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Comcast's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Comcast (CMCSA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q3 2026
Competitors
77
Named by the company
Peer Group Market Share
20.29 %
vs 22.44 % a year ago
Revenue Growth Y/Y
-6.09 %
Peers: 6.74 %
Net Margin
11.77 %
Peers: 13.22 %

Key Findings: Comcast vs Its Competitors

  • TTM: Trailing 12-month revenue of 123,004M vs 454,924M combined for its competitors (21.3% combined share).
  • Trending: Latest-quarter revenue run-rate is decelerating (-4.7% annualized vs trailing 12 months), vs holding steady (+1.2%) for its tracked peer group.
  • Growth: Comcast generated -6.1% revenue growth year over year in Q3 2026, vs 6.7% for its competitors combined.
  • Profitability: Its 11.8% net margin compares with 13.2% for the peer group.
  • Scale: Comcast ranks #4 of 43 companies by market capitalization in the Broadcasting Media & Cable TV industry, holding 10.1% of industry market cap.
  • Peer revenue share: Comcast accounted for 20.3% of combined revenue among its tracked peer group, down from 22.4% a year earlier.
  • Peer differentiation: Revenue per employee of $0.69M compares with $0.66M for the peer group (1.0x).
  • Structure: Comcast operates in the following segments: Residential Connectivity and Platforms, Media, Studios, Business Services Connectivity, Theme Parks, Corporate and Unallocated; and reports the following subsidiaries: NBCUniversal Media, LLC.

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

CMCSA Sales vs. its Competitors, Q3 2026

Comcast reported revenue contraction of 6.09 % year on year in Q3 2026, below its competitors' combined revenue growth of 6.74 %.

With a net margin of 11.77 %, Comcast reported lower profitability than its competitors (13.22 %).

Comcast generated 20.29 % of the combined sales of its peer group, down from 22.44 % a year earlier.

API endpoints for this dataset

https://api.csimarket.com/api/v1/companies/CMCSA/competitors
https://api.csimarket.com/api/v1/companies/CMCSA/relationships
https://api.csimarket.com/api/v1/companies/CMCSA/similar
Programmatic access for models, analytics, and integration workflows.
Explore the Financial Data API

Comcast vs. its Competitors, Q3 2026

Revenue growth, year on year

Comcast -6.1 %
Competitors combined +6.7 %

Net income growth, year on year

Comcast +6.1 %
Competitors combined -25.5 %

Net margin

Comcast +11.8 %
Competitors combined +13.2 %

Revenue run-rate vs trailing 12 months

Comcast -4.7 %
Competitors combined +1.2 %

TTM net margin

Comcast +8.9 %
Competitors combined +12.4 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Comcast reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Comcast and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Comcast corporation $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (15) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (4) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (4) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Comcast's competitor groups requires a Commercial License.

For context: the Broadcasting Media & Cable TV industry grew revenue 4.9% year over year, combined, vs -6.1% for Comcast. Comcast's share of combined industry revenue moved from 17.75% to 15.89%, a loss of 1.87 percentage points.

Comcast's Competitor Quality Breadth

Group definitions: see Methodology: Performance Group Definitions.

Entity Profitable Expanding Above Industry Growth Distressed
Comcast corporation Yes No Yes No
Competitors combined (59) 61% 55% 66% 14%
High-Confidence Competitors (37) 65% 66% 74% 19%
Similar-Size Competitors (8) 100% 88% 88% 0%
Similar Growth & Profitability (8) 87.50 % (7 of 8) 75.00 % (6 of 8) 100.00 % (8 of 8) 12.50 % (1 of 8)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q3 2026

20.3%market share
  • Comcast20.3%
  • Competitors combined79.7%

Share of combined quarterly revenue of Comcast and its 77 competitors.

