Comcast (CMCSA) Competitors

$39.27
-0.10 (-0.25%)
(As of 05/17/2024 ET)

CMCSA vs. CHTR, NKE, DIS, SONY, MAR, HLT, NFLX, LULU, LBTYA, and LILA

Should you be buying Comcast stock or one of its competitors? The main competitors of Comcast include Charter Communications (CHTR), NIKE (NKE), Walt Disney (DIS), Sony Group (SONY), Marriott International (MAR), Hilton Worldwide (HLT), Netflix (NFLX), Lululemon Athletica (LULU), Liberty Global (LBTYA), and Liberty Latin America (LILA).

Comcast vs.

Charter Communications (NASDAQ:CHTR) and Comcast (NASDAQ:CMCSA) are both large-cap consumer discretionary companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings, community ranking, media sentiment and profitability.

Charter Communications has a beta of 0.97, indicating that its share price is 3% less volatile than the S&P 500. Comparatively, Comcast has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500.

In the previous week, Comcast had 45 more articles in the media than Charter Communications. MarketBeat recorded 56 mentions for Comcast and 11 mentions for Charter Communications. Comcast's average media sentiment score of 0.90 beat Charter Communications' score of 0.38 indicating that Charter Communications is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charter Communications
7 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Comcast
16 Very Positive mention(s)
6 Positive mention(s)
25 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral

Comcast has a net margin of 12.64% compared to Comcast's net margin of 8.50%. Comcast's return on equity of 31.42% beat Charter Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
Charter Communications8.50% 31.42% 3.16%
Comcast 12.64%20.10%6.39%

81.8% of Charter Communications shares are held by institutional investors. Comparatively, 84.3% of Comcast shares are held by institutional investors. 0.7% of Charter Communications shares are held by company insiders. Comparatively, 1.2% of Comcast shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Comcast has higher revenue and earnings than Charter Communications. Charter Communications is trading at a lower price-to-earnings ratio than Comcast, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charter Communications$54.61B0.72$4.56B$30.928.83
Comcast$121.57B1.27$15.39B$3.7810.39

Charter Communications presently has a consensus target price of $356.47, indicating a potential upside of 30.56%. Comcast has a consensus target price of $49.33, indicating a potential upside of 25.62%. Given Comcast's higher probable upside, analysts clearly believe Charter Communications is more favorable than Comcast.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charter Communications
1 Sell rating(s)
9 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.27
Comcast
0 Sell rating(s)
10 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.52

Comcast received 479 more outperform votes than Charter Communications when rated by MarketBeat users. Likewise, 78.55% of users gave Comcast an outperform vote while only 62.79% of users gave Charter Communications an outperform vote.

CompanyUnderperformOutperform
Charter CommunicationsOutperform Votes
788
62.79%
Underperform Votes
467
37.21%
ComcastOutperform Votes
1267
78.55%
Underperform Votes
346
21.45%

Summary

Comcast beats Charter Communications on 14 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CMCSA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CMCSA vs. The Competition

MetricComcastCable & other pay television services IndustryDiscretionary SectorNASDAQ Exchange
Market Cap$154.47B$12.46B$6.86B$7.96B
Dividend Yield3.15%3.80%2.72%3.91%
P/E Ratio10.3917.2215.3515.17
Price / Sales1.271.445.7677.60
Price / Cash5.073.9136.5032.13
Price / Book1.851.646.754.70
Net Income$15.39B$482.38M$198.33M$217.01M
7 Day Performance-0.10%2.65%2.51%2.90%
1 Month Performance-0.88%11.51%9.24%6.58%
1 Year Performance-4.94%-9.80%5.47%10.15%

Comcast Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CHTR
Charter Communications
4.5013 of 5 stars
$278.13
+1.3%
$356.47
+28.2%
-19.4%$40.06B$54.63B9.00101,100Gap Up
NKE
NIKE
4.9258 of 5 stars
$92.79
+0.1%
$116.26
+25.3%
-21.2%$140.05B$51.22B27.2983,700Analyst Upgrade
Insider Selling
DIS
Walt Disney
4.8384 of 5 stars
$105.35
-0.5%
$126.58
+20.2%
+11.4%$192.06B$89.20B114.51225,000
SONY
Sony Group
3.258 of 5 stars
$81.23
+6.7%
$108.00
+33.0%
-12.1%$100.26B$85.23B15.68113,000Earnings Report
Analyst Upgrade
Gap Up
High Trading Volume
MAR
Marriott International
4.0532 of 5 stars
$235.87
-0.7%
$241.33
+2.3%
+34.2%$67.37B$23.71B24.34411,000Dividend Increase
Analyst Revision
HLT
Hilton Worldwide
4.2819 of 5 stars
$205.26
-0.4%
$207.59
+1.1%
+41.6%$51.32B$10.52B44.62178,000Short Interest ↑
NFLX
Netflix
4.1865 of 5 stars
$613.66
-0.5%
$631.15
+2.8%
+82.7%$264.49B$33.72B42.5913,000Analyst Forecast
LULU
Lululemon Athletica
4.8972 of 5 stars
$352.35
+1.5%
$474.79
+34.8%
-10.0%$44.40B$9.62B28.8638,000Short Interest ↓
Analyst Revision
LBTYA
Liberty Global
3.0573 of 5 stars
$16.95
+1.1%
$24.25
+43.1%
+1.0%$6.32B$7.49B-2.629,860Positive News
LILA
Liberty Latin America
2.6208 of 5 stars
$8.44
+1.2%
$8.90
+5.5%
+6.1%$1.73B$4.51B-281.2410,600

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This page (NASDAQ:CMCSA) was last updated on 5/18/2024 by MarketBeat.com Staff

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