Comcast vs Disney: Which Media Stock Reigns Supreme?
Comcast and Walt Disney are two media giants vying for investors' attention in 2026. While both companies face challenges, they cater to different needs: Comcast provides infrastructure stability through its connectivity services, while Disney offers creative brand power.
Comcast serves over 50 million customers worldwide with broadband, mobile, and video services under the Xfinity and NOW brands. Its revenue reached nearly $123.7 billion in FY 2025, which was roughly flat compared to the previous year. Despite this, Comcast reported a net income of approximately $20.0 billion, up from $16.2 billion in FY 2024.
The company's debt-to-equity ratio is around 1.1x, indicating moderate leverage. Its free cash flow was nearly $21.9 billion, and the current ratio is approximately 0.9x.
On the other hand, Disney relies on its library of intellectual property to fuel streaming services and global resorts. In FY 2025, revenue reached close to $94.4 billion, representing growth of around 3.4% over the previous year. Net income for the period was roughly $12.4 billion, a significant jump from $5.0 billion in FY 2024.
Disney's debt-to-equity ratio is approximately 0.4x, indicating a relatively conservative use of debt. Its free cash flow was around $10.1 billion, and the current ratio is nearly 0.7x.