DIS vs GE: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
GE Aerospace · Industrials
$284.60
+22.9% upside to fair value
Grade B
High Quality
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 |
DIS |
GE |
| Current Price |
$101.31 |
$284.60 |
| Fair Value Estimate |
$168.80 |
$349.84 |
| Upside to Fair Value |
+66.6%
|
+22.9%
|
| Market Cap |
$179.5B |
$297.4B |
| Forward P/E |
14.8x
|
34.1x
|
| EV / EBITDA |
11.4x
|
27.9x
|
| Price / Sales |
1.9x
|
6.2x
|
| Price / FCF |
25.4x
|
39.8x
|
| Revenue Growth YoY |
+5.2%
|
+24.7%
|
| Gross Margin |
37.3%
|
34.8%
|
| Operating Margin |
14.2%
|
18.5%
|
| Return on Equity |
11.3%
|
46.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
2.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
| Metric |
DIS |
GE |
| Zone Low |
$126.60 |
$262.38 |
| Zone High |
$143.48 |
$297.36 |
| In Buy Zone? |
Yes
|
Yes
|