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 2026-07-10.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
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 |
PANW |
| Current Price |
$96.16 |
$287.78 |
| Fair Value Estimate |
$139.43 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$167.0B |
$196.1B |
| Forward P/E |
15.4x
|
248.9x
|
| EV / EBITDA |
10.8x
|
85.9x
|
| Price / Sales |
1.7x
|
18.5x
|
| Price / FCF |
23.5x
|
45.7x
|
| Revenue Growth YoY |
+6.5%
|
+31.1%
|
| Gross Margin |
37.2%
|
71.9%
|
| Operating Margin |
15.5%
|
9.6%
|
| Return on Equity |
10.3%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
2.19%
|
| 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 …
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
DIS |
PANW |
| Zone Low |
$104.57 |
$222.14 |
| Zone High |
$118.52 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|