WALT DISNEY CO/ vs NETFLIX INC, two Entertainment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Neither of these carries a stretched balance sheet, 0.41 debt to equity at Disney and 0.47 at Netflix, mature debt loads rather than land grabs. The income statements are where they diverged: Netflix converts 22.4% of revenue to profit and earns 36% on equity, while Disney's parks-and-everything conglomerate nets 8.1% and returns 6.9%. Disney trades at 15.6 times earnings, and at $293.5B Netflix is now valued about $120B above it. Free cash yields are a wash near 4%. The balance sheets are not where this story is.
Comparison updated 2026-07-19.
| Metric | DIS | NFLX |
|---|---|---|
| Price | $96.23 | $71.69 |
| Market cap | $170.5B | $298.5B |
| Sector | Entertainment | Entertainment |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +27.9% |
| P/E | 15.4 | 8.5 |
| P/B | 1.48 | 9.90 |
| P/S | 1.75 | 6.17 |
| EV/EBITDA | 9.3 | 20.6 |
| Revenue growth | +3.4% | +16.1% |
| Operating margin | 18.3% | 33.4% |
| Net margin | 8.1% | 22.4% |
| Return on equity | 6.9% | 36.0% |
| Return on assets | 3.9% | 18.6% |
| Return on invested capital | 7.8% | 27.0% |
| FCF yield | 4.2% | 3.7% |
| Debt / equity | 0.41 | 0.47 |
| Current ratio | 0.68 | 1.14 |
| Altman Z (solvency) | 6.91 | 8.32 |
| Piotroski F (quality) | 6 / 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.