DIS vs GOOGL: 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 2026-07-13.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Alphabet Inc. · Communication Services
$357.18
-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
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
GOOGL |
| Current Price |
$96.16 |
$357.18 |
| Fair Value Estimate |
$139.43 |
$294.10 |
| Upside to Fair Value |
+45.0%
|
-17.7%
|
| Market Cap |
$167.0B |
$4,320.1B |
| Forward P/E |
15.4x
|
27.0x
|
| EV / EBITDA |
10.8x
|
20.0x
|
| Price / Sales |
1.7x
|
10.2x
|
| Price / FCF |
23.5x
|
67.0x
|
| 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 |
4.26%
|
1.49%
|
| 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 …
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google platform, which dominates search and digital advertising. The company exhibits high business quality with a durable competitive moat supported by network effects, strong brand, and intangible assets. Alphabet's financials show robust profitability with a 39.0% ROE and strong margin…
Accumulation Zones
| Metric |
DIS |
GOOGL |
| Zone Low |
$104.57 |
$220.58 |
| Zone High |
$118.52 |
$249.99 |
| In Buy Zone? |
Yes
|
No
|