How Does Comcast Stock Stack Up Against Its Peers?
Comcast’s (CMCSA) stock has largely lagged peers over the past year, but how does it truly measure up amid its strategic pivot to a leaner model? A closer look at the provided data reveals moderate LTM revenue growth (2.53%) and operating margins (18.12%), yet a compelling valuation with a P/E ratio of 4.57x, the lowest among its rivals. Despite competitive broadband pressures, CMCSA’s robust free cash flow and focused strategy on high-growth areas like Peacock and theme parks suggest potential upside, although some analysts maintain a ‘Hold’ rating.
- CMCSA’s 18.1% operating margin, though strong, trails CHTR (24.5%), reflecting Comcast’s diversified portfolio versus Charter’s broadband focus and operational leverage.
- CMCSA’s 2.5% revenue growth lags DIS/TMUS’s streaming/5G gains but exceeds CHTR/T/VZ amidst broadband subscriber losses and telco competition.
- CMCSA stock is down 22.5% with a 4.6 PE, reflecting market concerns over broadband losses, but a potential upside exists with its strategic spinoff.
Here’s how Comcast stacks up across size, valuation, and profitability versus key peers.
| CMCSA | CHTR | T | VZ | DIS | TMUS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 104.6 | 29.0 | 176.8 | 170.1 | 205.1 | 225.7 |
| Revenue ($ Bil) | 124.2 | 55.2 | 124.5 | 137.5 | 94.4 | 85.8 |
| PE Ratio | 4.6 | 5.5 | 7.9 | 8.6 | 16.5 | 19.0 |
| LTM Revenue Growth | 2.5% | 1.0% | 2.0% | 2.4% | 3.4% | 7.3% |
| LTM Operating Margin | 18.1% | 24.5% | 19.5% | 23.0% | 14.6% | 22.6% |
| LTM FCF Margin | 13.4% | 7.8% | 16.0% | 15.0% | 10.7% | 16.1% |
| 12M Market Return | -22.5% | -41.4% | 13.9% | 6.8% | 3.8% | -6.9% |
For more details on Comcast, read Buy or Sell CMCSA Stock. Below we compare CMCSA’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CMCSA | 2.5% | – | 1.8% | 0.1% | 4.3% |
| CHTR | 1.0% | – | 0.9% | 1.1% | 4.5% |
| T | 2.0% | – | -0.1% | 1.4% | -9.9% |
| VZ | 2.4% | – | 0.6% | -2.1% | 2.4% |
| DIS | 3.4% | 3.4% | 2.8% | 7.5% | |
| TMUS | 7.3% | – | 3.6% | -1.3% | -0.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CMCSA | 18.1% | – | 18.8% | 19.2% | 18.6% |
| CHTR | 24.5% | – | 24.0% | 22.9% | 22.7% |
| T | 19.5% | – | 19.7% | 20.1% | 19.0% |
| VZ | 23.0% | – | 21.3% | 21.4% | 22.3% |
| DIS | 14.6% | 14.6% | 13.0% | 10.1% | |
| TMUS | 22.6% | – | 22.1% | 18.1% | 10.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CMCSA | 4.6 | – | 7.2 | 10.1 | 36.0 |
| CHTR | 5.5 | – | 5.9 | 11.2 | 12.4 |
| T | 7.9 | – | 16.3 | 11.4 | -14.1 |
| VZ | 8.6 | – | 9.8 | 14.5 | 7.5 |
| DIS | 16.5 | 16.5 | 40.9 | 70.1 | |
| TMUS | 19.0 | – | 20.9 | 31.5 | 77.4 |
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