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Comcast vs Optimum Communications

Comcast is the larger business, with $123.71bn of revenue in fiscal 2025 against $8.59bn for Optimum Communications (14.4 times as much). Comcast grew faster (-0.0% against -4.1%). Comcast kept more of each dollar of sales as profit: a net margin of 16.2% against -21.8%.

Latest fiscal yearComcastCMCSA, 2025Optimum CommunicationsOPTU, 2025
Revenue $123.71bn $8.59bn
Revenue growth -0.0% -4.1%
Net income $20.00bn −$1.87bn
Operating margin 16.7% -1.3%
Net margin 16.2% -21.8%
Return on equity 21.9% —
Free cash flow $21.89bn −$119m
Cash $9.48bn $1.01bn
Total debt $98.94bn $26.21bn
Debt to equity 102.1% —
Dividend per share $1.32 —
Dividend yield 5.7% —
Share buybacks $7.16bn —
Employees 179,000 9,500
Market value $84.28bn $190m
Price vs our value range Below our value range —
Moat score 67 (Moderate) 52 (Moderate)
Insider trades, 12 months 0 buys, 3 sales 18 buys, 15 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.