WALT DISNEY CO/ vs SPHERE ENTERTAINMENT CO., two Entertainment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Disney and Sphere Entertainment both own marquee entertainment venues, Disney its parks, Sphere the Las Vegas Sphere plus MSG Networks. Their margins nearly match, 8.14% at Disney and 9.04% at Sphere, and both run light on debt, 0.41 and 0.36 times equity. The returns diverge: Disney earns 6.86% on equity, Sphere a thinner 5.33%. Sphere converts more freely to cash, a 6.13% free cash yield against Disney's 4.06%. On price to book, Disney looks cheaper at 1.52 times versus Sphere's 2.71. Disney is a century-old content-and-parks giant priced near its assets, Sphere a young single-venue operator still proving the model.
Comparison updated 2026-07-11.
| Metric | DIS | SPHR |
|---|---|---|
| Price | $95.59 | $148.34 |
| Market cap | $169.4B | $5.3B |
| Sector | Entertainment | Entertainment |
| Stage | Mature | Mature |
| P/E | 15.3 | 50.0 |
| P/B | 1.47 | 2.37 |
| P/S | 1.74 | 4.01 |
| EV/EBITDA | 9.3 | 28.6 |
| Revenue growth | +3.4% | +10.9% |
| Operating margin | 18.3% | 1.9% |
| Net margin | 8.1% | 9.0% |
| Return on equity | 6.9% | 5.3% |
| Return on assets | 3.9% | 2.8% |
| Return on invested capital | 7.8% | -3.7% |
| FCF yield | 4.2% | 7.0% |
| Debt / equity | 0.41 | 0.36 |
| Current ratio | 0.68 | 1.22 |
| Altman Z (solvency) | 6.91 | 1.92 |
| 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.