"Comcast trades at a trailing P/E of 5 and a forward P/E of 8, with a price-to-sales ratio of 0.72 and an EV/EBITDA of 3.96. Netflix carries a trailing P/E of 28, a price-to-sales of 7.86, and an EV/EBITDA of 10.87. Comcast also trades near book at a 1.03 price-to-book, versus Netflix at 11.84. For a value-leaning retiree, the margin of safety is concrete on the Comcast side and theoretical on the Netflix side."
"Comcast pays a quarterly dividend of $0.33 per share, producing a dividend yield of roughly 5.0% on an annual payout of $1.32. The buyback engine is running alongside it: $6.8 billion in repurchases for full-year 2025 reduced shares outstanding by 5%, and Q1 2026 added another 42 million shares repurchased for $1.3 billion plus $1.2 billion in dividends. Netflix returns capital exclusively via buybacks (13.5 million shares for $1.3 billion in Q1 2026) and pays no dividend. For a retiree drawing income, that distinction matters materially."
"Netflix is the operator. Management guides 2026 revenue to $50.70 billion to $51.70 billion, a 12% to 14% growth band, with an operating margin target of 31.5% and free cash flow lifted to about $12.5 billion. Ad revenu"
Comcast and Netflix both declined over the past month and both repurchase shares, but they differ in valuation, income, and growth. Comcast trades above $25 per share and shows low valuation metrics, including a trailing P/E near 5 and a forward P/E near 8, with low price-to-sales and EV/EBITDA ratios. Comcast also pays a quarterly dividend of $0.33 per share, yielding about 5% annually, and has ongoing buybacks that reduce shares outstanding. Netflix trades around $87 with higher valuation multiples and no dividend, returning capital through buybacks only. Netflix targets 2026 revenue growth in the mid-teens range with higher operating margins and free cash flow around $12.5 billion.
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