DIS vs INTU: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Intuit Inc. — 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
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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 |
INTU |
| Current Price |
$101.31 |
$396.57 |
| Fair Value Estimate |
$168.80 |
$546.00 |
| Upside to Fair Value |
+66.6%
|
+37.7%
|
| Market Cap |
$179.5B |
$110.4B |
| Forward P/E |
14.8x
|
19.5x
|
| EV / EBITDA |
11.4x
|
19.0x
|
| Price / Sales |
1.9x
|
5.9x
|
| Price / FCF |
25.4x
|
18.1x
|
| Revenue Growth YoY |
+5.2%
|
+15.6%
|
| Gross Margin |
37.3%
|
80.8%
|
| Operating Margin |
14.2%
|
26.1%
|
| Return on Equity |
11.3%
|
19.6%
|
| Dividend Yield |
0% |
1.17% |
| FCF Yield |
3.93%
|
5.51%
|
| Analyst Consensus |
Strong Buy
|
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…
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
| Metric |
DIS |
INTU |
| Zone Low |
$126.60 |
$410.00 |
| Zone High |
$143.48 |
$464.00 |
| In Buy Zone? |
Yes
|
Yes
|