Comcast vs NVIDIA: Business Model & Financial Comparison 2026
Comcast · Communication Services / Telecom Services·NVIDIA · Technology / Semiconductors
Financial Comparison
| Metric | CMCSAComcast | NVDANVIDIA |
|---|---|---|
| Market Cap | $105.75B | $4.20T |
| Revenue (TTM) | $123.71B | $215.94B |
| Revenue Growth | 1.2% | 73.2% |
| Gross Margin | 71.7% | 71.1% |
| Operating Margin | 10.8% | 65.0% |
| Net Margin | 16.2% | 55.6% |
| Return on Equity | 21.4% | 101.5% |
| P/E (Trailing) | 5.4x | 35.3x |
| P/E (Forward) | 7.3x | 15.5x |
| Free Cash Flow | $5.59B | $58.13B |
| Cash | $9.48B | $62.56B |
| Total Debt | $105.03B | $11.41B |
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 →NVIDIA
NVIDIA stands as the world's leading AI computing company and GPU manufacturer. Generating $215.94 billion in annual revenue (growing 73.2% year-over-year) and carrying a market capitalization of $4.46 trillion, the company has cemented its position as a foundational player in the global Semiconductors landscape. Under the leadership of Jensen Huang, NVIDIA continues to execute on a multi-year strategic vision that balances growth investment with…
Full NVIDIA 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.
NVIDIA
- With a market capitalization of $4.46T, NVIDIA is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller co
- NVIDIA's gross margin of 71.1% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 65.0% demonstrates disciplined co
- Revenue grew 73.2% year-over-year to $215.94B, indicating strong demand for NVIDIA'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
NVIDIA
- Extreme concentration: top 5 customers (Microsoft, Amazon, Google, Meta, Oracle) likely account for 40%+ of revenue
- US export restrictions on H100/H200 chips to China removed a market that was $3-4B in annual revenue
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
NVIDIA
- The rapid advancement of generative AI and large language models presents NVIDIA with opportunities to automate operations, enhance products, and develop new AI-native services. Companies in Technolog
- NVIDIA operates in the Semiconductors segment of the broader Technology sector, which represents a $5.0 trillion by 2027 (IDC Global Technology Market). Even modest share gains in this environment tra
- 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 NVIDIA'
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
NVIDIA
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. NVIDIA's revenue is not fully insulated from macroeconomic cycles, and a recession scenario
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on NVIDIA's business m
- 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 NVIDIA: FAQ
- Is Comcast bigger than NVIDIA?
- By market capitalization, NVIDIA is larger at $4.20T vs Comcast's $105.75B.
- Which has better profit margins — Comcast or NVIDIA?
- NVIDIA has higher net profit margins (55.6%) compared to Comcast (16.2%). Gross and operating margins are compared in the table above.
- What sectors do Comcast and NVIDIA operate in?
- Comcast operates in the Communication Services sector (Telecom Services). NVIDIA operates in the Technology sector (Semiconductors).
- How does Comcast's revenue compare to NVIDIA's?
- Comcast generates $123.71B in annual revenue (TTM) while NVIDIA generates $215.94B. NVIDIA is the larger company by revenue as of 2026.