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 2026-06-20.
The Boeing Company · Industrials
$222.72
+45.0% upside to fair value
Grade C
VS
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
DIS |
| Current Price |
$222.72 |
$103.89 |
| Fair Value Estimate |
$322.94 |
$150.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$175.6B |
$180.4B |
| Forward P/E |
92.0x
|
16.6x
|
| EV / EBITDA |
29.1x
|
11.4x
|
| Price / Sales |
1.9x
|
1.9x
|
| Price / FCF |
-168.7x
|
25.4x
|
| 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 |
—
|
3.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense manufacturer operating in commercial airplanes, defense, space, and global services segments. It benefits from a durable competitive moat as one of only two large commercial aircraft OEMs worldwide, supported by high barriers to entry such as certification complexity and extensive supply chains. Despite strong revenue growth of 14% and …
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
Accumulation Zones
| Metric |
BA |
DIS |
| Zone Low |
$242.20 |
$112.98 |
| Zone High |
$274.50 |
$128.04 |
| In Buy Zone? |
Yes
|
Yes
|