DIS vs MU: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MU |
| Current Price |
$96.16 |
$1,048.51 |
| Fair Value Estimate |
$139.43 |
$576.68 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$167.0B |
$1,182.4B |
| Forward P/E |
15.4x
|
23.4x
|
| EV / EBITDA |
10.8x
|
25.9x
|
| Price / Sales |
1.7x
|
13.1x
|
| Price / FCF |
23.5x
|
25.8x
|
| Revenue Growth YoY |
+6.5%
|
+345.7%
|
| Gross Margin |
37.2%
|
72.6%
|
| Operating Margin |
15.5%
|
65.7%
|
| Return on Equity |
10.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
DIS |
MU |
| Zone Low |
$104.57 |
$432.51 |
| Zone High |
$118.52 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|