DIS vs. CMCSA, NKE, NFLX, SONY, MAR, HLT, DKNG, MTN, MSGS, and IGT
Should you be buying Walt Disney stock or one of its competitors? The main competitors of Walt Disney include Comcast (CMCSA), NIKE (NKE), Netflix (NFLX), Sony Group (SONY), Marriott International (MAR), Hilton Worldwide (HLT), DraftKings (DKNG), Vail Resorts (MTN), Madison Square Garden Sports (MSGS), and International Game Technology (IGT). These companies are all part of the "consumer discretionary" sector.
Walt Disney (NYSE:DIS) and Comcast (NASDAQ:CMCSA) are both large-cap consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, media sentiment, risk, valuation, institutional ownership, analyst recommendations, earnings and community ranking.
Comcast has a net margin of 12.64% compared to Walt Disney's net margin of 1.90%. Comcast's return on equity of 20.10% beat Walt Disney's return on equity.
Walt Disney received 690 more outperform votes than Comcast when rated by MarketBeat users. However, 78.55% of users gave Comcast an outperform vote while only 71.19% of users gave Walt Disney an outperform vote.
Walt Disney has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500. Comparatively, Comcast has a beta of 0.99, suggesting that its stock price is 1% less volatile than the S&P 500.
65.7% of Walt Disney shares are held by institutional investors. Comparatively, 84.3% of Comcast shares are held by institutional investors. 0.1% of Walt Disney shares are held by company insiders. Comparatively, 1.2% of Comcast shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Walt Disney currently has a consensus price target of $126.58, suggesting a potential upside of 22.54%. Comcast has a consensus price target of $49.33, suggesting a potential upside of 25.62%. Given Comcast's higher probable upside, analysts plainly believe Comcast is more favorable than Walt Disney.
Comcast has higher revenue and earnings than Walt Disney. Comcast is trading at a lower price-to-earnings ratio than Walt Disney, indicating that it is currently the more affordable of the two stocks.
Walt Disney pays an annual dividend of $0.30 per share and has a dividend yield of 0.3%. Comcast pays an annual dividend of $1.24 per share and has a dividend yield of 3.2%. Walt Disney pays out 32.6% of its earnings in the form of a dividend. Comcast pays out 32.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
In the previous week, Walt Disney had 48 more articles in the media than Comcast. MarketBeat recorded 103 mentions for Walt Disney and 55 mentions for Comcast. Comcast's average media sentiment score of 0.38 beat Walt Disney's score of 0.37 indicating that Comcast is being referred to more favorably in the news media.
Summary
Comcast beats Walt Disney on 12 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding DIS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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