Disney (DIS) vs Comcast (CMCSA): Stock Comparison
Data as of November 7, 2026. Refreshed weekly from SEC filings and market data.
Comcast is cheaper on earnings, at 7.8 times against 23.4; net margin is about the same (8.7% and 9.2%); Disney grew revenue faster over the last year (4.6% against -0.3%); Comcast pays the higher dividend yield (5.5% against 1.1%). Disney clears 4 of this site's 8 value filters and Comcast 5. Figures are as of November 7, 2026; each is on the page below with its source.
How do Disney and Comcast compare on the numbers?
| Measure | Disney (DIS) | Comcast (CMCSA) | Clearer lead |
|---|---|---|---|
| Share price | $116.75 | $24.39 | |
| Market value | $202 billion | $87.8 billion | |
| P/E ratio (trailing) | 23.4 | 7.8 | CMCSA |
| PEG ratio | 1.78 | 37.77 | DIS |
| Free-cash-flow yield | 5.2% | 19.5% | CMCSA |
| Net profit margin | 8.7% | 9.2% | About the same |
| Revenue growth, last year | 4.6% | -0.3% | DIS |
| Return on equity | 7.9% | 12.3% | CMCSA |
| Debt to equity | 0.42 | 0.94 | DIS |
| Dividend yield | 1.1% | 5.5% | CMCSA |
| Margin of safety (DCF) | -11.6% | +69.9% | CMCSA |
| Value filters passed (of 8) | 4 | 5 | CMCSA |
| Distance from 52-week high | -1.8% | -24.9% |
How have Disney and Comcast shares done against each other?
Disney 66Comcast 49
Each share price set to 100 on Nov 2021, to Nov 2026. Price only: dividends are not included.
From Nov 2021 to Nov 2026, Disney shares are down 34% and Comcast shares down 51%, so Disney has pulled ahead of Comcast by 17 points of the starting price. The deepest fall from a prior high in that window was 54% for Disney and 57% for Comcast.
| Period | Disney (DIS) | Comcast (CMCSA) |
|---|---|---|
| Last 1 year | +5.7% | -4.7% |
| Last 3 years | +39.0% | -38.7% |
| Last 5 years | -33.5% | -51.7% |
Which has grown faster, Disney or Comcast?
Over 5 years, Disney grew revenue 7.6% a year and earnings per share n/a a year; Comcast grew revenue 3.6% and earnings per share 18.8%. Its net margin averaged 5.6% at Disney and 11.7% at Comcast.
| Measure | Disney (DIS) | Comcast (CMCSA) |
|---|---|---|
| Latest fiscal year ended | Sep 2025 | Dec 2025 |
| Revenue, first year to latest | $65.4 billion to $94.4 billion | $104 billion to $124 billion |
| Revenue growth per year | 7.6% | 3.6% |
| Earnings per share, first year to latest | $-1.58 to $6.85 | $2.28 to $5.39 |
| Earnings per share growth per year | n/a | 18.8% |
| Net margin, latest year | 13.1% | 16.2% |
| Net margin, average of the years | 5.6% | 11.7% |
| Free cash flow margin, latest year | 10.7% | 17.7% |
From each company's 10-K filings (SEC EDGAR), over its latest 5 years. Fiscal years end in different months, so each is shown for its own latest 5 years.
What growth does each share price assume?
| Measure | Disney (DIS) | Comcast (CMCSA) |
|---|---|---|
| Free cash flow growth the price implies | 10.8% a year | n/a |
| Free cash flow per share | $6.12 | $4.75 |
| Margin of safety on this site's DCF | -11.6% | +69.9% |
At $116.75, Disney's price implies free cash flow growth of 10.8% a year, fading to 2.5% over 10 years. That is more growth than the 8% baseline.
Comcast's price is below what this site's DCF gives even at -15% a year of free cash flow growth, so the price assumes less than any growth rate tested.
