DIS
The Walt Disney Company
Entertainment
Market Cap$191.31B
5Y Perf.-7.9%
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Stock Comparison
DIS vs CMCSA
Revenue, margins, valuation, and 5-year total return — side by side.
CMCSA
Comcast Corporation
Telecommunications Services
Market Cap$96.34B
5Y Perf.-33.2%
DIS vs CMCSA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | DIS | CMCSA |
|---|---|---|
| Industry | Entertainment | Telecommunications Services |
| Market Cap | $191.31B | $96.34B |
| Revenue (TTM) | $97.26B | $125.28B |
| Net Income (TTM) | $11.22B | $18.60B |
| Gross Margin | 37.2% | 61.7% |
| Operating Margin | 15.5% | 15.3% |
| Forward P/E | 16.4x | 7.5x |
| Total Debt | $44.88B | $110.44B |
| Cash & Equiv. | $5.70B | $9.48B |
DIS vs CMCSA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
DIS
CMCSA
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| The Walt Disney Com… (DIS) | 100 | 92.1 | -7.9% |
| Comcast Corporation (CMCSA) | 100 | 66.8 | -33.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DIS vs CMCSA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CMCSA leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. The Walt Disney Company is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
DIS
The Walt Disney Company
The Growth Play
DIS is the clearest fit if your priority is growth exposure.
- Rev growth 3.4%, EPS growth 151.8%, 3Y rev CAGR 4.5%
- 3.4% revenue growth vs CMCSA's -0.0%
- +18.5% vs CMCSA's -19.5%
Best for: growth exposure
CMCSA
Comcast Corporation
The Income Pick
CMCSA carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 18 yrs, beta 0.21, yield 5.1%
- 16.0% 10Y total return vs DIS's 10.9%
- Lower volatility, beta 0.21, current ratio 0.88x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | DIS | 3.4% revenue growth vs CMCSA's -0.0% |
| Value | CMCSA | Lower P/E (7.5x vs 16.4x) |
| Quality / Margins | CMCSA | 14.8% margin vs DIS's 11.5% |
| Stability / Safety | CMCSA | Beta 0.21 vs DIS's 0.90 |
| Dividends | CMCSA | 5.1% yield, 18-year raise streak, vs DIS's 0.9% |
| Momentum (1Y) | DIS | +18.5% vs CMCSA's -19.5% |
| Efficiency (ROA) | CMCSA | 6.9% ROA vs DIS's 5.6%, ROIC 8.2% vs 6.9% |
DIS vs CMCSA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
DIS vs CMCSA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLDISLAGGINGCMCSA
CMCSAComcast Corporation
2leads
DISThe Walt Disney Compa…
2leads
6 Total Categories
CATEGORYLEADERvs CMCSAMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
CMCSA6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
DIS5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
DIS5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
CMCSA2/2
Income & Cash Flow (Last 12 Months)
Evenly matched — DIS and CMCSA each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CMCSA and DIS operate at a comparable scale, with $125.3B and $97.3B in trailing revenue. Profitability is closely matched — net margins range from 14.8% (CMCSA) to 11.5% (DIS).
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| RevenueTrailing 12 months | $97.3B | $125.3B |
| EBITDAEarnings before interest/tax | $20.5B | $35.4B |
| Net IncomeAfter-tax profit | $11.2B | $18.6B |
| Free Cash FlowCash after capex | $7.1B | $18.1B |
| Gross MarginGross profit ÷ Revenue | +37.2% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +15.5% | +15.3% |
| Net MarginNet income ÷ Revenue | +11.5% | +14.8% |
| FCF MarginFCF ÷ Revenue | +7.3% | +14.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.5% | +5.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -29.8% | -32.6% |
Evenly matched — DIS and CMCSA each lead in 3 of 6 comparable metrics.
Valuation Metrics
CMCSA leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 4.9x trailing earnings, CMCSA trades at a 69% valuation discount to DIS's 15.8x P/E. On an enterprise value basis, CMCSA's 5.3x EV/EBITDA is more attractive than DIS's 12.0x.
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| Market CapShares × price | $191.3B | $96.3B |
| Enterprise ValueMkt cap + debt − cash | $230.5B | $197.3B |
| Trailing P/EPrice ÷ TTM EPS | 15.77x | 4.91x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.42x | 7.49x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.26x |
| EV / EBITDAEnterprise value multiple | 12.03x | 5.35x |
| Price / SalesMarket cap ÷ Revenue | 2.03x | 0.78x |
| Price / BookPrice ÷ Book value/share | 1.71x | 0.99x |
| Price / FCFMarket cap ÷ FCF | 18.98x | 4.40x |
CMCSA leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
DIS leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CMCSA delivers a 19.5% return on equity — every $100 of shareholder capital generates $20 in annual profit, vs $10 for DIS. DIS carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to CMCSA's 1.13x. On the Piotroski fundamental quality scale (0–9), DIS scores 8/9 vs CMCSA's 7/9, reflecting strong financial health.
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| ROE (TTM)Return on equity | +9.8% | +19.5% |
| ROA (TTM)Return on assets | +5.6% | +6.9% |
| ROICReturn on invested capital | +6.9% | +8.2% |
| ROCEReturn on capital employed | +8.5% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.39x | 1.13x |
| Net DebtTotal debt minus cash | $39.2B | $101.0B |
| Cash & Equiv.Liquid assets | $5.7B | $9.5B |
| Total DebtShort + long-term debt | $44.9B | $110.4B |
| Interest CoverageEBIT ÷ Interest expense | 9.95x | 6.84x |
DIS leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
DIS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DIS five years ago would be worth $6,078 today (with dividends reinvested), compared to $5,626 for CMCSA. Over the past 12 months, DIS leads with a +18.5% total return vs CMCSA's -19.5%. The 3-year compound annual growth rate (CAGR) favors DIS at 2.4% vs CMCSA's -9.5% — a key indicator of consistent wealth creation.
