DIS vs WDC: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
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 |
WDC |
| Current Price |
$96.16 |
$519.17 |
| Fair Value Estimate |
$139.43 |
$370.00 |
| Upside to Fair Value |
+45.0%
|
-28.7%
|
| Market Cap |
$167.0B |
$178.9B |
| Forward P/E |
15.4x
|
27.8x
|
| EV / EBITDA |
10.8x
|
37.3x
|
| Price / Sales |
1.7x
|
13.9x
|
| Price / FCF |
23.5x
|
51.0x
|
| Revenue Growth YoY |
+6.5%
|
+35.7%
|
| Gross Margin |
37.2%
|
48.9%
|
| Operating Margin |
15.5%
|
34.9%
|
| Return on Equity |
10.3%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
4.26%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 …
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
DIS |
WDC |
| Zone Low |
$104.57 |
$278.00 |
| Zone High |
$118.52 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|