DIS vs PYPL: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and PayPal Holdings, 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
PayPal Holdings, Inc. · Financial Services
$42.51
+45.0% upside to fair value
Grade B
QuantHub Verdict
PYPL trades at a lower forward P/E
(7.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
PYPL |
| Current Price |
$96.16 |
$42.51 |
| Fair Value Estimate |
$139.43 |
$61.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$37.5B |
| Forward P/E |
15.4x
|
7.7x
|
| EV / EBITDA |
10.8x
|
5.3x
|
| Price / Sales |
1.7x
|
1.1x
|
| Price / FCF |
23.5x
|
6.8x
|
| Revenue Growth YoY |
+6.5%
|
+7.2%
|
| Gross Margin |
37.2%
|
46.1%
|
| Operating Margin |
15.5%
|
17.9%
|
| Return on Equity |
10.3%
|
25.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
14.71%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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 …
PayPal Holdings, Inc. operates as a leading global digital payments platform with a competitive moat driven by its extensive network effects, brand recognition, and scale. Despite a durable business model with 2025 revenue of $33.17 billion growing at 4.3% year-over-year and a strong return on equity of 25.1%, the company faces slowing growth and margin pressures, reflected in a 13.5% decline in …
Accumulation Zones
| Metric |
DIS |
PYPL |
| Zone Low |
$104.57 |
$46.23 |
| Zone High |
$118.52 |
$52.39 |
| In Buy Zone? |
Yes
|
Yes
|