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 stock? We will compare the two companies based on the strength of their analyst recommendations, media sentiment, earnings, profitability, valuation, risk, institutional ownership, community ranking and dividends.
65.7% of Walt Disney shares are owned by institutional investors. Comparatively, 84.3% of Comcast shares are owned by institutional investors. 0.1% of Walt Disney shares are owned by company insiders. Comparatively, 1.2% of Comcast shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Walt Disney has a beta of 1.4, indicating that its stock price is 40% more volatile than the S&P 500. Comparatively, Comcast has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500.
Walt Disney currently has a consensus target price of $126.58, indicating a potential upside of 22.40%. Comcast has a consensus target price of $49.33, indicating a potential upside of 25.30%. Given Comcast's higher possible upside, analysts clearly believe Comcast is more favorable than Walt Disney.
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 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 3.1%. 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.
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.
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.
In the previous week, Walt Disney had 55 more articles in the media than Comcast. MarketBeat recorded 111 mentions for Walt Disney and 56 mentions for Comcast. Comcast's average media sentiment score of 0.43 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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