CMCSA
Comcast Corporation
CMCSA trails on the overall score without a compensating advantage in the available component scores.
NFLX
Netflix, Inc.
NFLX has the edge over CMCSA overall, supported by stronger modeled upside and stronger fundamentals.
CMCSA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Stable |
CMCSA's cash flow is currently healthy, and its revenue, profitability and balance sheet are stable.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
CMCSA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.3x | $24.80 | — |
| Cheap | 7.7x | $24.36 | -1.8% |
| Current | 7.8x | $24.80 | — |
| Fair | 13x | $41.21 | +66% |
| Expensive | 23x | $73.94 | +198% |
Historical ranges are pointers, not guarantees.
CMCSA's PE is in its cheap range at 7.8x. On analysts' estimates for next year's earnings, today's price would be 7.3x.
NFLX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $62.69 | — |
| Current | 18x | $62.69 | — |
| Cheap | 27x | $94.95 | +51% |
| Fair | 47x | $161 | +157% |
| Expensive | 81x | $281 | +348% |
Historical ranges are pointers, not guarantees.
NFLX has the edge over CMCSA in the historical PE scenario, which offers more potential upside but is not a forecast.
CMCSA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect CMCSA's profitability to improve, with its earnings and revenue holding steady. However, they disagree widely on these estimates.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for NFLX, with profitability improving.
CMCSA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.38 | +6.3% |
| Q3 2026 | $3.18 | -47% |
| Q2 2026 | $3.11 | -49% |
| Q1 2026 | $5.10 | +26% |
| Q4 2025 | $5.39 | +30% |
| Q3 2025 | $6.00 | +62% |
| Q2 2025 | $6.04 | +61% |
| Q1 2025 | $4.06 | +7.7% |
| Q4 2024 | $4.14 | +12% |
CMCSA's earnings per share have fallen from their peak: $3.18 over the past year, against $6.04 in mid-2025.
NFLX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.58 | +3.5% |
| Q3 2026 | $3.46 | +45% |
| Q2 2026 | $3.18 | +35% |
| Q1 2026 | $3.10 | +46% |
| Q4 2025 | $2.53 | +28% |
| Q3 2025 | $2.39 | +35% |
| Q2 2025 | $2.35 | +47% |
| Q1 2025 | $2.12 | +47% |
| Q4 2024 | $1.98 | +65% |
NFLX has the edge over CMCSA on earnings, with more consistent year-over-year improvement.
CMCSA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $29.3B | -6.1% |
| Q2 2026 | $29.9B | -1.2% |
| Q1 2026 | $31.5B | +5.3% |
| Q4 2025 | $32.3B | +1.2% |
| Q3 2025 | $31.2B | -2.7% |
| Q2 2025 | $30.3B | +2.1% |
| Q1 2025 | $29.9B | -0.6% |
| Q4 2024 | $31.9B | +2.1% |
CMCSA's revenue grew through 2021 and has held roughly level since: $29.3B last quarter, down 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +0.4 points |
| Q2 2026 | 17% | -2.5 points |
| Q1 2026 | 13% | -5.8 points |
| Q4 2025 | 11% | -4.8 points |
| Q3 2025 | 18% | -0.5 points |
| Q2 2025 | 20% | -2.6 points |
| Q1 2025 | 19% | -0.4 points |
| Q4 2024 | 16% | +1.3 points |
CMCSA's operating margin was 18% last quarter, about level with the same quarter a year ago.
NFLX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $12.9B | +12% |
| Q2 2026 | $12.6B | +13% |
| Q1 2026 | $12.2B | +16% |
| Q4 2025 | $12.1B | +18% |
| Q3 2025 | $11.5B | +17% |
| Q2 2025 | $11.1B | +16% |
| Q1 2025 | $10.5B | +13% |
| Q4 2024 | $10.2B | +16% |
NFLX has the edge over CMCSA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 35% | +6.4 points |
| Q2 2026 | 33% | -0.7 points |
| Q1 2026 | 32% | +0.5 points |
| Q4 2025 | 25% | +2.4 points |
| Q3 2025 | 28% | -1.4 points |
| Q2 2025 | 34% | +6.8 points |
| Q1 2025 | 32% | +3.7 points |
| Q4 2024 | 22% | +5.2 points |
NFLX has the edge over CMCSA on profitability, with a higher operating margin.
CMCSA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.8B | -14% |
| Q2 2026 | $5.2B | +1% |
| Q1 2026 | $4.5B | -25% |
| Q4 2025 | $5.1B | +22% |
| Q3 2025 | $5.6B | +37% |
| Q2 2025 | $5.1B | +157% |
| Q1 2025 | $6B | +16% |
| Q4 2024 | $4.2B | +60% |
CMCSA's free cash flow has been positive every quarter for seven years: $19.7B over the past year, down 6.2% from the year before.
