Comcast Corp (CMCSA)vsWalt Disney Company (DIS)
CMCSA
Comcast Corp
$28.73
-1.68%
COMMUNICATION SERVICES · Cap: $106.47B
DIS
Walt Disney Company
$95.95
-0.46%
COMMUNICATION SERVICES · Cap: $170.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 29% more annual revenue ($123.71B vs $95.72B). CMCSA leads profitability with a 16.2% profit margin vs 12.8%. DIS appears more attractively valued with a PEG of 2.83. CMCSA earns a higher WallStSmart Score of 62/100 (C+).
CMCSA
Buy62
out of 100
Grade: C+
DIS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.4%
Fair Value
$36.65
Current Price
$28.73
$7.92 discount
Margin of Safety
-129.7%
Fair Value
$46.17
Current Price
$95.95
$49.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 5.1B in free cash flow
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
1.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 52.5%
Grey zone — moderate risk
Expensive relative to growth rate
Earnings declined 4.3%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap. Profitability is solid with margins at 16.2% and operating margin at 10.8%.
Bull Case : DIS
The strongest argument for DIS centers on Market Cap, P/E Ratio, Price/Book.
Bear Case : CMCSA
The primary concerns for CMCSA are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : DIS
The primary concerns for DIS are Altman Z-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
DIS carries more volatility with a beta of 1.44 — expect wider price swings.
DIS is growing revenue faster at 5.2% — sustainability is the question.
CMCSA generates stronger free cash flow (5.1B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMCSA scores higher overall (62/100 vs 59/100), backed by strong 16.2% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
Visit Website →Walt Disney Company
COMMUNICATION SERVICES · ENTERTAINMENT · USA
The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California.
Visit Website →Compare with Other TELECOM SERVICES Stocks
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