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Sector

Communication

Internet platforms, media and telecoms: from high-growth advertising businesses to slow, dividend-paying phone networks.

Typical revenue growth

7.0%

a year, last decade

Typical operating margin

21.2%

Typical return on capital

9.2%

5-year average

Priced vs usual

-11%

2 cheaper · 0 dearer than usual

Standouts

Highest return on capital

Alphabet (GOOGL)

Fastest growing

Meta Platforms (META)

Cheapest vs its history

Comcast (CMCSA)

Most cash back to owners

Comcast (CMCSA)

All communication companies

biggest first

Company	Size	Quality	Health	Return on capital	Growth	vs usual price
META Meta Platforms	$1.64tn	6/7	5	37.5%	27.3%	–
NFLX Netflix	$262bn	4/7	7	25.1%	20.9%	–
DIS Disney	$191bn	3/7	7	7.6%	7.0%	-4%
VZ Verizon	$182bn	1/7	5	9.2%	0.5%	-18%
T AT&T	$142bn	1/7	6	5.3%	-1.5%	+4%
CMCSA Comcast	$79bn	4/7	7	8.6%	5.2%	-55%
GOOGL Alphabet	–	4/5	6	40.4%	18.3%	–

Quality = long-term checks passed (growth, cash generation, returns, margins, dilution, debt). Health = Piotroski F-score. Standouts are facts, not recommendations.