DIS vs VRT: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
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 |
VRT |
| Current Price |
$103.49 |
$253.28 |
| Fair Value Estimate |
$136.94 |
$274.15 |
| Upside to Fair Value |
+32.3%
|
+8.2%
|
| Market Cap |
$179.7B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
38.8x
|
| Price / Sales |
1.8x
|
8.5x
|
| Price / FCF |
21.7x
|
33.3x
|
| Revenue Growth YoY |
+6.8%
|
+24.1%
|
| Gross Margin |
37.6%
|
37.5%
|
| Operating Margin |
16.0%
|
19.1%
|
| Return on Equity |
7.9%
|
42.1%
|
| Dividend Yield |
1.45% |
0.1% |
| FCF Yield |
4.61%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
DIS |
VRT |
| Zone Low |
$102.70 |
$205.61 |
| Zone High |
$116.40 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|