See Comcast's full market share breakdown »

CMCSA Stock Performance relative to its Competitors

CMCSA Competitors (weighted) Percent change over the selected range

Comcast's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
29.6%beat U.S.A. 500
Competitors Combined
(16 of 54)
43.3%beat U.S.A. 500
High-Confidence
(13 of 30)
12.5%beat U.S.A. 500
Similar-Size
(1 of 8)
40%beat U.S.A. 500
Similar Growth & Profitability
(2 of 5)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Comcast corporation -5.40 % Underperformed
Competitors combined (54) 40.4% 63.2%
High-Confidence Competitors (30) 40.4% 63.2%
Similar-Size Competitors (8) 40.4% 63.2%
Similar Growth & Profitability (5) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Comcast's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

CMCSA Stock Performance relative to High-Confidence Competitors

CMCSA High-Confidence Competitors (equal-weighted, 40) Percent change over the selected range

CMCSA Stock Performance relative to Similar-Size Competitors

CMCSA Similar-Size Competitors (equal-weighted, 8) Percent change over the selected range

CMCSA Stock Performance relative to Similar Growth & Profitability Competitors

CMCSA Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Ringcentral Inc 282.9% Outperformed
2 Lionsgate Studios Corp 282.9% Outperformed
3 Atn International inc 282.9% Outperformed
4 Sphere Entertainment Co 282.9% Outperformed
5 Magnite Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Comcast's best-performing competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Comcast's Comment on Competition and Industry Peers

The company operates across multiple segments, including Residential Connectivity & Platforms Broadband, Wireless, Video, and Advertising. In the broadband segment, competitors include wireline telecommunications companies such as AT&T, Lumen, and Verizon in the United States, and BT and Virgin Media O2 in the United Kingdom, as well as wireless telecommunications companies, municipal broadband networks, power companies, and satellite broadband providers. Wireless competition consists of national and regional wireless service providers in the U.S. and the U.K., including AT&T, T-Mobile, and Verizon, offering services such as 5G fixed wireless and 4G/5G wireless broadband. In video services, competitors include direct-to-consumer streaming providers like Disney+ and Netflix, virtual multichannel video providers such as Hulu + Live TV and YouTube TV, free ad-supported television services, streaming device companies, direct broadcast satellite providers, broadcast television stations, and other free-to-air networks. The advertising segment faces competition from digital properties including ad-supported direct-to-consumer streaming services, social networking platforms, user-generated content providers, television networks, and stations.

Publicly Traded Peers of Comcast corporation

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Comcast corporation 86,877.18 123,004.00 10,965.00 179,000
Netflix Inc 266,013.00 49,734.63 14,766.65 16,000
Walt Disney Co 203,495.25 98,861.00 9,236.00 231,000
Verizon Communications Inc 190,116.09 139,387.00 16,741.00 89,900
T mobile Us Inc 173,614.85 92,982.00 10,776.00 75,000
Sony Group Corporation 164,026.73 85,067.32 7,615.03 94,900
SUBTOTAL 1,711,171.64 1,082,231.53 74,688.45 1,629,590
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Comcast corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Comcast's Competitors Named by the Company

