Comcast (CMCSA) Competitors

$38.81
+0.24 (+0.62%)
(As of 11:52 AM ET)

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

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

Comcast vs.

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

NIKE has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500. Comparatively, Comcast has a beta of 0.98, suggesting that its share price is 2% less volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NIKE$51.58B2.75$5.07B$3.4027.68
Comcast$121.57B1.26$15.39B$3.7810.20

64.3% of NIKE shares are owned by institutional investors. Comparatively, 84.3% of Comcast shares are owned by institutional investors. 0.5% of NIKE shares are owned by company insiders. Comparatively, 1.2% of Comcast shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, Comcast had 25 more articles in the media than NIKE. MarketBeat recorded 59 mentions for Comcast and 34 mentions for NIKE. Comcast's average media sentiment score of 0.42 beat NIKE's score of 0.33 indicating that NIKE is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NIKE
15 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral
Comcast
18 Very Positive mention(s)
9 Positive mention(s)
12 Neutral mention(s)
15 Negative mention(s)
0 Very Negative mention(s)
Neutral

NIKE pays an annual dividend of $1.48 per share and has a dividend yield of 1.6%. Comcast pays an annual dividend of $1.24 per share and has a dividend yield of 3.2%. NIKE pays out 43.5% of its earnings in the form of a dividend. Comcast pays out 32.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. NIKE has raised its dividend for 21 consecutive years and Comcast has raised its dividend for 17 consecutive years. Comcast is clearly the better dividend stock, given its higher yield and lower payout ratio.

NIKE presently has a consensus price target of $116.26, suggesting a potential upside of 23.52%. Comcast has a consensus price target of $49.83, suggesting a potential upside of 29.19%. Given NIKE's higher probable upside, analysts plainly believe Comcast is more favorable than NIKE.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NIKE
2 Sell rating(s)
9 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.58
Comcast
0 Sell rating(s)
10 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.52

Comcast has a net margin of 12.64% compared to Comcast's net margin of 10.14%. Comcast's return on equity of 39.41% beat NIKE's return on equity.

Company Net Margins Return on Equity Return on Assets
NIKE10.14% 39.41% 14.92%
Comcast 12.64%20.10%6.39%

NIKE received 1062 more outperform votes than Comcast when rated by MarketBeat users. However, 78.57% of users gave Comcast an outperform vote while only 71.10% of users gave NIKE an outperform vote.

CompanyUnderperformOutperform
NIKEOutperform Votes
2327
71.10%
Underperform Votes
946
28.90%
ComcastOutperform Votes
1265
78.57%
Underperform Votes
345
21.43%

Summary

Comcast beats NIKE on 11 of the 21 factors compared between the two stocks.

Get Comcast News Delivered to You Automatically

Sign up to receive the latest news and ratings for CMCSA and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

CMCSA vs. The Competition

MetricComcastCable & other pay television services IndustryDiscretionary SectorNASDAQ Exchange
Market Cap$153.19B$12.06B$6.83B$7.63B
Dividend Yield3.21%4.61%2.68%3.94%
P/E Ratio10.208.2118.0419.17
Price / Sales1.261.185.7187.90
Price / Cash4.973.5328.2135.33
Price / Book1.841.345.254.26
Net Income$15.39B$476.53M$195.31M$214.06M
7 Day Performance-4.15%0.22%1.76%1.88%
1 Month Performance-11.03%-7.54%-4.40%-5.70%
1 Year Performance-6.77%-28.05%0.78%6.72%

Comcast Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NKE
NIKE
4.4619 of 5 stars
$94.04
-0.2%
$116.26
+23.6%
-25.7%$141.94B$51.22B27.6683,700
DIS
Walt Disney
4.7884 of 5 stars
$113.72
+1.5%
$124.54
+9.5%
+10.0%$208.59B$88.90B70.19225,000
SONY
Sony Group
3.5256 of 5 stars
$81.82
+0.3%
$108.00
+32.0%
-8.2%$100.98B$85.23B15.80113,000Short Interest ↓
NFLX
Netflix
4.8228 of 5 stars
$577.75
+4.2%
$630.58
+9.1%
+70.1%$248.95B$33.72B40.0913,000
MAR
Marriott International
4.4041 of 5 stars
$239.69
+1.0%
$236.69
-1.3%
+42.2%$69.26B$23.71B23.52411,000Upcoming Earnings
HLT
Hilton Worldwide
4.703 of 5 stars
$197.19
+1.1%
$201.78
+2.3%
+40.3%$49.56B$10.24B45.54178,000Earnings Report
Dividend Announcement
Short Interest ↓
LULU
Lululemon Athletica
4.8604 of 5 stars
$364.68
+0.8%
$483.61
+32.6%
-4.0%$45.95B$9.62B29.8738,000Analyst Report
CHTR
Charter Communications
4.6156 of 5 stars
$266.31
+0.5%
$380.80
+43.0%
-30.9%$38.68B$54.61B8.87101,100Earnings Report
Analyst Report
Short Interest ↑
LBTYA
Liberty Global
3.257 of 5 stars
$16.70
+1.5%
$26.36
+57.8%
-16.2%$6.31B$7.49B-1.789,860Upcoming Earnings
Positive News
LILA
Liberty Latin America
3.7259 of 5 stars
$7.44
+0.4%
$9.32
+25.2%
-14.2%$1.53B$4.51B-28.6110,600

Related Companies and Tools

This page (NASDAQ:CMCSA) was last updated on 4/29/2024 by MarketBeat.com Staff

From Our Partners