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 2026-09-24.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
DIS |
| Current Price |
$201.15 |
$103.49 |
| Fair Value Estimate |
$265.00 |
$136.94 |
| Upside to Fair Value |
+31.7%
|
+32.3%
|
| Market Cap |
$159.0B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
9.5x
|
| Price / Sales |
1.7x
|
1.8x
|
| Price / FCF |
—
|
21.7x
|
| Revenue Growth YoY |
+8.0%
|
+6.8%
|
| Gross Margin |
4.7%
|
37.6%
|
| Operating Margin |
-5.4%
|
16.0%
|
| Return on Equity |
104.8%
|
7.9%
|
| Dividend Yield |
0% |
1.45% |
| FCF Yield |
—
|
4.61%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
BA |
DIS |
| Zone Low |
$198.75 |
$102.70 |
| Zone High |
$225.25 |
$116.40 |
| In Buy Zone? |
Yes
|
Yes
|