The same model and baseline as every stock page. A price that asks for less growth is not a better company, only a lower bar to clear.
Where is each stronger?
Where Disney leads
- Lower PEG: 1.78 against 37.77
- Faster revenue growth last year: 4.6% against -0.3%
- Less debt for its equity: 0.42 against 0.94
- Faster revenue growth over its filed record: 7.6% against 3.6%
Where Comcast leads
- Lower P/E: 7.8 against 23.4
- Higher free-cash-flow yield: 19.5% against 5.2%
- Higher return on equity: 12.3% against 7.9%
- Higher dividend yield: 5.5% against 1.1%
- Higher margin of safety on this site's DCF: +69.9% against -11.6%
- More of the 8 value filters: 5 against 4
- A higher net margin in its latest filed year: 16.2% against 13.1%
- A higher average net margin: 11.7% against 5.6%
- A higher free-cash-flow margin in its latest filed year: 17.7% against 10.7%
About the same on: net profit margin. A lead needs a clear gap (10% apart on a ratio, 1 point on a percentage), so a rounding difference never names a winner. A lead on one measure is not a verdict on the company.
How do the businesses differ?
Disney. Disney runs theme parks and cruise ships, film and TV studios, and streaming services. It owns some of the best-known entertainment franchises, which feed its parks, merchandise and streaming.
Comcast. Comcast provides broadband internet and cable TV in the US under the Xfinity brand, owns the NBCUniversal studios, networks, Peacock streaming service and theme parks, and operates the European pay-TV company Sky.
Disney is in Media and Comcast in Telecommunication.
What stands out about Disney
- Misses 2 of the 8 value filters. It fails PEG Ratio < 1.5 (1.78) and EPS Growth YoY > -5% (-48.1%); the other 4 pass and 2 were not evaluated.
- The margin of safety is falling. It went from +1% on Oct 7 to -12% on Nov 7 across 8 weekly readings.
- Close to its 52-week high. At $116.75, DIS is within 1.8% of its high of $118.95, 26.3% above its low of $92.42.
What stands out about Comcast
- Misses 1 of the 8 value filters. It fails PEG Ratio < 1.5 (37.77); the other 5 pass and 2 were not evaluated.
- The margin of safety is falling. It went from +75% on Oct 7 to +70% on Nov 7 across 8 weekly readings.
- Strongest against peers: free-cash-flow yield. At 19.5% (peer median 3.5%) it ranks 1st of 9 among telecom & communications stocks this site tracks.
Frequently asked questions about Disney and Comcast
Which is cheaper, Disney or Comcast?
On trailing earnings, Comcast is cheaper: Disney trades at 23.4 times and Comcast at 7.8 times. On free cash flow, the yields are 5.2% and 19.5%. Cheaper is not the same as better value: read the growth each price assumes below.
Which pays the higher dividend, Disney or Comcast?
Comcast pays the higher yield: Disney 1.1% and Comcast 5.5% over the last year.
Which has grown faster, Disney or Comcast?
Over their latest filed five years, Disney grew revenue 7.6% a year and Comcast 3.6%; earnings per share grew n/a and 18.8% a year.
Which has more debt, Disney or Comcast?
Comcast has more debt for its equity: debt to equity is 0.42 for Disney and 0.94 for Comcast. A very high figure can also come from buybacks that shrank equity.
Which is more profitable, Disney or Comcast?
Their net margins are about the same: 8.7% for Disney and 9.2% for Comcast, with a return on equity of 7.9% and 12.3%.
Which passes more of the 8 value filters?
Comcast clears more: Disney 4 of 8 and Comcast 5 of 8. The filters are this site's own value rules, not a prediction.
Where do these numbers come from?
Prices, ratios and yield are from this site's weekly data as of November 7, 2026; growth and margins by year are from each company's 10-K filings (sources on Disney and Comcast). The DCF is the same model on every stock page. See Editorial Standards. Educational, not investment advice.