Comcast vs Walt Disney (CMCSA vs DIS)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Comcast is the larger company by revenue ($123.7B vs $94.4B). Walt Disney carries the larger market value ($166.0B vs $84.2B). Walt Disney has grown revenue faster over the last 4 fiscal years (+40.1% cumulative vs +6.3%). Walt Disney runs the higher operating margin (18.6% vs 16.7%). Comcast trades at the lower trailing P/E (4.6x vs 15.3x).
About Comcast
Comcast is a global media and technology company that provides broadband, wireless, video, and voice services primarily under the Xfinity, Comcast Business, Sky, and NOW brands. It serves residential and business customers in the United States, United Kingdom, and Italy with internet, video, and voice services, and also produces and distributes entertainment, sports, and news content through brands like NBC, Telemundo, Universal, Peacock, and Sky. Additionally, Comcast owns and operates Universal theme parks in the United States and Asia.
About Walt Disney
The Walt Disney Company is a global entertainment company operating in three main segments: Entertainment, Sports, and Experiences. Its Entertainment segment includes film and episodic content production and distribution, linear television networks such as ABC, Disney Channel, FX, and National Geographic, as well as direct-to-consumer streaming services like Disney+ and Hulu. The company serves a wide audience through its domestic and international TV channels, streaming platforms, theatrical distribution, and live entertainment events.
Head to head (CMCSA FY2025 vs DIS FY2025)
| Metric | CMCSAFY2025 | DISFY2025 |
|---|---|---|
| Revenue | $123.71B | $94.42B |
| Revenue growth (YoY) | -0.0% | 3.4% |
| Gross margin | — | — |
| Operating margin | 16.7% | 18.6% |
| Net margin | 16.2% | 13.1% |
| Net income | $20.00B | $12.40B |
| Diluted EPS | $5.39 | $6.85 |
| FCF margin | 17.7% | 10.7% |
| ROE | 20.6% | 10.8% |
| Debt / equity | 1.0× | 0.3× |
| Market cap | $84.20B | $166.05B |
| P/E (TTM) | 4.6× | 15.3× |
Fundamentals are from each company’s SEC filings (CMCSA FY2025, DIS FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| CMCSA | $116.39B | $121.43B | $121.57B | $123.73B | $123.71B |
| DIS | $67.42B | $82.72B | $88.90B | $91.36B | $94.42B |
Peer standing
Where each company ranks among the 215 Communication Services companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | CMCSA | DIS |
|---|---|---|
| Operating margin | 16.7%84th percentile of 186 | 18.6%87th percentile of 186 |
| Net margin | 16.2%92nd percentile of 192 | 13.1%86th percentile of 192 |
| FCF margin | 17.7%81st percentile of 165 | 10.7%70th percentile of 165 |
| Revenue growth (YoY) | -0.0%38th percentile of 208 | +3.4%53rd percentile of 208 |
| ROE | 20.6%86th percentile of 163 | 10.8%72nd percentile of 163 |
| P/E (TTM) | 4.6×3rd percentile of 95 | 15.3×30th percentile of 95 |
| Debt / equity | 0.96×59th percentile of 101 | 0.31×34th percentile of 101 |
| Short interest (days to cover) | 1.67d32nd percentile of 215 | 1.72d34th percentile of 215 |
Short interest
| FINRA settlement data | CMCSA | DIS |
|---|---|---|
| Shares sold short | 88.0M | 23.8M |
| Change vs prior settlement | -1.2% | -1.5% |
| Days to cover | 1.67 | 1.72 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Held by the same investors
11 tracked 13F managers hold both Comcast and Walt Disney as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Dodge & Cox, First Eagle Investment Management, Gotham Asset Management, Markel Group, Millennium Management, Soros Fund Management, Yacktman Asset Management. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.