Comcast vs Disney

This page provides a detailed comparison of Comcast Corporation and The Walt Disney Company. We examine their respective business models, analyse their financial performance, and consider their market context to offer insights into each company's position and potential. Educational content, not financial advice.

This page provides a detailed comparison of Comcast Corporation and The Walt Disney Company. We examine their respective business models, analyse their financial performance, and consider their market...

Comparison Snapshot

Key Financial Metrics

CMCSA

Metric

DIS

$107.24B

Market Cap

$197.40B

21.20%

Potential Profit

20.41%

Hold

Analyst Rating

Buy

Why It's Moving

Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.

Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.

Sentiment:

⚖️Neutral

Disney Gears Up for CEO Succession Shake-Up as Iger's Exit Looms.

Board commits to naming Iger's replacement early this year, opting for a high-ranking internal executive to avoid past succession pitfalls.
Iger set to step down by end of 2026 without extension, paving way for fresh leadership to tackle ongoing challenges.
Studio momentum builds with top multiplex draws, fueling optimism for Disney to outperform the broader market after years of lagging.

Sentiment:

🐃Bullish

Comcast Gains Ground Amid Market Turmoil as Earnings Anticipation Builds.

Outperformed benchmarks despite a 4.92% monthly drop, highlighting strength in cable and NBCUniversal assets like Peacock streaming.
Upcoming earnings on Jan 29 carry expectations of a 21.88% EPS dip year-over-year, but revenue growth of 0.98% underscores steady demand.
Recent dividend of $0.33 per share, yielding 4.6%, bolsters appeal with a low 21.96% payout ratio supporting cash flow stability.

Sentiment:

⚖️Neutral

Disney Gears Up for CEO Succession Shake-Up as Iger's Exit Looms.

Board commits to naming Iger's replacement early this year, opting for a high-ranking internal executive to avoid past succession pitfalls.
Iger set to step down by end of 2026 without extension, paving way for fresh leadership to tackle ongoing challenges.
Studio momentum builds with top multiplex draws, fueling optimism for Disney to outperform the broader market after years of lagging.

Sentiment:

🐃Bullish

Investment Analysis

Comcast

CMCSA

Pros

Comcast maintains a low price-to-earnings ratio of 8.17, indicating potential undervaluation relative to peers.
The company exhibits solid interest coverage of 5.52, supporting debt servicing amid high leverage.
Comcast holds a competitive position in broadband through its Xfinity network, driving stable subscriber revenue.

Considerations

Recent stock price declined to around $28 in early 2026 from higher levels, reflecting market pressures.
Low quick ratio of 0.53 signals limited short-term liquidity to cover immediate obligations.
Traditional cable segment faces cord-cutting trends, eroding legacy video subscriber base.

Disney

DIS

Pros

Disney benefits from strong content franchises across films, streaming, and parks, fuelling diversified revenue.
The company demonstrates resilience in theme parks recovery post-pandemic, boosting experiential income.
Disney+ subscriber growth enhances direct-to-consumer streaming profitability amid market expansion.

Considerations

Elevated price-to-earnings ratio of 20.07 suggests premium valuation vulnerable to earnings misses.
Quick ratio of 0.55 highlights modest liquidity, exposing balance sheet to operational disruptions.
Streaming wars intensify competition, pressuring margins and content investment costs.

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