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 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$396.20
-13.1% upside to fair value
Grade D
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 |
MAR |
| Current Price |
$103.89 |
$396.20 |
| Fair Value Estimate |
$150.64 |
$344.12 |
| Upside to Fair Value |
+45.0%
|
-13.1%
|
| Market Cap |
$180.4B |
$104.5B |
| Forward P/E |
16.6x
|
41.6x
|
| EV / EBITDA |
11.4x
|
25.5x
|
| Price / Sales |
1.9x
|
3.9x
|
| Price / FCF |
25.4x
|
33.5x
|
| 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% |
| FCF Yield |
3.94%
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Marriott International operates as a leading global fee-based, asset-light hotel franchisor and manager with a strong brand portfolio and a durable competitive moat driven by its global scale and loyalty program. The company benefits from high-margin recurring fee revenue, which supports stable cash flow and robust capital returns exceeding $4 billion annually. Despite solid revenue growth of 6.2…
Accumulation Zones
| Metric |
DIS |
MAR |
| Zone Low |
$112.98 |
$258.09 |
| Zone High |
$128.04 |
$292.50 |
| In Buy Zone? |
Yes
|
No
|