DIS vs PANW: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
PANW |
| Current Price |
$103.49 |
$374.74 |
| Fair Value Estimate |
$136.94 |
$355.11 |
| Upside to Fair Value |
+32.3%
|
-5.2%
|
| Market Cap |
$179.7B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
569.8x
|
| Price / Sales |
1.8x
|
26.6x
|
| Price / FCF |
21.7x
|
64.0x
|
| Revenue Growth YoY |
+6.8%
|
+34.4%
|
| Gross Margin |
37.6%
|
70.4%
|
| Operating Margin |
16.0%
|
6.1%
|
| Return on Equity |
7.9%
|
1.7%
|
| Dividend Yield |
1.45% |
0% |
| FCF Yield |
4.61%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
DIS |
PANW |
| Zone Low |
$102.70 |
$266.33 |
| Zone High |
$116.40 |
$301.84 |
| In Buy Zone? |
Yes
|
No
|