WALT DISNEY CO/ vs SIRIUS XM HOLDINGS INC., two Entertainment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Disney is a diversified media and parks company; Sirius XM is a single-product satellite radio subscription business. Their profitability is closer than the size gap suggests, an 8.14% net margin at Disney against 9.86% at Sirius, and returns on equity within a point, 6.86% and 7.21%. Where they split is cash and price. Sirius throws off a 14.2% free cash yield to Disney's 4.06% and trades below book at 0.82 times, while Disney sits at 1.52. Disney carries lighter debt, 0.41 times equity against 0.83. Sirius pays a small 0.35% dividend. A sprawling content owner priced near book against a cash-rich subscription annuity priced below it.
Comparison updated 2026-07-11.
| Metric | DIS | SIRI |
|---|---|---|
| Price | $95.59 | $30.42 |
| Market cap | $169.4B | $10.3B |
| Sector | Entertainment | Entertainment |
| Stage | Mature | Mature |
| P/E | 15.3 | 12.9 |
| P/B | 1.47 | 0.88 |
| P/S | 1.74 | 1.20 |
| EV/EBITDA | 9.3 | 9.5 |
| Revenue growth | +3.4% | -0.3% |
| Gross margin | — | 52.9% |
| Operating margin | 18.3% | 21.7% |
| Net margin | 8.1% | 9.9% |
| Return on equity | 6.9% | 7.2% |
| Return on assets | 3.9% | 3.1% |
| Return on invested capital | 7.8% | 5.4% |
| FCF yield | 4.2% | 13.2% |
| Dividend yield | — | 0.3% |
| Debt / equity | 0.41 | 0.83 |
| Current ratio | 0.68 | 0.44 |
| Altman Z (solvency) | 6.91 | 1.32 |
| Piotroski F (quality) | 6 / 9 | 5 / 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.