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| YTD ReturnYear-to-date | -3.5% | -8.3% |
| 1-Year ReturnPast 12 months | +18.5% | -19.5% |
| 3-Year ReturnCumulative with dividends | +7.3% | -25.9% |
| 5-Year ReturnCumulative with dividends | -39.2% | -43.7% |
| 10-Year ReturnCumulative with dividends | +10.9% | +16.0% |
| CAGR (3Y)Annualised 3-year return | +2.4% | -9.5% |
DIS leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — DIS and CMCSA each lead in 1 of 2 comparable metrics.
Risk & Volatility
CMCSA is the less volatile stock with a 0.21 beta — it tends to amplify market swings less than DIS's 0.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DIS currently trades 86.6% from its 52-week high vs CMCSA's 72.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.90x | 0.21x |
| 52-Week HighHighest price in past year | $124.69 | $36.66 |
| 52-Week LowLowest price in past year | $91.00 | $25.75 |
| % of 52W HighCurrent price vs 52-week peak | +86.6% | +72.1% |
| RSI (14)Momentum oscillator 0–100 | 45.7 | 37.9 |
| Avg Volume (50D)Average daily shares traded | 9.0M | 28.4M |
Evenly matched — DIS and CMCSA each lead in 1 of 2 comparable metrics.
Analyst Outlook
CMCSA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates DIS as "Buy" and CMCSA as "Buy". Consensus price targets imply 29.2% upside for DIS (target: $140) vs 20.5% for CMCSA (target: $32). For income investors, CMCSA offers the higher dividend yield at 5.09% vs DIS's 0.92%.
| Metric | DISThe Walt Disney C… | CMCSAComcast Corporati… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $139.50 | $31.87 |
| # AnalystsCovering analysts | 63 | 60 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +5.1% |
| Dividend StreakConsecutive years of raises | 1 | 18 |
| Dividend / ShareAnnual DPS | $1.00 | $1.35 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.8% | +7.4% |
CMCSA leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
CMCSA leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). DIS leads in 2 (Profitability & Efficiency, Total Returns). 2 tied.
Best OverallThe Walt Disney Company (DIS)Leads 2 of 6 categories
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DIS vs CMCSA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DIS or CMCSA a better buy right now?
For growth investors, The Walt Disney Company (DIS) is the stronger pick with 3.
4% revenue growth year-over-year, versus -0. 0% for Comcast Corporation (CMCSA). Comcast Corporation (CMCSA) offers the better valuation at 4. 9x trailing P/E (7. 5x forward), making it the more compelling value choice. Analysts rate The Walt Disney Company (DIS) a "Buy" — based on 63 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DIS or CMCSA?
On trailing P/E, Comcast Corporation (CMCSA) is the cheapest at 4.
9x versus The Walt Disney Company at 15. 8x. On forward P/E, Comcast Corporation is actually cheaper at 7. 5x.
03Which is the better long-term investment — DIS or CMCSA?
Over the past 5 years, The Walt Disney Company (DIS) delivered a total return of -39.
2%, compared to -43. 7% for Comcast Corporation (CMCSA). Over 10 years, the gap is even starker: CMCSA returned +16. 0% versus DIS's +10. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DIS or CMCSA?
By beta (market sensitivity over 5 years), Comcast Corporation (CMCSA) is the lower-risk stock at 0.
21β versus The Walt Disney Company's 0. 90β — meaning DIS is approximately 330% more volatile than CMCSA relative to the S&P 500. On balance sheet safety, The Walt Disney Company (DIS) carries a lower debt/equity ratio of 39% versus 113% for Comcast Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — DIS or CMCSA?
By revenue growth (latest reported year), The Walt Disney Company (DIS) is pulling ahead at 3.
4% versus -0. 0% for Comcast Corporation (CMCSA). On earnings-per-share growth, the picture is similar: The Walt Disney Company grew EPS 151. 8% year-over-year, compared to 30. 2% for Comcast Corporation. Over a 3-year CAGR, DIS leads at 4. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DIS or CMCSA?
Comcast Corporation (CMCSA) is the more profitable company, earning 16.
0% net margin versus 13. 1% for The Walt Disney Company — meaning it keeps 16. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CMCSA leads at 16. 7% versus 14. 6% for DIS. At the gross margin level — before operating expenses — CMCSA leads at 60. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DIS or CMCSA more undervalued right now?
On forward earnings alone, Comcast Corporation (CMCSA) trades at 7.
5x forward P/E versus 16. 4x for The Walt Disney Company — 8. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DIS: 29. 2% to $139. 50.
08Which pays a better dividend — DIS or CMCSA?
All stocks in this comparison pay dividends.
Comcast Corporation (CMCSA) offers the highest yield at 5. 1%, versus 0. 9% for The Walt Disney Company (DIS).
09Is DIS or CMCSA better for a retirement portfolio?
For long-horizon retirement investors, Comcast Corporation (CMCSA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
21), 5. 1% yield). Both have compounded well over 10 years (CMCSA: +16. 0%, DIS: +10. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DIS and CMCSA?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(DIS: 6.5% · CMCSA: 5.3%)Net Margin>
%
(DIS: 11.5% · CMCSA: 14.8%)P/E Ratio<
x
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