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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$103.49 |
$441.36 |
| Fair Value Estimate |
$136.94 |
$367.30 |
| Upside to Fair Value |
+32.3%
|
-16.8%
|
| Market Cap |
$179.7B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
17.4x
|
| Price / Sales |
1.8x
|
11.8x
|
| Price / FCF |
21.7x
|
47.3x
|
| Revenue Growth YoY |
+6.8%
|
+43.8%
|
| Gross Margin |
37.6%
|
48.9%
|
| Operating Margin |
16.0%
|
34.9%
|
| Return on Equity |
7.9%
|
118.6%
|
| Dividend Yield |
1.45% |
0.12% |
| FCF Yield |
4.61%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
DIS |
WDC |
| Zone Low |
$102.70 |
$275.48 |
| Zone High |
$116.40 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|