Comparing Investment Value of Netflix and Disney
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 15 2026
0mins
Should l Buy DIS?
Source: NASDAQ.COM
- Netflix Valuation Analysis: As of March 2023, Netflix's stock has skyrocketed 25,740% over the past 20 years, yet with a forward P/E ratio of 30, it indicates a risk of overvaluation, suggesting that future growth may decelerate, prompting investors to critically assess its investment value.
- Disney Profit Growth: Disney's entertainment streaming segment achieved an impressive 828% year-over-year growth in fiscal 2025, with expectations for continued growth in fiscal 2026, and its forward P/E ratio of 15 offers a 50% discount compared to Netflix, making it a more attractive investment option.
- Return Potential: Investors opting for Disney shares may be positioned for better returns over the next five years, particularly supported by its diversified experiences segment, which enhances financial stability and market competitiveness.
- Market Performance Comparison: Despite Netflix's historical performance, the Motley Fool analysts noted that Disney is not among the current top 10 recommended stocks, reflecting differing market perspectives on future investment opportunities.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 106.160
Low
123.00
Averages
137.29
High
152.00
Current: 106.160
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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