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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
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 |
PYPL |
| Current Price |
$103.49 |
$52.71 |
| Fair Value Estimate |
$136.94 |
$57.50 |
| Upside to Fair Value |
+32.3%
|
+9.1%
|
| Market Cap |
$179.7B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
6.8x
|
| Price / Sales |
1.8x
|
1.3x
|
| Price / FCF |
21.7x
|
7.2x
|
| Revenue Growth YoY |
+6.8%
|
+4.8%
|
| Gross Margin |
37.6%
|
45.8%
|
| Operating Margin |
16.0%
|
18.8%
|
| Return on Equity |
7.9%
|
24.4%
|
| Dividend Yield |
1.45% |
1.06% |
| FCF Yield |
4.61%
|
13.97%
|
| 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…
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
DIS |
PYPL |
| Zone Low |
$102.70 |
$43.12 |
| Zone High |
$116.40 |
$48.88 |
| In Buy Zone? |
Yes
|
No
|