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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
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 |
DIS |
GE |
| Current Price |
$103.49 |
$312.90 |
| Fair Value Estimate |
$136.94 |
$323.41 |
| Upside to Fair Value |
+32.3%
|
+3.4%
|
| Market Cap |
$179.7B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
27.4x
|
| Price / Sales |
1.8x
|
6.4x
|
| Price / FCF |
21.7x
|
38.7x
|
| Revenue Growth YoY |
+6.8%
|
+21.1%
|
| Gross Margin |
37.6%
|
35.4%
|
| Operating Margin |
16.0%
|
20.8%
|
| Return on Equity |
7.9%
|
49.0%
|
| Dividend Yield |
1.45% |
0.53% |
| FCF Yield |
4.61%
|
2.58%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
DIS |
GE |
| Zone Low |
$102.70 |
$242.56 |
| Zone High |
$116.40 |
$274.90 |
| In Buy Zone? |
Yes
|
No
|