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 2026-05-04.
The Boeing Company · Industrials
$231.28
+82.7% upside to fair value
Grade C
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
BA has more upside to fair value
(+82.7%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
DIS |
| Current Price |
$231.28 |
$101.31 |
| Fair Value Estimate |
$422.56 |
$168.80 |
| Upside to Fair Value |
+82.7%
|
+66.6%
|
| Market Cap |
$181.8B |
$179.5B |
| Forward P/E |
83.4x
|
14.8x
|
| EV / EBITDA |
30.8x
|
11.4x
|
| Price / Sales |
2.0x
|
1.9x
|
| Price / FCF |
776.7x
|
25.4x
|
| Revenue Growth YoY |
+14.0%
|
+5.2%
|
| Gross Margin |
4.8%
|
37.3%
|
| Operating Margin |
-5.9%
|
14.2%
|
| Return on Equity |
-8723.1%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
3.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
BA |
DIS |
| Zone Low |
$316.92 |
$126.60 |
| Zone High |
$359.18 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|