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 45.3%, Walt Disney 7.8%.
- Net margin: Netflix 28.2%, Walt Disney 8.7%.
- Price / sales: Netflix 6.1×, Walt Disney 1.9×.
- One-year price return: Walt Disney +0.6%, Netflix −40.4%.
- Netflix paid no dividend in the last twelve months.
Price return
2025-10-16 → 2026-10-16
DIS+0.6%
NFLX−40.4%
Profile
latestSector
Communication Services
Communication Services
Industry
Entertainment
Entertainment
Market value
$190.89B
$293.68B
Enterprise value
$231.74B
$298.89B
Employees
194,040
16,000
Revenue per employee (TTM)
$509K
$3.0M
Our models
nightlythe valuation on each stock's pagePrice vs model
9% undervalued vs model
39% overvalued vs model
Model range
$79.84–240
$36.60–84.96
Models in the headline
1
1
FCF growth priced in, at a 10% return
11.6%
18.0%
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 2026-10-16Last close
$110.59
$70.53
52-week high
$116.65
$124.14
52-week low
$92.42
$67.06
Price vs 52-week high
−5.2%
−43.2%
Price vs 52-week low
+19.7%
+5.2%
Average daily volume / shares
0.5%
0.9%
Beta
1.42
1.61
Returns
to 2026-10-161 month
+3.4%
−7.7%
3 months
+10.9%
−5.1%
6 months
+6.4%
−34.6%
Year to date
−2.8%
−24.8%
1 year
+0.6%
−40.4%
1 year, dividends added
+2.0%
−40.4%
2 years
+14.3%
+0.5%
Valuation
price × TTM to Jun 2026P/E (TTM)
22.8×
22.2×
P/E on consensus EPS (next FY)
16.0×
19.6×
Price / sales
1.9×
6.1×
EV / sales
2.3×
6.2×
EV / EBITDA
9.8×
20.3×
Price / book
1.7×
9.7×
Price / free cash flow (FY)
18.9×
31.0×
Free-cash-flow yield (FY)
5.3%
3.2%
Growth
TTM and FY2025Revenue growth (TTM)
—
—
Revenue growth, consensus next FY
+7.5%
+13.3%
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%
+42.2%
EPS, 3-year CAGR
58.5%
36.5%
Free cash flow, 3-year CAGR
111.9%
80.1%
Diluted shares, 3-year change
−0.9%
−3.7%
Profitability
TTM to Jun 2026Gross margin (FY)†
37.8%
48.5%
Operating margin
18.4%
29.7%
EBITDA margin
24.0%
30.4%
Net margin
8.7%
28.2%
Free-cash-flow margin (FY)
10.7%
20.9%
Return on equity
7.8%
45.3%
Return on assets
4.2%
23.4%
Asset turnover
0.48
0.83
† 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
MRQ Jun 2026Cash
$5.18B
$9.10B
Total debt
$46.04B
$14.31B
Net debt
$40.86B
$5.21B
Debt / equity
0.4×
0.5×
Net debt / EBITDA (TTM)
1.7×
0.4×
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)
22
12
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$1.9M
$3.0M
Analyst upgrades
0
1
Analyst downgrades
0
3
Statements
income TTM to Jun 2026 · cash flow FY2025Revenue
$98.86B
$48.37B
EBITDA
$23.77B
$14.73B
Operating income
$18.24B
$14.35B
Net income
$8.60B
$13.65B
EPS (diluted)
$4.84
$3.18
Operating cash flow
$18.10B
$10.15B
Capital expenditure
−$8.02B
−$688.2M
Free cash flow
$10.08B
$9.46B
Dividends paid
$1.80B
—
Keep comparing
Statements from the companies' SEC filings; 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.