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 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
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.
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Valuation & Fundamentals
| Metric |
DIS |
MAR |
| Current Price |
$101.31 |
$377.93 |
| Fair Value Estimate |
$168.80 |
$325.87 |
| Upside to Fair Value |
+66.6%
|
-13.8%
|
| Market Cap |
$179.5B |
$100.2B |
| Forward P/E |
14.8x
|
39.0x
|
| EV / EBITDA |
11.4x
|
25.3x
|
| Price / Sales |
1.9x
|
3.8x
|
| Price / FCF |
25.4x
|
34.6x
|
| Revenue Growth YoY |
+5.2%
|
+4.1%
|
| Gross Margin |
37.3%
|
21.3%
|
| Operating Margin |
14.2%
|
15.8%
|
| Return on Equity |
11.3%
|
-79.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
| Metric |
DIS |
MAR |
| Zone Low |
$126.60 |
$244.40 |
| Zone High |
$143.48 |
$276.99 |
| In Buy Zone? |
Yes
|
No
|