Comcast (CMCSA) Competitors

$39.05
+0.56 (+1.45%)
(As of 05/8/2024 ET)

CMCSA vs. CHTR, NKE, DIS, SONY, MAR, HLT, LULU, NFLX, 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), Lululemon Athletica (LULU), Netflix (NFLX), 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 business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, dividends, earnings, profitability, community ranking, risk and valuation.

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%

Comcast received 478 more outperform votes than Charter Communications when rated by MarketBeat users. Likewise, 78.58% of users gave Comcast an outperform vote while only 62.79% of users gave Charter Communications an outperform vote.

CompanyUnderperformOutperform
ComcastOutperform Votes
1266
78.58%
Underperform Votes
345
21.42%
Charter CommunicationsOutperform Votes
788
62.79%
Underperform Votes
467
37.21%

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

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

In the previous week, Comcast had 14 more articles in the media than Charter Communications. MarketBeat recorded 28 mentions for Comcast and 14 mentions for Charter Communications. Charter Communications' average media sentiment score of 0.64 beat Comcast's score of 0.56 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
11 Very Positive mention(s)
6 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Charter Communications
8 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Comcast currently has a consensus target price of $49.60, suggesting a potential upside of 27.02%. Charter Communications has a consensus target price of $356.47, suggesting a potential upside of 30.68%. Given Charter Communications' higher probable upside, analysts plainly 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 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$121.57B1.26$15.39B$3.7810.33
Charter Communications$54.61B0.72$4.56B$30.928.82

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$153.22B$11.80B$6.68B$7.77B
Dividend Yield3.20%4.06%2.76%3.96%
P/E Ratio10.3321.4518.2719.25
Price / Sales1.261.365.5879.97
Price / Cash4.983.7413.0728.61
Price / Book1.861.555.374.39
Net Income$15.39B$457.93M$193.25M$217.15M
7 Day Performance2.23%6.40%13.46%2.98%
1 Month Performance-4.08%2.10%-1.40%-2.44%
1 Year Performance-3.79%-18.14%3.26%8.42%

Comcast Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CHTR
Charter Communications
4.495 of 5 stars
$268.00
-1.3%
$356.47
+33.0%
-22.2%$38.60B$54.61B8.67101,100
NKE
NIKE
4.571 of 5 stars
$93.78
+0.4%
$116.26
+24.0%
-26.2%$141.55B$51.22B27.5883,700Dividend Announcement
Insider Selling
DIS
Walt Disney
4.8358 of 5 stars
$105.40
-9.5%
$127.17
+20.7%
+2.4%$193.34B$88.90B65.06225,000Earnings Report
Analyst Forecast
High Trading Volume
SONY
Sony Group
4.0193 of 5 stars
$81.65
-3.8%
$108.00
+32.3%
-15.2%$100.77B$85.23B15.76113,000Upcoming Earnings
Gap Down
MAR
Marriott International
4.1988 of 5 stars
$235.99
-0.4%
$241.33
+2.3%
+32.3%$67.40B$23.71B24.35411,000Earnings Report
HLT
Hilton Worldwide
4.659 of 5 stars
$199.71
-0.2%
$207.59
+3.9%
+37.7%$49.94B$10.24B43.42178,000
LULU
Lululemon Athletica
4.7871 of 5 stars
$349.85
-0.1%
$476.57
+36.2%
-9.5%$44.08B$9.62B28.6538,000Analyst Forecast
NFLX
Netflix
4.4594 of 5 stars
$606.00
+1.5%
$631.15
+4.1%
+84.0%$261.16B$33.72B42.0513,000Insider Selling
LBTYA
Liberty Global
3.3793 of 5 stars
$16.91
-1.6%
$24.25
+43.4%
-13.3%$6.38B$7.49B-2.619,860Earnings Report
Positive News
LILA
Liberty Latin America
2.7732 of 5 stars
$8.21
+0.9%
$9.32
+13.5%
+3.0%$1.68B$4.51B-31.5810,600Earnings Report
Analyst Forecast
News Coverage
Gap Up

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This page (NASDAQ:CMCSA) was last updated on 5/9/2024 by MarketBeat.com Staff

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