Comcast (CMCSA) Competitors

$39.37
+0.12 (+0.31%)
(As of 05/16/2024 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.

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

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

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

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

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
Comcast$121.57B1.27$15.39B$3.7810.42
Charter Communications$54.61B0.73$4.56B$30.928.98

Comcast presently has a consensus price target of $49.33, suggesting a potential upside of 25.30%. Charter Communications has a consensus price target of $356.47, suggesting a potential upside of 28.44%. Given Charter Communications' higher possible upside, analysts clearly believe Charter Communications is more favorable than Comcast.

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

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

Company Net Margins Return on Equity Return on Assets
Comcast12.64% 20.10% 6.39%
Charter Communications 8.50%31.42%3.16%

In the previous week, Comcast had 42 more articles in the media than Charter Communications. MarketBeat recorded 56 mentions for Comcast and 14 mentions for Charter Communications. Charter Communications' average media sentiment score of 0.73 beat Comcast's score of 0.43 indicating that Charter Communications is being referred to more favorably in the news media.

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

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$11.99B$6.78B$7.96B
Dividend Yield3.12%3.84%2.73%3.93%
P/E Ratio10.4223.0118.1718.78
Price / Sales1.271.3945.5979.12
Price / Cash5.113.8835.0031.19
Price / Book1.861.636.754.47
Net Income$15.39B$457.93M$194.91M$217.14M
7 Day Performance2.15%1.78%0.98%1.88%
1 Month Performance0.64%12.20%5.48%5.32%
1 Year Performance-0.93%-12.75%7.19%11.56%

Comcast Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CHTR
Charter Communications
4.5607 of 5 stars
$278.13
+1.3%
$356.47
+28.2%
-17.2%$40.06B$54.63B9.00101,100Gap Up
NKE
NIKE
4.9288 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
4.8314 of 5 stars
$105.35
-0.5%
$126.58
+20.2%
+13.7%$192.06B$89.20B114.51225,000Analyst Forecast
SONY
Sony Group
3.4439 of 5 stars
$81.23
+6.7%
$108.00
+33.0%
-11.1%$100.26B$85.23B15.68113,000Earnings Report
Analyst Upgrade
Gap Up
High Trading Volume
MAR
Marriott International
4.1412 of 5 stars
$235.87
-0.7%
$241.33
+2.3%
+36.9%$67.37B$23.71B24.34411,000Dividend Increase
Analyst Revision
HLT
Hilton Worldwide
4.1746 of 5 stars
$205.26
-0.4%
$207.59
+1.1%
+44.4%$51.32B$10.52B44.62178,000Short Interest ↑
NFLX
Netflix
4.1714 of 5 stars
$613.66
-0.5%
$631.15
+2.8%
+82.9%$264.49B$33.72B42.5913,000Analyst Forecast
LULU
Lululemon Athletica
4.8908 of 5 stars
$352.35
+1.5%
$474.79
+34.8%
-8.9%$44.40B$9.62B28.8638,000Short Interest ↓
LBTYA
Liberty Global
3.2523 of 5 stars
$16.95
+1.1%
$24.25
+43.1%
-0.6%$6.32B$7.49B-2.629,860
LILA
Liberty Latin America
3.0359 of 5 stars
$8.44
+1.2%
$8.90
+5.5%
+6.2%$1.73B$4.51B-281.2410,600Short Interest ↑

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This page (NASDAQ:CMCSA) was last updated on 5/17/2024 by MarketBeat.com Staff

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