Critical Analysis: Phoenix New Media Limited (FENG) & Comcast Corporation (CMCSA)

Comcast Corporation (NASDAQ: CMCSA) and Phoenix New Media Limited (NYSE:FENG) are both consumer discretionary companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Valuation and Earnings

This table compares Comcast Corporation and Phoenix New Media Limited’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Comcast Corporation $83.97 billion 2.31 $27.79 billion $1.99 20.71
Phoenix New Media Limited $210.94 million 0.42 $4.85 million $0.07 39.43

Comcast Corporation has higher revenue and earnings than Phoenix New Media Limited. Comcast Corporation is trading at a lower price-to-earnings ratio than Phoenix New Media Limited, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

82.3% of Comcast Corporation shares are held by institutional investors. Comparatively, 13.8% of Phoenix New Media Limited shares are held by institutional investors. 1.3% of Comcast Corporation shares are held by insiders. Comparatively, 10.9% of Phoenix New Media Limited shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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, Phoenix New Media Limited has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500.

Profitability

This table compares Comcast Corporation and Phoenix New Media Limited’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Comcast Corporation 11.45% 16.80% 5.23%
Phoenix New Media Limited 2.56% 1.89% 1.29%

Analyst Ratings

This is a summary of current ratings and target prices for Comcast Corporation and Phoenix New Media Limited, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Comcast Corporation 0 1 22 0 2.96
Phoenix New Media Limited 0 0 1 0 3.00

Comcast Corporation currently has a consensus price target of $45.69, indicating a potential upside of 11.14%. Phoenix New Media Limited has a consensus price target of $4.30, indicating a potential upside of 55.80%. Given Phoenix New Media Limited’s stronger consensus rating and higher probable upside, analysts clearly believe Phoenix New Media Limited is more favorable than Comcast Corporation.

Dividends

Comcast Corporation pays an annual dividend of $0.63 per share and has a dividend yield of 1.5%. Phoenix New Media Limited does not pay a dividend. Comcast Corporation pays out 31.7% of its earnings in the form of a dividend.

Summary

Comcast Corporation beats Phoenix New Media Limited on 10 of the 16 factors compared between the two stocks.

Comcast Corporation Company Profile

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.

Phoenix New Media Limited Company Profile

Phoenix New Media Limited is a media company providing content on an integrated platform across Internet, mobile and television channels in China. The Company enables consumers to access professional news and other information, and upload text and images (UGC) on the Internet and through their mobile devices. It also transmits its UGC and in-house produced content to television viewers primarily through Phoenix TV. In addition to professionally produced content, content from Phoenix TV and its in-house produced content, the Company allows its users to UGC to its Websites and mobile applications. It operates in two segments: net advertising services and paid services. It provides its content and services through channels, including ifeng.com channel, video channel and mobile channel, and also transmits its content to television viewers, primarily through Phoenix TV. Together, these channels form a single converged platform providing integrated text, image and video content.

Receive News & Ratings for Comcast Corporation Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Comcast Corporation and related companies with MarketBeat.com's FREE daily email newsletter.

Latest News

Leave a Reply