WALT DISNEY CO/ vs Life Time Group Holdings, Inc., two Entertainment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DIS and LTH diverge most: on fcf yield, DIS reads 4.4% and LTH reads -1.6%; on altman z (solvency), DIS reads 6.96 and LTH reads 1.53. The rest of the comparable metrics sit closer together. What DIS's price implies is a bet that sits within the historical range (whole-company basis). What LTH's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DIS | LTH |
|---|---|---|
| Price | $108.04 | $40.60 |
| Market cap | $188.3B | $9.2B |
| Sector | Entertainment | Entertainment |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +22.2% |
| P/E | 22.3 | 22.1 |
| P/B | 1.61 | 2.80 |
| P/S | 1.90 | 2.90 |
| EV/EBITDA | 9.6 | 12.1 |
| Revenue growth | +4.5% | +12.7% |
| Operating margin | 22.0% | 17.3% |
| Net margin | 8.7% | 13.0% |
| Return on equity | 7.4% | 12.6% |
| Return on assets | 4.2% | 5.0% |
| Return on invested capital | 8.7% | 8.6% |
| FCF yield | 4.4% | -1.6% |
| Debt / equity | 0.39 | 0.45 |
| Current ratio | 0.71 | 0.66 |
| Altman Z (solvency) | 6.96 | 1.53 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.