Comcast (CMCSA) vs Walt Disney (DIS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Walt Disney (DIS) has outperformed Comcast (CMCSA) over the past year, losing 6.9% versus a loss of 27.0%. Over five years, DIS leads with a -40.6% price change compared with -58.6% for CMCSA. Walt Disney is the larger company by market cap ($184.79 billion vs $74.86 billion), about 2.5 times the size.
On valuation, Comcast trades at a lower forward P/E (5.9x vs 14.3x for Walt Disney). Comcast offers the higher dividend yield (6.26% vs 1.40%). Comcast converts more of its revenue into profit, with a net margin of 16.2% versus 13.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CMCSA | DIS |
|---|---|---|
| Share price | $21.10 | $107.02 |
| Market cap | $74.86B | $184.79B |
| 1-day change | +0.74% | +2.17% |
| YTD return | -25.25% | -7.93% |
| 1-year return | -26.98% | -6.91% |
| 5-year return | -58.64% | -40.64% |
| P/E ratio (TTM) | 6.80 | 22.07 |
| Forward P/E | 5.88 | 14.32 |
| EPS (TTM) | $3.10 | $4.85 |
| Dividend yield | 6.26% | 1.40% |
| Annual dividend | $1.32 | $1.50 |
| Revenue (latest FY) | $123.71B | $94.42B |
| Revenue growth (YoY) | -0.02% | +3.35% |
| Net income (latest FY) | $20.00B | $12.40B |
| Operating margin | 16.71% | 18.59% |
| Net margin | 16.17% | 13.14% |
| 52-week high | $32.86 | $117.09 |
| 52-week low | $20.75 | $92.19 |
| Distance from 52-week high | -35.80% | -8.60% |
| Analyst consensus | hold | strong_buy |
| Avg. price target upside | +36.19% | +18.16% |
| Average volume | 28.80M | 9.40M |
| Shares outstanding | 3.54B | 1.73B |
| Employees | 179,000 | 175,560 |
| Sector | Telecommunications | Consumer Discretionary |
| Industry | Cable & Other Pay Television Services | Services-Misc. Amusement & Recreation |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Walt Disney is about 2.5 times larger than Comcast by market value ($184.79B vs $74.86B).
- DIS has outperformed CMCSA by 20.1 percentage points over the past year.
- Walt Disney trades at a higher earnings multiple (22.1x vs 6.8x trailing P/E).
- Comcast offers a meaningfully higher dividend yield (6.26% vs 1.40%).
- The two companies sit in different sectors: Comcast in Telecommunications and Walt Disney in Consumer Discretionary.
About Comcast
CMCSA stock →Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Telecommunications · Cable & Other Pay Television Services · 179,000 employees
About Walt Disney
DIS stock →The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific. It operates in three segments: Entertainment, Sports, and Experiences.
Consumer Discretionary · Services-Misc. Amusement & Recreation · 175,560 employees
CMCSA vs DIS FAQ
Which is bigger, Comcast or Walt Disney?
Walt Disney (DIS) is larger, with a market capitalization of $184.79B compared with $74.86B for Comcast (CMCSA).
Which stock has performed better over the past year, CMCSA or DIS?
DIS returned -6.91% over the past 12 months, compared with -26.98% for CMCSA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CMCSA or DIS?
CMCSA has the lower trailing P/E at 6.8, versus 22.1 for DIS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Comcast or Walt Disney?
Comcast has the higher yield at 6.26%, compared with 1.40% for Walt Disney.
Are Comcast and Walt Disney in the same industry?
No. Comcast is in the Telecommunications sector, while Walt Disney is in Consumer Discretionary.