BA vs DIS: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and The Walt Disney Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
DIS |
| Current Price |
$234.54 |
$96.16 |
| Fair Value Estimate |
$340.08 |
$139.43 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$184.9B |
$167.0B |
| Forward P/E |
96.9x
|
15.4x
|
| EV / EBITDA |
30.4x
|
10.8x
|
| Price / Sales |
2.0x
|
1.7x
|
| Price / FCF |
-177.6x
|
23.5x
|
| Revenue Growth YoY |
+14.0%
|
+6.5%
|
| Gross Margin |
4.8%
|
37.2%
|
| Operating Margin |
-5.9%
|
15.5%
|
| Return on Equity |
-8723.1%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
4.26%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
BA |
DIS |
| Zone Low |
$255.06 |
$104.57 |
| Zone High |
$289.07 |
$118.52 |
| In Buy Zone? |
Yes
|
Yes
|