Competitive relationships identified from Comcast reports and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Fubotv Inc Company report 85% 2022 to 2026 3
T-Mobile Company report 85% 2022 to 2026 3
Boston Omaha Corp Company report 85% 2022 to 2026 3
Arlo Technologies Inc Company report 85% 2022 to 2026 3
Wytec International Inc Company report 85% 2022 to 2026 3
Telephone And Data Systems Inc Company report 85% 2022 to 2026 3
Tegna Inc Company report 85% 2022 to 2026 3
Adt Inc Company report 85% 2022 to 2026 3
Verizon Company report 85% 2022 to 2026 3
Madison Technologies Inc Company report 85% 2022 to 2026 3
Dolphin Entertainment Inc Company report 85% 2022 to 2026 3
Csg Systems International Inc Company report 85% 2022 to 2026 3
Ooma Inc Company report 85% 2022 to 2026 3
T-Mobile Company report 85% 2022 to 2026 3
Atn International inc Company report 85% 2022 to 2026 3
Lumen Company report 85% 2022 to 2026 3
YouTube TV Company report 85% 2022 to 2026 3
Magnite Inc Company report 85% 2022 to 2026 3
Disney+ Company report 85% 2022 to 2026 3
Webtoon Entertainment Inc Company report 85% 2022 to 2026 3
Old Market Capital Corp Company report 85% 2022 to 2026 3
Netflix Company report 85% 2022 to 2026 3
Gatx Corporation Company report 85% 2022 to 2026 3
Virgin Media O2 Company report 85% 2022 to 2026 3
Tucows Inc Company report 85% 2022 to 2026 3
AT&T Company report 85% 2022 to 2026 3
Frontier Company report 85% 2022 to 2026 3
Wideopenwest Inc Company report 85% 2022 to 2026 3
Verizon Communications Inc Company report 85% 2022 to 2026 3
Grom Social Enterprises Inc Company report 85% 2022 to 2026 3
TRMR Company report 85% 2022 to 2026 3
Nexxen International Ltd Company report 85% 2022 to 2026 3
Direct Digital Holdings Inc Company report 85% 2022 to 2026 3
Innovid Corp Company report 85% 2022 to 2026 3
QVCD Company report 85% 2022 to 2026 3
Kaltura Inc Company report 85% 2022 to 2026 3
Shenandoah Telecommunications Company Company report 85% 2022 to 2026 3
Qvc inc Company report 85% 2022 to 2026 3
Nexstar Media Group Inc Company report 85% 2022 to 2026 3
Alarm com Holdings Inc Company report 85% 2022 to 2026 3
Adeia Inc Company report 85% 2022 to 2026 3
Ringcentral Inc Company report 85% 2022 to 2026 3
USM Company report 85% 2022 to 2026 3
Roblox Corporation Company report 85% 2022 to 2026 3
Viant Technology Inc Company report 85% 2022 to 2026 3
Consolidated Communications Holdings inc Company report 85% 2022 to 2026 3
Array Digital Infrastructure Inc Company report 85% 2022 to 2026 3
Nuvera Communications Inc Company report 85% 2022 to 2026 3
Curiositystream Inc Company report 85% 2022 to 2026 3
Paramount Global Company report 85% 2022 to 2026 3
News Corporation Company report 85% 2022 to 2026 3
Level 3 Parent Llc Company report 85% 2022 to 2026 3
Dish Network Corp Company report 85% 2022 to 2026 3
Starz Entertainment Corp Company report 85% 2022 to 2026 3
Frontier Communications Parent Inc Company report 85% 2022 to 2026 3
Warner Bros Discovery Inc Company report 85% 2022 to 2026 3
Sony Group Corporation Company report 85% 2022 to 2026 3
Fox Corporation Company report 85% 2022 to 2026 3
Liberty Global Ltd Company report 85% 2022 to 2026 3
Roku Inc Company report 85% 2022 to 2026 3
Walt Disney Co Company report 85% 2022 to 2026 3
Six Flags Entertainment Corporation Company report 85% 2022 to 2026 3
Vimeo Inc Company report 85% 2022 to 2026 3
Optimum Communications Inc Company report 85% 2022 to 2026 3
Liberty Latin America Ltd Company report 85% 2022 to 2026 3
Charter Communications Inc Company report 85% 2022 to 2026 3
Vizio Holding Corp Company report 85% 2022 to 2026 3
Cinemark Holdings Inc Company report 85% 2022 to 2026 3
Six Flags Entertainment Corporation Company report 85% 2022 to 2026 3
Liberty Broadband Corporation Company report 85% 2022 to 2026 3
Amc Entertainment Holdings Inc Company report 85% 2022 to 2026 3
United Parks and Resorts Inc Company report 85% 2022 to 2026 3
Qwest Corporation Company report 85% 2022 to 2026 3
Telus Corp Company report 85% 2022 to 2026 3
Amc Global Media Inc Company report 85% 2022 to 2026 3
Cable One Inc Company report 85% 2022 to 2026 3
Bce Inc Company report 85% 2022 to 2026 3
Competitor Evidence Detail

Company report basis, confidence, active dates and source counts for Comcast's named competitors require a Commercial License.

Methodology: see Methodology: Peer & Competitor Identification, Sourcing.

