DIS vs GOOG: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$367.46
-17.7% 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
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
GOOG |
| Current Price |
$103.89 |
$367.46 |
| Fair Value Estimate |
$150.64 |
$302.41 |
| Upside to Fair Value |
+45.0%
|
-17.7%
|
| Market Cap |
$180.4B |
$4,444.4B |
| Forward P/E |
16.6x
|
27.8x
|
| EV / EBITDA |
11.4x
|
20.6x
|
| Price / Sales |
1.9x
|
10.5x
|
| Price / FCF |
25.4x
|
69.1x
|
| Revenue Growth YoY |
+6.5%
|
+21.8%
|
| Gross Margin |
37.2%
|
60.4%
|
| Operating Margin |
15.5%
|
32.7%
|
| Return on Equity |
10.3%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.94%
|
1.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
Alphabet Inc. operates a dominant internet services business with strong moats in search, YouTube, Android, and cloud computing. The company benefits from a seasoned leadership team led by CEO Sundar Pichai and maintains high insider control through super-voting shares. Alphabet's revenue growth remains robust, with 21.8% year-over-year growth in the most recent quarter and earnings growth of 81.…
Accumulation Zones
| Metric |
DIS |
GOOG |
| Zone Low |
$112.98 |
$226.81 |
| Zone High |
$128.04 |
$257.05 |
| In Buy Zone? |
Yes
|
No
|