Netflix - NFLX Competitors

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.

Does the media prefer NFLX or CMCSA?

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.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Netflix	16 Very Positive mention(s)	16 Positive mention(s)	38 Neutral mention(s)	7 Negative mention(s)	3 Very Negative mention(s)	Neutral
Comcast	8 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do analysts recommend NFLX or CMCSA?

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.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Netflix	3 Sell rating(s)	15 Hold rating(s)	23 Buy rating(s)	0 Strong Buy rating(s)	2.49
Comcast	2 Sell rating(s)	8 Hold rating(s)	13 Buy rating(s)	0 Strong Buy rating(s)	2.48

Does the MarketBeat Community favor NFLX or CMCSA?

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.

Company	Underperform	Outperform
Netflix	Outperform Votes 2772 65.44%	Underperform Votes 1464 34.56%
Comcast	Outperform Votes 1242 80.34%	Underperform Votes 304 19.66%

Which has better earnings and valuation, NFLX or CMCSA?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Netflix	$31.62 billion	5.08	$4.49 billion	$9.95	36.26
Comcast	$116.39 billion	1.47	$14.16 billion	$1.15	34.43

Do insiders and institutionals hold more shares of NFLX or CMCSA?

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.

Which has more risk and volatility, NFLX or CMCSA?

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.

Is NFLX or CMCSA more profitable?

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.

Company	Net Margins	Return on Equity	Return on Assets
Netflix	14.21%	23.06%	9.57%
Comcast	4.46%	17.61%	6.03%

Summary

Netflix beats Comcast on 12 of the 18 factors compared between the two stocks.