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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MAR |
| Current Price |
$103.49 |
$334.97 |
| Fair Value Estimate |
$136.94 |
$403.81 |
| Upside to Fair Value |
+32.3%
|
+20.6%
|
| Market Cap |
$179.7B |
$87.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
22.2x
|
| Price / Sales |
1.8x
|
3.2x
|
| Price / FCF |
21.7x
|
28.7x
|
| Revenue Growth YoY |
+6.8%
|
+4.8%
|
| Gross Margin |
37.6%
|
20.2%
|
| Operating Margin |
16.0%
|
15.8%
|
| Return on Equity |
7.9%
|
-66.7%
|
| Dividend Yield |
1.45% |
0.84% |
| FCF Yield |
4.61%
|
3.48%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Accumulation Zones
| Metric |
DIS |
MAR |
| Zone Low |
$102.70 |
$302.86 |
| Zone High |
$116.40 |
$343.24 |
| In Buy Zone? |
Yes
|
Yes
|