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 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
QCOM |
| Current Price |
$101.31 |
$134.47 |
| Fair Value Estimate |
$168.80 |
$239.00 |
| Upside to Fair Value |
+66.6%
|
+77.7%
|
| Market Cap |
$179.5B |
$143.6B |
| Forward P/E |
14.8x
|
26.8x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
1.9x
|
3.2x
|
| Price / FCF |
25.4x
|
11.1x
|
| Revenue Growth YoY |
+5.2%
|
+8.7%
|
| Gross Margin |
37.3%
|
55.1%
|
| Operating Margin |
14.2%
|
27.1%
|
| Return on Equity |
11.3%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.93%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
DIS |
QCOM |
| Zone Low |
$126.60 |
$179.00 |
| Zone High |
$143.48 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|