Comcast's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Comcast corporation Residential Connectivity and Platforms 58.09 % Media 18.29 % Studios 10.13 %
Netflix Inc Reportable 100.00 % - -
Verizon Communications Inc Verizon Consumer Group 77.03 % Verizon Business Group 20.47 % -
T mobile Us Inc Wireless 100.00 % - -
At and t Inc Advanced Connectivity 91.21 % Legacy 4.70 % Latin America 3.84 %
Warner Bros Discovery Inc Global Linear Networks 49.22 % Studios 35.14 % Streaming 32.46 %

Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Comcast's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Comcast corporation 86,877 687,173 61,257
Netflix Inc 266,013 3,108,415 922,916
Walt Disney Co 203,495 427,970 39,983
Verizon Communications Inc 190,116 1,550,467 186,218
T mobile Us Inc 173,615 1,239,760 143,680
Sony Group Corporation 164,027 896,389 80,243
PEERS TOTAL 1,624,294 661,267 43,929
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Comcast's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
News Corporation United States and Canada 48.38 % Australasia and Other 31.35 % Europe 20.27 %
Cinemark Holdings Inc US 80.12 % Other International Countries 13.80 % BR 6.48 %
Lionsgate Studios Corp UNITED STATES 64.70 % Non-US 32.64 % CANADA 2.66 %
Magnite Inc United States 74.29 % Non-US 25.71 % -
Fubotv Inc United States 98.99 % Non-US 1.01 % -

Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Comcast's Position in Industry Market Structure

Market-capitalization share and concentration across all 40 companies in Comcast's industry classification, broader than the peer set above. Market cap in millions of $.

Comcast ranks #4 of 40 companies by market capitalization in its industry, holding 10.06 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,834, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).

Rank Company Market Cap Industry Share
1 Netflix Inc 270,209 31.22 %
2 Liberty Media Corporation 191,919 22.17 %
3 Spotify Technology S a 125,944 14.55 %
4 Comcast corporation 87,072 10.06 %
5 Everpure Inc 1,234 5.2%
6 Tencent Music Entertainment Group 1,234 5.2%
7 Fox Corporation 1,234 5.2%
8 Roku Inc 1,234 5.2%
9 Charter Communications Inc 1,234 5.2%
10 Rogers Communications Inc 1,234 5.2%
Full Industry Market Structure

Market cap and industry share for the rest of Comcast's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.

Comcast's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
1 Netflix Inc 270,209 -41.91 % -18.44 % 0.80 -1.42
2 Liberty Media Corporation 191,919 6.29 % 3.38 % 0.52 0.32
3 Spotify Technology S a 125,944 -2.89 % 20.84 % 0.84 0.09
4 Comcast corporation 87,072 -5.37 % -7.52 % 0.45 -0.09
5 Everpure Inc 1,234 12.3% 4.5% 1.10 0.80
6 Tencent Music Entertainment Group 1,234 12.3% 4.5% 1.10 0.80
7 Fox Corporation 1,234 12.3% 4.5% 1.10 0.80
8 Roku Inc 1,234 12.3% 4.5% 1.10 0.80
9 Charter Communications Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Comcast's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Comcast's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Broadcasting Media & Cable TV industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (78 companies). See the full Broadcasting Media & Cable TV industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 0.00 % 29.09 % (avg) -29.1 pp
Operating Margin 14.72 % industry median +14.3 pp
EBITDA Margin 30.60 % 11.69 % (avg) +18.9 pp
Capital Intensity (Capex / Revenue) 11.90 % 7.06 % (avg) +4.8 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Comcast's Valuation vs Competitive Position

Valuation multiples vs the Broadcasting Media & Cable TV industry average (78 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Broadcasting Media & Cable TV industry valuation benchmarks.
Metric Company Industry Average Difference
P/E 7.7x 22.1x -14.4x
EV / EBITDA 5.7x 14.6x -8.8x
P/B 0.9x 3.5x -2.6x
Return on Equity 11.93 % industry aggregate -8.04 %
Return on Invested Capital 5.72 % 4.56 % (avg) 1.16 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Comcast's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.
Metric 20182019202020212022202320242025
Revenue Growth 11.81 %15.27 %-4.94 %12.38 %4.33 %0.12 %1.78 %-0.02 %
Operating Margin 20.11 %19.39 %16.89 %17.89 %11.56 %19.18 %18.83 %16.71 %
Return on Invested Capital 5.44 %5.20 %5.35 %6.03 %4.75 %8.90 %8.76 %7.30 %
P/E 11.1x12.3x21.8x16.7x29.8x9.9x8.8x4.9x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Comcast's Strategic Group Map

Comcast is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.

