DIS vs VRTV: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
VRTV |
| Current Price |
$103.49 |
$169.99 |
| Fair Value Estimate |
$136.94 |
$93.49 |
| Upside to Fair Value |
+32.3%
|
-45.0%
|
| Market Cap |
$179.7B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
5.4x
|
| Price / Sales |
1.8x
|
0.4x
|
| Price / FCF |
21.7x
|
10.4x
|
| Revenue Growth YoY |
+6.8%
|
-19.0%
|
| Gross Margin |
37.6%
|
22.7%
|
| Operating Margin |
16.0%
|
5.9%
|
| Return on Equity |
7.9%
|
48.6%
|
| Dividend Yield |
1.45% |
1.48% |
| FCF Yield |
4.61%
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
DIS |
VRTV |
| Zone Low |
$102.70 |
$70.12 |
| Zone High |
$116.40 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|