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.
Comcast (NASDAQ:CMCSA) and Walt Disney (NYSE:DIS) are both large-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength of their community ranking, valuation, dividends, earnings, media sentiment, analyst recommendations, profitability, institutional ownership and risk.
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.
Comcast pays an annual dividend of $1.24 per share and has a dividend yield of 3.1%. Walt Disney pays an annual dividend of $0.30 per share and has a dividend yield of 0.3%. Comcast pays out 32.8% of its earnings in the form of a dividend. Walt Disney pays out 32.6% 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. Comcast has increased its dividend for 17 consecutive years. Comcast is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Comcast presently has a consensus target price of $49.33, indicating a potential upside of 24.26%. Walt Disney has a consensus target price of $126.58, indicating a potential upside of 19.61%. Given Walt Disney's higher probable upside, analysts clearly believe Comcast is more favorable than Walt Disney.
Comcast has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500. Comparatively, Walt Disney has a beta of 1.4, indicating that its share price is 40% more volatile than the S&P 500.
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.
84.3% of Comcast shares are owned by institutional investors. Comparatively, 65.7% of Walt Disney shares are owned by institutional investors. 1.2% of Comcast shares are owned by company insiders. Comparatively, 0.1% of Walt Disney shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Comcast has a net margin of 12.64% compared to Comcast's net margin of 1.90%. Walt Disney's return on equity of 20.10% beat Comcast's return on equity.
In the previous week, Walt Disney had 120 more articles in the media than Comcast. MarketBeat recorded 150 mentions for Walt Disney and 30 mentions for Comcast. Walt Disney's average media sentiment score of 0.68 beat Comcast's score of 0.40 indicating that Comcast is being referred to more favorably in the media.
Summary
Comcast beats Walt Disney on 13 of the 21 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.
This 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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