Grupo Televisa SAB (NYSE: TV) and Comcast (NASDAQ:CMCSA) 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 risk, institutional ownership, valuation, dividends, analyst recommendations, earnings and profitability.
Insider and Institutional Ownership
51.4% of Grupo Televisa SAB shares are held by institutional investors. Comparatively, 82.5% of Comcast shares are held by institutional investors. 1.3% of Comcast shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
This table compares Grupo Televisa SAB and Comcast’s revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Grupo Televisa SAB||$5.17 billion||2.13||$199.46 million||$0.41||46.90|
|Comcast||$84.53 billion||2.19||$22.71 billion||$2.10||18.95|
Comcast has higher revenue and earnings than Grupo Televisa SAB. Comcast is trading at a lower price-to-earnings ratio than Grupo Televisa SAB, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of current ratings and recommmendations for Grupo Televisa SAB and Comcast, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Grupo Televisa SAB||0||3||2||0||2.40|
Grupo Televisa SAB currently has a consensus target price of $26.00, indicating a potential upside of 35.21%. Comcast has a consensus target price of $47.74, indicating a potential upside of 19.98%. Given Grupo Televisa SAB’s higher possible upside, research analysts clearly believe Grupo Televisa SAB is more favorable than Comcast.
Volatility and Risk
Grupo Televisa SAB has a beta of 1.27, meaning that its stock price is 27% more volatile than the S&P 500. Comparatively, Comcast has a beta of 1.04, meaning that its stock price is 4% more volatile than the S&P 500.
Grupo Televisa SAB pays an annual dividend of $0.08 per share and has a dividend yield of 0.4%. Comcast pays an annual dividend of $0.63 per share and has a dividend yield of 1.6%. Grupo Televisa SAB pays out 19.5% of its earnings in the form of a dividend. Comcast pays out 30.0% 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.
This table compares Grupo Televisa SAB and Comcast’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Grupo Televisa SAB||4.85%||4.62%||1.55%|
Comcast beats Grupo Televisa SAB on 12 of the 16 factors compared between the two stocks.
Grupo Televisa SAB Company Profile
Grupo Televisa, S.A.B. is a media company in the international entertainment business. The Company operates in four business segments: Content, Sky, Telecommunications, and Other Businesses. It operates four broadcast channels in Mexico City and has affiliated stations throughout the country. It produces pay-television channels with national and international feeds, throughout Latin America, the United States, Canada, Europe and Asia Pacific. It exports its programs and formats to television networks around the world. It is also a Spanish-language magazine publisher. Its pay-television channels include three music, six movie, seven variety and entertainment channels and two sports channels. Its programs include telenovelas, newscasts, situation comedies, game shows, reality shows, children’s programs, comedy and variety programs, musical and cultural events, movies and educational programming. Its programming also includes broadcasts of special events and sports events in Mexico.
Comcast 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.
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