Walt Disney vs Netflix DIS vs NFLX
Walt Disney and Netflix on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
DISNFLX
What differs most
- Return on equity: Netflix 50.4%, Walt Disney 7.8%.
- Net margin: Netflix 29.7%, Walt Disney 8.7%.
- Price / sales: Netflix 5.3×, Walt Disney 1.9×.
- One-year price return: Walt Disney −1.1%, Netflix −41.6%.
- Netflix paid no dividend in the last twelve months.
Price return
2025-10-26 → 2026-10-26
DIS−1.1%
NFLX−41.6%
Profile
latestSector
Communication Services
Communication Services
Industry
Entertainment
Entertainment
Market value
$190.63B
$266.08B
Enterprise value
$231.48B
$273.01B
Employees
194,040
16,000
Revenue per employee (TTM)
$509K
$3.1M
Our models
nightlythe valuation on each stock's pagePrice vs model
31% overvalued vs model
25% overvalued vs model
Model range
$52.08–178
$36.86–86.97
Models in the headline
1
1
FCF growth priced in, at a 10% return
11.9%
16.1%
Every model, its assumptions and its range: DIS valuation · NFLX valuation. The growth priced in, at any return: DIS reverse DCF · NFLX reverse DCF.
Trading
close 2026-10-26Last close
$110.40
$63.90
52-week high
$116.65
$115.75
52-week low
$92.42
$63.90
Price vs 52-week high
−5.4%
−44.8%
Price vs 52-week low
+19.5%
0.0%
Average daily volume / shares
0.5%
0.9%
Beta
1.42
1.61
Returns
to 2026-10-261 month
+4.0%
−10.2%
3 months
+16.4%
−8.8%
6 months
+7.6%
−30.9%
Year to date
−3.0%
−31.8%
1 year
−1.1%
−41.6%
1 year, dividends added
+0.2%
−41.6%
2 years
+16.2%
−15.3%
Valuation
DIS price × TTM to Jun 2026 · NFLX price × TTM to Sep 2026P/E (TTM)
22.8×
18.5×
P/E on consensus EPS (next FY)
15.9×
17.8×
Price / sales
1.9×
5.3×
EV / sales
2.3×
5.5×
EV / EBITDA
10.0×
7.5×
Price / book
1.7×
9.1×
Price / free cash flow (FY)
18.9×
28.1×
Free-cash-flow yield (FY)
5.3%
3.6%
Growth
TTM and FY2025Revenue growth (TTM)
—
—
Revenue growth, consensus next FY
+7.6%
+13.2%
Revenue, 3-year CAGR
4.5%
12.6%
Revenue, 5-year CAGR
7.6%
12.6%
EPS growth (TTM)
—
—
EPS growth, consensus next FY
+1.1%
+42.1%
EPS, 3-year CAGR
58.5%
36.3%
Free cash flow, 3-year CAGR
111.4%
80.1%
Diluted shares, 3-year change
−0.9%
−4.3%
Profitability
DIS TTM to Jun 2026 · NFLX TTM to Sep 2026Gross margin (FY)†
37.8%
48.5%
Operating margin
16.0%
31.3%
EBITDA margin
23.4%
73.3%
Net margin
8.7%
29.7%
Free-cash-flow margin (FY)
10.7%
20.9%
Return on equity
7.8%
50.4%
Return on assets
4.2%
25.2%
Asset turnover
0.48
0.85
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
DIS MRQ Jun 2026 · NFLX MRQ Sep 2026Cash
$5.18B
$8.19B
Total debt
$46.04B
$15.13B
Net debt
$40.86B
$6.94B
Debt / equity
0.4×
0.5×
Net debt / EBITDA (TTM)
1.8×
0.2×
Interest coverage (FY)
7.6×
17.2×
Current ratio (FY)
0.71
1.19
Dividends
trailing 12 monthsDividend yield
1.4%
0.0%
Dividends per share
$1.50
$0.00
Payout ratio (of TTM EPS)
31.0%
—
Dividend per share, 5-year CAGR
—
—
Frequency
Semi-Annual
—
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
23
12
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$2.2M
$3.0M
Analyst upgrades
0
1
Analyst downgrades
0
4
Statements
DIS income TTM to Jun 2026 · cash flow FY2025 · NFLX income TTM to Sep 2026 · cash flow FY2025Revenue
$98.86B
$49.73B
EBITDA
$23.13B
$36.48B
Operating income
$15.82B
$15.56B
Net income
$8.60B
$14.77B
EPS (diluted)
$4.84
$3.46
Operating cash flow
$18.10B
$10.15B
Capital expenditure
−$8.02B
−$688.2M
Free cash flow
$10.08B
$9.46B
Dividends paid
$1.80B
$0
Keep comparing
Statements, prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.