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 2026-07-16.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
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 |
GE |
| Current Price |
$96.16 |
$360.35 |
| Fair Value Estimate |
$139.43 |
$267.03 |
| Upside to Fair Value |
+45.0%
|
-25.9%
|
| Market Cap |
$167.0B |
$376.5B |
| Forward P/E |
15.4x
|
42.3x
|
| EV / EBITDA |
10.8x
|
33.4x
|
| Price / Sales |
1.7x
|
7.8x
|
| Price / FCF |
23.5x
|
50.5x
|
| Revenue Growth YoY |
+6.5%
|
+21.1%
|
| Gross Margin |
37.2%
|
36.1%
|
| Operating Margin |
15.5%
|
21.0%
|
| Return on Equity |
10.3%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
DIS |
GE |
| Zone Low |
$104.57 |
$200.27 |
| Zone High |
$118.52 |
$226.98 |
| In Buy Zone? |
Yes
|
No
|