Contrasting Comcast Corporation (CMCSA) and TiVo Corporation (TIVO)
Comcast Corporation (NASDAQ: CMCSA) and TiVo Corporation (NASDAQ:TIVO) are both mid-cap consumer discretionary companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, earnings, dividends, institutional ownership, valuation, profitability and analyst recommendations.
Risk and Volatility
Comcast Corporation has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, TiVo Corporation has a beta of 0.14, suggesting that its stock price is 86% less volatile than the S&P 500.
This is a breakdown of current ratings and target prices for Comcast Corporation and TiVo Corporation, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Comcast Corporation currently has a consensus price target of $45.83, indicating a potential upside of 19.95%. TiVo Corporation has a consensus price target of $27.60, indicating a potential upside of 52.49%. Given TiVo Corporation’s higher probable upside, analysts plainly believe TiVo Corporation is more favorable than Comcast Corporation.
Earnings & Valuation
This table compares Comcast Corporation and TiVo Corporation’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Comcast Corporation||$83.97 billion||2.14||$27.79 billion||$1.99||19.25|
|TiVo Corporation||$819.79 million||2.66||$259.28 million||$0.30||60.33|
Comcast Corporation has higher revenue and earnings than TiVo Corporation. Comcast Corporation is trading at a lower price-to-earnings ratio than TiVo 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 1.6%. TiVo Corporation pays an annual dividend of $0.72 per share and has a dividend yield of 4.0%. Comcast Corporation pays out 31.7% of its earnings in the form of a dividend. TiVo Corporation pays out 240.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Institutional and Insider Ownership
82.0% of Comcast Corporation shares are owned by institutional investors. Comparatively, 89.0% of TiVo Corporation shares are owned by institutional investors. 1.3% of Comcast Corporation shares are owned by insiders. Comparatively, 3.6% of TiVo Corporation shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
This table compares Comcast Corporation and TiVo Corporation’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Comcast Corporation beats TiVo Corporation on 9 of the 16 factors compared between the two stocks.
About Comcast Corporation
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.
About TiVo Corporation
TiVo Corporation is engaged in offering media and entertainment products. The Company operates through two segments: Intellectual Property Licensing and Product. The Company’s Product segment includes a suite of component technologies that can be integrated into media service provider internally developed platforms or deployed as an integrated TiVo solution. The Company provides a range of intellectual property, cloud-based services and set-top box solutions that enable people to use online video, television, movies and music entertainment, including content discovery through device embedded and cloud-based interactive program guides (IPGs), digital video recorders (DVRs), natural language voice and text search, cloud-based recommendations services and its entertainment metadata (descriptive information, promotional images or other content that describes or relates to television shows, videos, movies, sports, music, books, games or other entertainment content).
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