Comcast Corporation vs Walt Disney Co — how do they compare? Comcast Corporation trades at $23.26 (market cap $82.84B), while Walt Disney Co trades at $95.8 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 2× Comcast Corporation's market cap, and Comcast Corporation pays the higher dividend (5.69%). Which is the better fit depends on your goals.
| CMCSA | DIS | |
|---|---|---|
Market Cap | $82.84B | $166.48B |
Sector | Media | Media |
52-Week High | $33.81 | $122.94 |
52-Week Low | $22.32 | $92.40 |
Enterprise Value | $167.98B | $208.16B |
Dividend Yield | 5.69% | 1.56% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
Comcast (CMCSA) trades at $23.97, up 1.7% with strong technical momentum and bullish moving averages. The company demonstrates robust fundamentals with a 16.16% net margin and attractive valuation metrics including P/E of 4.7 and P/B of 0.97. Recent quarterly earnings consistently beat expectations, while strategic moves include the NBCUniversal spin-off and Sky's acquisition of ITV's media unit for $2.14 billion.
The stock presents compelling value with significant upside to the $29.94 consensus target. However, investors face risks from Starlink competition and integration challenges from recent acquisitions. Wall Street maintains strong buy sentiment with 58% analyst support, but execution risks and sector disruption threats warrant careful monitoring.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to roughly 61 million U.S. homes and businesses, or nearly half of the country. About 56% of the homes in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC broadcast network, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is the dominant television provider in the U.K. and has invested heavily in exclusive and proprietary content to build this position. The firm is also the largest pay-television provider in Italy and has a presence in Germany and Austria.
Read more on CMCSA →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →