DIS vs TTD: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and The Trade Desk, 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
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
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 |
TTD |
| Current Price |
$96.16 |
$18.51 |
| Fair Value Estimate |
$139.43 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$8.7B |
| Forward P/E |
15.4x
|
20.3x
|
| EV / EBITDA |
10.8x
|
10.5x
|
| Price / Sales |
1.7x
|
2.9x
|
| Price / FCF |
23.5x
|
10.4x
|
| Revenue Growth YoY |
+6.5%
|
+11.8%
|
| Gross Margin |
37.2%
|
77.8%
|
| Operating Margin |
15.5%
|
20.3%
|
| Return on Equity |
10.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
9.62%
|
| 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 …
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
DIS |
TTD |
| Zone Low |
$104.57 |
$20.13 |
| Zone High |
$118.52 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|