Comcast vs Microsoft: Business Model & Financial Comparison 2026
Comcast · Communication Services / Telecom Services·Microsoft · Technology / Software - Infrastructure
Financial Comparison
| Metric | CMCSAComcast | MSFTMicrosoft |
|---|---|---|
| Market Cap | $105.75B | $2.84T |
| Revenue (TTM) | $123.71B | $305.45B |
| Revenue Growth | 1.2% | 16.7% |
| Gross Margin | 71.7% | 68.6% |
| Operating Margin | 10.8% | 47.1% |
| Net Margin | 16.2% | 39.0% |
| Return on Equity | 21.4% | 34.4% |
| P/E (Trailing) | 5.4x | 23.9x |
| P/E (Forward) | 7.3x | 20.3x |
| Free Cash Flow | $5.59B | $53.64B |
| Cash | $9.48B | $89.46B |
| Total Debt | $105.03B | $123.28B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Comcast
Comcast Corporation stands as a leading company in Communication Services. Generating $123.71 billion in annual revenue (growing 1.2% year-over-year) and carrying a market capitalization of $115.15 billion, the company has cemented its position as a foundational player in the global Telecom Services landscape. Under the leadership of its leadership team, Comcast Corporation continues to execute on a multi-year strategic vision that balances growt…
Full Comcast analysis →Microsoft
Microsoft stands as the world's leading enterprise software and cloud computing company. Generating $305.45 billion in annual revenue (growing 16.7% year-over-year) and carrying a market capitalization of $3.05 trillion, the company has cemented its position as a foundational player in the global Software - Infrastructure landscape. Under the leadership of Satya Nadella, Microsoft continues to execute on a multi-year strategic vision that balance…
Full Microsoft analysis →SWOT Analysis Comparison
Strengths
Comcast
- With a market capitalization of $115.15B, Comcast Corporation is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access
- Comcast Corporation's gross margin of 71.7% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 10.8% demonstrates d
- A return on equity of 21.4% demonstrates that Comcast Corporation generates strong returns from shareholder capital, a hallmark of companies with durable competitive advantages.
Microsoft
- With a market capitalization of $3.05T, Microsoft is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller
- Microsoft's gross margin of 68.6% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 47.1% demonstrates disciplined
- Revenue grew 16.7% year-over-year to $305.45B, indicating strong demand for Microsoft's products and services and outperformance relative to many industry peers.
Weaknesses
Comcast
- With a debt-to-equity ratio of 107.9, Comcast Corporation carries significant debt relative to equity. While manageable given its cash flow, elevated leverage limits financial flexibility and increase
- Revenue growth of 1.2% is below what growth investors typically seek, suggesting market saturation in core businesses or increasing competitive pressure.
- With 179,000 employees globally, Comcast Corporation faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nim
Microsoft
- With 228,000 employees globally, Microsoft faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler compe
- Windows consumer PC market has been structurally declining for a decade
- Azure still trails AWS in market share (22% vs 32%); gap may be difficult to close
Opportunities
Comcast
- The rapid advancement of generative AI and large language models presents Comcast Corporation with opportunities to automate operations, enhance products, and develop new AI-native services. Companies
- Comcast Corporation operates in the Telecom Services segment of the broader Communication Services sector, which represents a $2.5 trillion by 2027. Even modest share gains in this environment transla
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Comcast
Microsoft
- The rapid advancement of generative AI and large language models presents Microsoft with opportunities to automate operations, enhance products, and develop new AI-native services. Companies in Techno
- Microsoft operates in the Software - Infrastructure segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest share gains in this e
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Microso
Threats
Comcast
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Comcast Corporation's revenue is not fully insulated from macroeconomic cycles, and a recess
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Comcast Corporation
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
Microsoft
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Microsoft's revenue is not fully insulated from macroeconomic cycles, and a recession scenar
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Microsoft's busines
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
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Open Comparison ToolComcast vs Microsoft: FAQ
- Is Comcast bigger than Microsoft?
- By market capitalization, Microsoft is larger at $2.84T vs Comcast's $105.75B.
- Which has better profit margins — Comcast or Microsoft?
- Microsoft has higher net profit margins (39.0%) compared to Comcast (16.2%). Gross and operating margins are compared in the table above.
- What sectors do Comcast and Microsoft operate in?
- Comcast operates in the Communication Services sector (Telecom Services). Microsoft operates in the Technology sector (Software - Infrastructure).
- How does Comcast's revenue compare to Microsoft's?
- Comcast generates $123.71B in annual revenue (TTM) while Microsoft generates $305.45B. Microsoft is the larger company by revenue as of 2026.