Comcast (NASDAQ:CMCSA) and Naspers (OTCMKTS:NPSNY) Critical Contrast

Comcast (NASDAQ:CMCSA) and Naspers (OTCMKTS:NPSNY) are both large-cap consumer discretionary companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, risk, institutional ownership, valuation, earnings, analyst recommendations and dividends.

Dividends

Comcast pays an annual dividend of $1.32 per share and has a dividend yield of 4.2%. Naspers pays an annual dividend of $0.10 per share and has a dividend yield of 0.1%. Comcast pays out 21.8% of its earnings in the form of a dividend. Comcast has raised its dividend for 18 consecutive years. Comcast is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a summary of recent ratings and price targets for Comcast and Naspers, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Comcast	3	13	12	1	2.38
Naspers	0	0	0	1	4.00

Comcast presently has a consensus price target of $40.19, indicating a potential upside of 27.09%. Given Comcast’s higher possible upside, analysts plainly believe Comcast is more favorable than Naspers.

Risk and Volatility

Comcast has a beta of 0.93, indicating that its share price is 7% less volatile than the S&P 500. Comparatively, Naspers has a beta of 0.35, indicating that its share price is 65% less volatile than the S&P 500.

Profitability

This table compares Comcast and Naspers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Comcast	18.44%	18.86%	6.24%
Naspers	N/A	N/A	N/A

Valuation & Earnings

This table compares Comcast and Naspers”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Comcast	$123.73 billion	0.94	$16.19 billion	$6.05	5.23
Naspers	$7.18 billion	8.19	$5.24 billion	N/A	N/A

Comcast has higher revenue and earnings than Naspers.

Insider and Institutional Ownership

84.3% of Comcast shares are held by institutional investors. Comparatively, 0.1% of Naspers shares are held by institutional investors. 1.3% of Comcast shares are held by company insiders. Comparatively, 1.0% of Naspers shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Comcast beats Naspers on 12 of the 15 factors compared between the two stocks.

About Comcast

Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, wireline voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services in the United Kingdom. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks and owned local broadcast television stations; and Peacock, a direct-to-consumer streaming services. It also operates international television networks comprising the Sky Sports networks, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also offers a consolidated streaming platforms under the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and Xumo. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

About Naspers

Naspers Limited operates in the consumer internet industry in Africa, Asia, Europe, Latin America, North America. The company operates through Classifieds, Food Delivery, Payments and Fintech, Etail, Edtech, Social and Internet Platforms, Media24, and Other Ecommerce segments. It holds investments in classifieds, food delivery, payments and fintech, education, health, and ecommerce, as well as ventures, and social and internet platforms. The company also prints, publishes, and distributes newspapers, magazines, and books, as well as provides ecommerce and media logistics services. Naspers Limited was incorporated in 1915 and is headquartered in Cape Town, South Africa.