DIS vs UNH: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$400.96
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
UNH |
| Current Price |
$103.89 |
$400.96 |
| Fair Value Estimate |
$150.64 |
$581.39 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$180.4B |
$364.1B |
| Forward P/E |
16.6x
|
30.2x
|
| EV / EBITDA |
11.4x
|
18.0x
|
| Price / Sales |
1.9x
|
0.8x
|
| Price / FCF |
25.4x
|
18.5x
|
| Revenue Growth YoY |
+6.5%
|
+2.0%
|
| Gross Margin |
37.2%
|
18.8%
|
| Operating Margin |
15.5%
|
4.2%
|
| Return on Equity |
10.3%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.94%
|
5.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
UnitedHealth Group Incorporated operates as a diversified healthcare company with leading positions in healthcare plans through UnitedHealthcare and health services via Optum. The business quality is high due to its durable competitive advantages including scale, integration of Optum and UnitedHealthcare, strong data and distribution infrastructure, and incumbency in Medicare Advantage and care d…
Accumulation Zones
| Metric |
DIS |
UNH |
| Zone Low |
$112.98 |
$436.04 |
| Zone High |
$128.04 |
$494.18 |
| In Buy Zone? |
Yes
|
Yes
|