Revenue Growth (TTM, %)Operating Margin (%)VZVIABSIRITTWCNUVRComcastLILATU

Comcast's trailing-12-month revenue growth of -0.3% and operating margin of 14.7% compares with an average of 1.4% growth and 17.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Comcast sits below that peer average on growth and below it on margin.

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Comcast's BCG Growth-Share Matrix

See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Comcast

Comcast falls in the Dog quadrant: relative market share of 0.32x vs its largest competitor, in an industry growing revenue -1.5% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.

Comcast's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 1,834 (see Industry Market Structure & Concentration above)
Barriers to Entry High (capital intensive) Capital intensity (capex / revenue) of 11.90 % vs industry average 7.06 % (see Profitability & Cost Structure above)

Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Comcast's dedicated Suppliers and Customers pages, not here.

Comcast's Industry Attractiveness & Competitive Strength

See Methodology: GE/McKinsey Matrix for how the two axes are built.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Comcast
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Comcast falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Comcast's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 14.3 points above the industry median.

Weaknesses

  • Return on equity 8.0 points below the industry aggregate.
  • Latest-quarter revenue run-rate is decelerating (-4.7% annualized vs trailing 12 months).
  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.32x).

Opportunities

  • Trades at a lower P/E than the industry average (7.7x vs 22.1x) despite a higher return on invested capital -- a possible re-rating opportunity.

Threats

  • Losing revenue share to the broader industry (-1.9 points over the past year).
  • High capital intensity requires continuous reinvestment just to keep pace with the industry.

Methodology: see Methodology: SWOT Analysis.

Comcast's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Comcast corporation 0.26 0.84 1.49 0.47
Netflix Inc 0.81 1.20 0.50 0.85
Walt Disney Co 0.16 0.70 0.38 0.49
Verizon Communications Inc 0.13 0.69 1.57 0.34
T mobile Us Inc 0.19 0.97 1.13 0.43
Sony Group Corporation 0.28 0.70 0.28 0.36
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Comcast's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Comcast corporationQ3 2026-6.1 %-2.1 %+6.1 %+0.8 %
Netflix Inc Q3 2026+11.8 %+2.5 %+43.9 %+7.7 %
Walt Disney CoQ2 2026+6.8 %+0.3 %-52.1 %+15.4 %
Verizon Communications Inc Q3 2026+1.5 %+0.2 %+2.8 %+31.6 %
T mobile Us Inc Q3 2026+11.6 %+2.1 %+7.2 %+38.0 %
Sony Group CorporationQ1 2025-5.7 %-5.7 %+12.1 %+12.1 %
PEERS TOTAL+0.9 %-0.6 %-37.0 %-19.1 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Comcast's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Comcast corporationQ3 2026---1.5 %+5.8 %
Netflix Inc Q3 2026-1.4 %+0.7 %+69.2 %+27.5 %
Walt Disney CoQ2 2026--+0.8 %-
Verizon Communications Inc Q3 2026+281.5 %-+57.3 %+36.7 %
T mobile Us Inc Q3 2026+411.4 %+269.1 %+78.5 %+118.2 %
Sony Group CorporationQ1 2025-0.4 %-0.4 %--
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Comcast's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Comcast corporation4.19%4.88%11.93%8.87-
Netflix Inc 25.27%31.72%50.41%-16.25
Walt Disney Co4.59%5.45%8.01%7.1413.96
Verizon Communications Inc 4.06%4.74%15.84%5.2321.24
T mobile Us Inc 4.99%7.11%18.59%18.759.36
Sony Group Corporation3.23%4.64%13.41%-6.39
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Comcast's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Comcast corporation7.690.71--0.94
Netflix Inc 18.335.350.36-9.08
Walt Disney Co24.072.06--1.74
Verizon Communications Inc 11.721.36--1.77
T mobile Us Inc 16.601.87--3.08
Sony Group Corporation0.141.930.0066.672.89
PEERS AVERAGE22.911.58-2.02
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.

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