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 2026-09-26.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
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 |
QCOM |
| Current Price |
$103.49 |
$201.97 |
| Fair Value Estimate |
$136.94 |
$159.42 |
| Upside to Fair Value |
+32.3%
|
-21.1%
|
| Market Cap |
$179.7B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
16.5x
|
| Price / Sales |
1.8x
|
4.8x
|
| Price / FCF |
21.7x
|
20.5x
|
| Revenue Growth YoY |
+6.8%
|
-4.0%
|
| Gross Margin |
37.6%
|
54.2%
|
| Operating Margin |
16.0%
|
23.2%
|
| Return on Equity |
7.9%
|
37.3%
|
| Dividend Yield |
1.45% |
1.79% |
| FCF Yield |
4.61%
|
4.88%
|
| 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…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
DIS |
QCOM |
| Zone Low |
$102.70 |
$119.56 |
| Zone High |
$116.40 |
$135.51 |
| In Buy Zone? |
Yes
|
No
|