DHR vs DIS: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and The Walt Disney Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Danaher Corporation · Healthcare
$174.04
+13.2% upside to fair value
Grade B
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
DIS |
| Current Price |
$174.04 |
$101.31 |
| Fair Value Estimate |
$197.01 |
$168.80 |
| Upside to Fair Value |
+13.2%
|
+66.6%
|
| Market Cap |
$123.2B |
$179.5B |
| Forward P/E |
33.4x
|
14.8x
|
| EV / EBITDA |
20.3x
|
11.4x
|
| Price / Sales |
5.0x
|
1.9x
|
| Price / FCF |
23.3x
|
25.4x
|
| Revenue Growth YoY |
+3.7%
|
+5.2%
|
| Gross Margin |
60.7%
|
37.3%
|
| Operating Margin |
21.0%
|
14.2%
|
| Return on Equity |
7.1%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.3%
|
3.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
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 |
DHR |
DIS |
| Zone Low |
$147.76 |
$126.60 |
| Zone High |
$167.46 |
$143.48 |
| In Buy Zone? |
No
|
Yes
|