How Does Comcast Stock Stack Up Against Its Peers?
Comcast’s stock has underperformed over the past year, but how does it truly stack up against peers like Warner Bros. Discovery (WBD) and Charter Communications (CHTR) in today’s dynamic media landscape? A closer look reveals solid profitability with strong operating and free cash flow margins, and moderate revenue growth, supported by a compelling valuation due to its low PE ratio. However, limited upside may persist if market momentum keeps favoring more focused streaming or content pure-plays.
- CMCSA’s 18.1% operating margin trails CABO (26.3%), reflecting diverse media/broadband mix and cable segment pressures.
- CMCSA’s 2.5% revenue growth lags ROKU’s streaming surge, but its stable broadband outpaces other traditional peers.
- CMCSA’s 27.6% stock drop and 5.1 PE reflect concerns on broadband competition and streaming unit profitability.
Here’s how Comcast stacks up across size, valuation, and profitability versus key peers.
| CMCSA | WBD | CHTR | ROKU | CABO | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 102.6 | 73.2 | 29.5 | 15.5 | 0.7 |
| Revenue ($ Bil) | 124.2 | 37.9 | 55.2 | 4.5 | 1.5 |
| PE Ratio | 5.1 | 99.8 | 7.2 | -533.8 | -2.2 |
| LTM Revenue Growth | 2.5% | -4.3% | 1.0% | 16.6% | -4.9% |
| LTM Operating Margin | 18.1% | 3.7% | 24.5% | -2.4% | 26.3% |
| LTM FCF Margin | 13.4% | 10.9% | 7.8% | 9.9% | 19.5% |
| 12M Market Return | -27.6% | 171.2% | -43.6% | 28.8% | -66.6% |
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
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CMCSA | 2.5% | 1.8% | 0.1% | 4.3% |
| WBD | -4.3% | -4.8% | 22.2% | 177.4% |
| CHTR | 1.0% | 0.9% | 1.1% | 4.5% |
| ROKU | 16.6% | 18.0% | 11.5% | 13.1% |
| CABO | -4.9% | -5.9% | -1.6% | 6.2% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CMCSA | 18.1% | 18.8% | 19.2% | 18.6% |
| WBD | 3.7% | 0.0% | -2.1% | -10.3% |
| CHTR | 24.5% | 24.0% | 22.9% | 22.7% |
| ROKU | -2.4% | -5.3% | -22.7% | -17.0% |
| CABO | 26.3% | 28.8% | 32.2% | 31.3% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CMCSA | 5.1 | 9.0 | 11.7 | 28.7 |
| WBD | 99.8 | -2.3 | -8.9 | -2.5 |
| CHTR | 7.2 | 9.6 | 12.7 | 10.8 |
| ROKU | -533.8 | -83.1 | -18.3 | -11.3 |
| CABO | -2.2 | 140.6 | 14.0 | 19.7 |
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