Payout Ratio (TTM) against their respective Media and IT Services industry benchmarks.

Dividend at a Glance

Symbol	CMCSA	TWLO
Dividend Yield (TTM)	4.02%	0.00%
Dividend Payout Ratio (TTM)	21.21%	0.00%

Valuation

Price-to-Earnings Ratio (TTM)

CMCSA

5.28

Media Industry

Max: 49.10
Q3: 35.07
Median: 17.34
Q1: 10.39
Min: 5.81

CMCSA’s P/E Ratio of 5.28 is below the typical range for the Media industry. This may indicate that the stock is potentially undervalued, or it could reflect market concerns about the company’s future prospects.

TWLO

IT Services Industry

Max: 41.55
Q3: 31.54
Median: 23.25
Q1: 18.12
Min: 6.57

P/E Ratio data for TWLO is currently unavailable.

CMCSA vs. TWLO: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Media and IT Services industry benchmarks.

Price-to-Sales Ratio (TTM)

CMCSA

0.97

Media Industry

Max: 3.23
Q3: 1.85
Median: 1.05
Q1: 0.78
Min: 0.22

CMCSA’s P/S Ratio of 0.97 aligns with the market consensus for the Media industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

TWLO

3.43

IT Services Industry

Max: 6.61
Q3: 4.37
Median: 2.02
Q1: 1.20
Min: 0.19

TWLO’s P/S Ratio of 3.43 aligns with the market consensus for the IT Services industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

CMCSA vs. TWLO: A comparison of their Price-to-Sales Ratio (TTM) against their respective Media and IT Services industry benchmarks.

Price-to-Book Ratio (MRQ)

CMCSA

1.38

Media Industry

Max: 4.30
Q3: 2.57
Median: 1.83
Q1: 1.19
Min: 0.51

CMCSA’s P/B Ratio of 1.38 is within the conventional range for the Media industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

TWLO

1.87

IT Services Industry

Max: 11.19
Q3: 6.38
Median: 3.47
Q1: 2.31
Min: 0.96

TWLO’s P/B Ratio of 1.87 is in the lower quartile for the IT Services industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.

CMCSA vs. TWLO: A comparison of their Price-to-Book Ratio (MRQ) against their respective Media and IT Services industry benchmarks.

Valuation at a Glance

Symbol	CMCSA	TWLO
Price-to-Earnings Ratio (TTM)	5.28	--
Price-to-Sales Ratio (TTM)	0.97	3.43
Price-to-Book Ratio (MRQ)	1.38	1.87
Price-to-Free Cash Flow Ratio (TTM)	7.29	23.85