CMCSA vs ROKU
Comcast Corp. and Roku, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CMCSA | ROKU |
|---|---|---|
| Revenue | $123.7B | $4.7B |
| Net income | $20.0B | $88.4M |
| Gross margin | · | 43.8% |
| Net margin | 15.9% | 1.9% |
| Return on equity | 21.9% | 3.4% |
| Diluted EPS | $5.39 | $0.59 |
| Dividend / share | $1.32 | · |
| Payout ratio | 24.5% | · |
| Free cash flow | $21.9B | $478.4M |
| Equity | $96.9B | $2.7B |
| Net debt / equity | 0.92× | · |
| Current ratio | 0.88× | 2.75× |
| Revenue CAGR 5y | 3.6% | 21.6% |
| Profit CAGR 5y | 13.7% | · |
CMCSA bills 26.1× the revenue of ROKU, and keeps more of each dollar of revenue as profit (15.9% against 1.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | CMCSA | ROKU |
|---|---|---|
| FY2025 | $123.7B | $4.7B |
| FY2024 | $123.7B | $4.1B |
| FY2023 | $121.6B | $3.5B |
| FY2022 | $121.4B | $3.1B |
| FY2021 | $116.4B | $2.8B |
| FY2020 | $103.6B | $1.8B |
| FY2019 | $108.9B | $1.1B |
| FY2018 | $94.5B | $742.5M |
| FY2017 | $85.0B | $512.8M |
| FY2016 | $80.7B | $398.6M |
Bottom line
| Fiscal year | CMCSA | ROKU |
|---|---|---|
| FY2025 | $20.0B | $88.4M |
| FY2024 | $16.2B | $-129.4M |
| FY2023 | $15.4B | $-709.6M |
| FY2022 | $5.4B | $-498.0M |
| FY2021 | $14.2B | $242.4M |
| FY2020 | $10.5B | $-17.5M |
| FY2019 | $13.1B | $-59.9M |
| FY2018 | $11.7B | $-8.9M |
| FY2017 | $22.7B | $-63.5M |
| FY2016 | $8.7B | $-42.8M |
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$118,969,749,000 | CMCSA |
| FY2024 | +$119,618,102,000 | CMCSA |
| FY2023 | +$118,087,381,000 | CMCSA |
| FY2022 | +$118,300,466,000 | CMCSA |
| FY2021 | +$113,620,416,000 | CMCSA |
| FY2020 | +$101,785,612,000 | CMCSA |
| FY2019 | +$107,813,079,000 | CMCSA |
| FY2018 | +$93,764,494,000 | CMCSA |
| FY2017 | +$84,516,237,000 | CMCSA |
| FY2016 | +$80,337,351,000 | CMCSA |
| FY2015 | +$74,190,143,000 | CMCSA |
CMCSA has reported the higher revenue in every one of these 11 fiscal years. The gap has widened since the earliest year compared.
11 of 19 comparable fiscal years — a year missing data on either side is not counted.
8 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +14.0 pp | CMCSA |
| FY2024 | +16.0 pp | CMCSA |
| FY2023 | +32.8 pp | CMCSA |
| FY2022 | +20.0 pp | CMCSA |
| FY2021 | +3.1 pp | CMCSA |
| FY2020 | +11.3 pp | CMCSA |
| FY2019 | +17.5 pp | CMCSA |
| FY2015 | +24.0 pp | CMCSA |
CMCSA has kept the higher net margin in every one of these 8 fiscal years.
8 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ROKU's net margin has been more volatile than CMCSA's over the 8 comparable fiscal years — 9.1 percentage points of standard deviation against 3.1.
8 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
CMCSA led in net margin in every one of the 8 comparable fiscal years — a structural lead, not a recent swing.
8 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ROKU's return on equity has been more volatile than CMCSA's over the 8 comparable fiscal years — 11.9 percentage points of standard deviation against 4.6.
8 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
CMCSA led in return on equity in every one of the 8 comparable fiscal years — a structural lead, not a recent swing.
8 of 19 comparable fiscal years — a year missing data on either side is not counted.