DIS vs QCOM: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
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 |
QCOM |
| Current Price |
$96.16 |
$226.11 |
| Fair Value Estimate |
$139.43 |
$201.84 |
| Upside to Fair Value |
+45.0%
|
-10.7%
|
| Market Cap |
$167.0B |
$238.3B |
| Forward P/E |
15.4x
|
24.3x
|
| EV / EBITDA |
10.8x
|
17.5x
|
| Price / Sales |
1.7x
|
5.4x
|
| Price / FCF |
23.5x
|
19.1x
|
| Revenue Growth YoY |
+6.5%
|
-3.5%
|
| Gross Margin |
37.2%
|
54.8%
|
| Operating Margin |
15.5%
|
25.5%
|
| Return on Equity |
10.3%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
5.25%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
| Metric |
DIS |
QCOM |
| Zone Low |
$104.57 |
$151.38 |
| Zone High |
$118.52 |
$171.56 |
| In Buy Zone? |
Yes
|
No
|