NFLX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.9B | +8.4% |
| Q2 2026 | $1.5B | -33% |
| Q1 2026 | $5.1B | +91% |
| Q4 2025 | $1.9B | +36% |
| Q3 2025 | $2.7B | +21% |
| Q2 2025 | $2.3B | +87% |
| Q1 2025 | $2.7B | +25% |
| Q4 2024 | $1.4B | -13% |
NFLX has the edge over CMCSA on cash flow, with stronger typical year-over-year growth.
CMCSA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -8M shares |
| 1 year | -3.4% | -127M shares |
| 3 years | -14% | -579M shares |
| 5 years | -24% | -1.1B shares |
| Available history | -23% | -1B shares |
CMCSA has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q2 2026 | $1B |
| Q1 2026 | $1.5B |
| Q4 2025 | $1.5B |
| Q3 2025 | $1.6B |
| Q2 2025 | $1.8B |
| Q1 2025 | $2.2B |
| Q4 2024 | $2.2B |
CMCSA spent $4.1B buying back its own shares over the past year, down 48% from the year before.
NFLX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -66.2M shares |
| 1 year | -3.3% | -145M shares |
| 3 years | -6.8% | -305M shares |
| 5 years | -7.8% | -354M shares |
| Available history | -7.1% | -323M shares |
NFLX has 4.2B diluted shares, down 3.3% from a year ago, with $12.9B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.8B |
| Q2 2026 | $4.7B |
| Q1 2026 | $1.3B |
| Q4 2025 | $2.1B |
| Q3 2025 | $1.9B |
| Q2 2025 | $1.7B |
| Q1 2025 | $3.5B |
| Q4 2024 | $963.7M |
NFLX spent $12.9B buying back its own shares over the past year, up 61% from the year before.
CMCSA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.4x | Moderate |
| Q2 2026 | 2.4x | Moderate |
| Q1 2026 | 2.4x | Moderate |
| Q4 2025 | 2.4x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 2.4x | Moderate |
| Q1 2025 | 2.4x | Moderate |
| Q4 2024 | 2.4x | Moderate |
CMCSA's net debt is about 2.4 years of its operating earnings (EBITDA), about the same as a year ago.
NFLX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.7x | Very low |
| Q4 2024 | 0.7x | Very low |
NFLX has the edge over CMCSA on leverage, with a lower net debt burden relative to earnings.
CMCSA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 53.2 | Neutral |
CMCSA's weekly RSI is 51 (neutral) and its Stochastic is 53 (neutral).
NFLX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.2 | Neutral |
| Stochastic | 6.0 | Oversold |
NFLX's weekly RSI is 33 (neutral) and its Stochastic is 6 (oversold).
CMCSA PE vs Communication Services Sector
| Metric | CMCSA | Sector median | Relative |
|---|---|---|---|
| PE | 7.8x | 16x | 53% below |
| PE % | 17 | 26 | 9 pts below |
CMCSA has the edge over NFLX on valuation relative to its sector.
NFLX PE vs Communication Services Sector
| Metric | NFLX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 16x | 9.8% above |
| PE % | 4 | 26 | 22 pts below |
NFLX is trading at 18x earnings, in line with the Communication Services sector's median of 16x.
CMCSA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.6 | 9.5% above |
| 20 week MA | $23.9 | 3.7% above |
| 50 week MA | $26.2 | 5.2% below |
| 100 week MA | $29.9 | 17% below |
| 200 week MA | $35.6 | 30% below |
CMCSA has the edge over NFLX on trend strength, trading above more of its moving averages.
NFLX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $66.6 | 5.9% below |
| 20 week MA | $71.8 | 13% below |
| 50 week MA | $82.4 | 24% below |
| 100 week MA | $96.0 | 35% below |
| 200 week MA | $74.4 | 16% below |
NFLX is in a downtrend: it's below all five of its weekly moving averages, and 16% below its 200-week average.
CMCSA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $45.1 | $50.4 | +12% |
| 2021 | $50.4 | $50.0 | -0.7% |
| 2022 | $50.0 | $35.1 | -30% |
| 2023 | $35.1 | $43.9 | +25% |
| 2024 | $43.9 | $37.9 | -14% |
| 2025 | $37.9 | $27.8 | -27% |
| 2026 YTD | $27.8 | $24.8 | -11% |
CMCSA has the edge over NFLX on returns for 2026, with the stronger performance.
NFLX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.9 | $51.4 | +56% |
| 2021 | $51.4 | $61.4 | +19% |
| 2022 | $61.4 | $29.5 | -52% |
| 2023 | $29.5 | $48.7 | +65% |
| 2024 | $48.7 | $90.8 | +86% |
| 2025 | $90.8 | $94.5 | +4.1% |
| 2026 YTD | $94.5 | $62.7 | -34% |
NFLX is down 34% so far in 2026, after finishing higher in five of the previous six years.