DIS vs MAR: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MAR |
| Current Price |
$96.16 |
$366.24 |
| Fair Value Estimate |
$139.43 |
$353.64 |
| Upside to Fair Value |
+45.0%
|
-3.4%
|
| Market Cap |
$167.0B |
$96.6B |
| Forward P/E |
15.4x
|
—
|
| EV / EBITDA |
10.8x
|
23.8x
|
| Price / Sales |
1.7x
|
3.7x
|
| Price / FCF |
23.5x
|
31.6x
|
| Revenue Growth YoY |
+6.5%
|
+6.2%
|
| Gross Margin |
37.2%
|
21.4%
|
| Operating Margin |
15.5%
|
16.0%
|
| Return on Equity |
10.3%
|
-74.1%
|
| Dividend Yield |
0% |
0.75% |
| FCF Yield |
4.26%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
DIS |
MAR |
| Zone Low |
$104.57 |
$265.23 |
| Zone High |
$118.52 |
$300.59 |
| In Buy Zone? |
Yes
|
No
|