NFLX vs. CMCSA, DIS, NKE, SONY, CHTR, ATVI, MAR, LVS, IQ, and LULU
Should you be buying Netflix stock or one of its competitors? The main competitors of Netflix include Comcast (CMCSA), Walt Disney (DIS), NIKE (NKE), Sony Group (SONY), Charter Communications (CHTR), Activision Blizzard (ATVI), Marriott International (MAR), Las Vegas Sands (LVS), iQIYI (IQ), and Lululemon Athletica (LULU). These companies are all part of the "consumer discretionary" sector.
Netflix vs.
Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) are both large-cap consumer discretionary companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, dividends, community ranking, profitability, valuation, institutional ownership, risk, earnings and analyst recommendations.
In the previous week, Netflix had 80 more articles in the media than Comcast. MarketBeat recorded 100 mentions for Netflix and 20 mentions for Comcast. Comcast's average media sentiment score of 0.48 beat Netflix's score of 0.22 indicating that Comcast is being referred to more favorably in the news media.
Netflix presently has a consensus target price of $342.36, indicating a potential downside of 5.10%. Comcast has a consensus target price of $44.48, indicating a potential upside of 12.31%. Given Comcast's higher possible upside, analysts clearly believe Comcast is more favorable than Netflix.
Netflix received 1530 more outperform votes than Comcast when rated by MarketBeat users. However, 80.34% of users gave Comcast an outperform vote while only 65.44% of users gave Netflix an outperform vote.
Comcast has higher revenue and earnings than Netflix. Comcast is trading at a lower price-to-earnings ratio than Netflix, indicating that it is currently the more affordable of the two stocks.
77.3% of Netflix shares are owned by institutional investors. Comparatively, 82.2% of Comcast shares are owned by institutional investors. 2.4% of Netflix shares are owned by insiders. Comparatively, 1.1% of Comcast shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
Netflix has a beta of 1.27, suggesting that its stock price is 27% more volatile than the S&P 500. Comparatively, Comcast has a beta of 1, suggesting that its stock price has a similar volatility profile to the S&P 500.
Netflix has a net margin of 14.21% compared to Comcast's net margin of 4.46%. Netflix's return on equity of 23.06% beat Comcast's return on equity.
Summary
Netflix beats Comcast on 12 of the 18 factors compared between the two stocks.
New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding NFLX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartMedia 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.
Skip Chart