Clear leader
11 companies value 124 bn revenue 215 bn margin 3.4% free cash flow 27 bn avg. score 3.5
CMCSA holds 62.5% of the group's value, 3.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CMCSA | Comcast United States · score 7.7 | 63% | 78 bn | 125 bn | 9.0% | 20 bn | 26.3% | 6.3% | Cable TV, broadband, NBCUniversal and theme parks · 2nd largest US broadband operator + NBCUniversal and theme parks | |
| 2 | ROKU | ROKU, INC United States · score 5.7 | 19% | 23 bn | 5.2 bn | 6.8% | 0.7 bn | 3.1% | — | Largest TV streaming platform in the US, Canada and Mexico by hours watched · California — revenue of $5.2bn | |
| 3 | CHTR | Charter Communications (Cox) United States · score 6.0 | 10% | 13 bn | 54 bn | 9.1% | 4.4 bn | 33.7% | 0.2% | Broadband and cable TV for 58 million households · Largest US broadband operator since merging with Cox in Aug 2026; will adopt the Cox name | |
| 4 | VSNT | Versant Media Group United States · score 7.4 | 4% | 4.4 bn | 6.6 bn | 11.5% | 1.7 bn | 39.0% | — | Cable TV networks and digital media · Cable TV networks spun off from Comcast in 2025 | |
| 5 | LBTYA | Liberty Global Ltd. Bermuda · score 0.0 | 2% | 2.6 bn | 4.9 bn | -62.1% | -0.3 bn | -10.0% | — | Telecommunications and broadband in Europe · Bermuda — revenue of $4.9bn | |
| 6 | TV | GRUPO TELEVISA, S.A.B. Mexico · score 5.7 | 1% | 1.5 bn | 3.2 bn | -15.2% | 0.4 bn | 28.1% | 3.6% | Broadcast TV, content and broadband in Mexico · Mexico — revenue of $3.2bn | |
| 7 | FUBO | FuboTV Inc. United States · score 0.0 | 1% | 0.9 bn | 5.0 bn | -0.7% | -0.4 bn | -48.3% | — | TV streaming focused on live sports · New York — revenue of $5bn | |
| 8 | GLIBA | Liberty Capital Corp/NV United States · score 3.2 | 1% | 0.8 bn | 1.0 bn | -32.5% | 0.1 bn | 6.1% | — | Cable broadband and telecom in Alaska · Colorado — revenue of $1bn | |
| 9 | OPTU | Optimum Communications United States · score 0.0 | 0% | 0.4 bn | 8.4 bn | -58.1% | -0.2 bn | -49.2% | — | Cable broadband and phone service, under the Optimum brand · Broadband and TV in the US Northeast, formerly Altice USA | |
| 10 | CABO | Cable One United States · score 3.2 | 0% | 0.0 bn | 1.4 bn | -72.8% | 0.3 bn | 716.6% | — | Cable broadband in small markets · Broadband in small towns, where it has almost no competitors | |
| 11 | ELWT | Elauwit Connection, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -45.3% | -0.0 bn | -25.3% | — | Managed services and network-as-a-service for condominiums · South Carolina — revenue of $18m |
Other industries in the same sector
- Sector overview
- Search and digital advertising 5 companies
- Streaming and entertainment 9 companies
- Telecom carriers 11 companies
- International telecom 22 companies
- Video games 18 companies
- Live events and sports 20 companies
- Journalism and digital media 18 companies
- Niche social networks 21 companies
- Communications satellites 11 companies
- Broadcast TV and stations 7 companies
- Traditional advertising 14 companies
- Radio and subscription audio 12 companies
and 2 industries more
- Music and catalogs 2 companies
- Film and TV studios 8 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.