Comcast Corporation (CMCSA) and CBS Corporation (CBS) Financial Survey
Comcast Corporation (NASDAQ: CMCSA) and CBS Corporation (NYSE:CBS) are both large-cap consumer discretionary companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, dividends, valuation, analyst recommendations, profitability, earnings and risk.
Insider & Institutional Ownership
82.0% of Comcast Corporation shares are owned by institutional investors. Comparatively, 75.1% of CBS Corporation shares are owned by institutional investors. 1.3% of Comcast Corporation shares are owned by insiders. Comparatively, 1.7% of CBS Corporation shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
This table compares Comcast Corporation and CBS Corporation’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
This is a breakdown of current ratings for Comcast Corporation and CBS Corporation, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Comcast Corporation presently has a consensus price target of $45.83, indicating a potential upside of 24.11%. CBS Corporation has a consensus price target of $73.50, indicating a potential upside of 26.22%. Given CBS Corporation’s higher possible upside, analysts clearly believe CBS Corporation is more favorable than Comcast Corporation.
Valuation and Earnings
This table compares Comcast Corporation and CBS Corporation’s revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Comcast Corporation||$83.97 billion||2.07||$27.79 billion||$1.99||18.60|
|CBS Corporation||$13.20 billion||1.77||$3.05 billion||$0.34||171.26|
Comcast Corporation has higher revenue and earnings than CBS Corporation. Comcast Corporation is trading at a lower price-to-earnings ratio than CBS Corporation, indicating that it is currently the more affordable of the two stocks.
Comcast Corporation pays an annual dividend of $0.63 per share and has a dividend yield of 1.7%. CBS Corporation pays an annual dividend of $0.72 per share and has a dividend yield of 1.2%. Comcast Corporation pays out 31.7% of its earnings in the form of a dividend. CBS Corporation pays out 211.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. CBS Corporation has raised its dividend for 5 consecutive years. Comcast Corporation is clearly the better dividend stock, given its higher yield and lower payout ratio.
Volatility and Risk
Comcast Corporation has a beta of 1.01, indicating that its stock price is 1% more volatile than the S&P 500. Comparatively, CBS Corporation has a beta of 1.7, indicating that its stock price is 70% more volatile than the S&P 500.
Comcast Corporation beats CBS Corporation on 11 of the 17 factors compared between the two stocks.
Comcast Corporation Company Profile
Comcast Corporation is a media and technology company. The Company has two primary businesses: Comcast Cable and NBCUniversal. Its Comcast Cable business operates in the Cable Communications segment. Its NBCUniversal business operates in four business segments: Cable Networks, Broadcast Television, Filmed Entertainment and Theme Parks. Its Cable Communications segment consists of the operations of Comcast Cable, which provides video, high-speed Internet and voice services to residential customers under the XFINITY brand. Its Cable Networks segment consists of a portfolio of national cable networks. Its Broadcast Television segment operates the NBC and Telemundo broadcast networks. Its Filmed Entertainment segment primarily produces, acquires, markets and distributes filmed entertainment across the world, and it also develops, produces and licenses live stage plays. Its Theme Parks segment consists primarily of its Universal theme parks in Orlando, Florida and Hollywood, California.
CBS Corporation Company Profile
CBS Corporation is a mass media company. The Company operates through four segment: Entertainment, Cable Networks, Publishing, Local Media. The Entertainment segment comprises the CBS TV Network; CBS TV Studios; CBS Studios International and CBS TV Distribution; CBS Interactive; CBS Films; and the Company’s digital streaming services, CBS All Access and CBSN. The Cable Networks segment comprises Showtime Networks, which operates its subscription program services, Showtime, The Movie Channel, and Flix. The Publishing segment comprises Simon & Schuster, which publishes and distributes consumer books under imprints such as Simon & Schuster, Pocket Books, Scribner and Gallery Books. The Local Media segment comprises CBS TV Stations, it owns 30 broadcast TV stations; and CBS Local Digital Media. Its businesses span the media and entertainment industries, including the CBS TV Network, cable networks and content production and distribution.
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