DIS vs ETN: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Eaton Corporation plc — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
ETN |
| Current Price |
$96.16 |
$447.28 |
| Fair Value Estimate |
$139.43 |
$405.00 |
| Upside to Fair Value |
+45.0%
|
-9.5%
|
| Market Cap |
$167.0B |
$173.7B |
| Forward P/E |
15.4x
|
33.2x
|
| EV / EBITDA |
10.8x
|
30.0x
|
| Price / Sales |
1.7x
|
5.8x
|
| Price / FCF |
23.5x
|
38.6x
|
| Revenue Growth YoY |
+6.5%
|
+21.0%
|
| Gross Margin |
37.2%
|
35.9%
|
| Operating Margin |
15.5%
|
17.7%
|
| Return on Equity |
10.3%
|
18.9%
|
| Dividend Yield |
0% |
0.98% |
| FCF Yield |
4.26%
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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 …
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Accumulation Zones
| Metric |
DIS |
ETN |
| Zone Low |
$104.57 |
$305.00 |
| Zone High |
$118.52 |
$345.00 |
| In Buy Zone? |
Yes
|
No
|