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NFLX vs DIS: side-by-side stock analysis

NetFlix Inc and The Walt Disney Company are compared here on the numbers that actually decide relative value: last verified price, reported financials, valuation multiples, the most recent earnings and analyst consensus. Anything a provider could not verify is shown as unavailable rather than estimated.

Price and size

NFLX and DIS price, daily change and market capitalisation
MetricNFLXDIS
CompanyNetFlix IncThe Walt Disney Company
ExchangeNasdaqNYSE
Last verified priceSource: Polygon (snapshot) / Polygon (snapshot)$75.41$105.42
Change on the day-1.26%-1.40%
Market cap$318.17B$184.74B
52-week range$65.08 – $124.86$92.19 – $117.09
Verified atSep 17, 2026, 7:02 PM EDTSep 17, 2026, 6:59 PM EDT

Reported financials

NFLX and DIS reported financial metrics
MetricNFLXDIS
Revenue (TTM)Source: Polygon (company financials)$48.37B$98.86B
Revenue growth (YoY)Source: Polygon (company financials)13.4%6.8%
EPS (TTM, diluted)Source: Polygon (company financials)-9.244.85
EPS growth (YoY)Source: Polygon (company financials)-88.9%-48.3%
Gross marginSource: Polygon (company financials)49.1%Unavailable
Operating marginSource: Polygon (company financials)29.7%18.4%
Net marginSource: Polygon (company financials)28.2%9.3%
Operating cash flow (TTM)Source: Polygon (company financials)$11.97B$16.99B
Revenue 2-year CAGRSource: Polygon (company financials)15.1%6.6%

Valuation

NFLX and DIS valuation multiples
MetricNFLXDIS
P/E (trailing)Source: Ticker-Terminal (last verified price ÷ TTM diluted EPS)Unavailable21.7
P/E (forward, est.)Source: Ticker-Terminal (last verified price ÷ annualised consensus EPS estimate)26.525.0
Market capSource: Polygon / Finnhub reference$318.17B$184.74B
Dividend yieldUnavailableUnavailable

A higher multiple is not automatically worse. It reflects what the market expects from future growth, and those expectations are exactly what research should test.

Latest earnings

NFLX and DIS most recent reported earnings
MetricNFLXDIS
Reported periodQ2'26Q3'26
Revenue$12.56B$25.25B
Diluted EPS0.801.51
Next confirmed report2026-10-192026-11-11

Analyst consensus and scores

NFLX and DIS analyst consensus and Ticker-Terminal scores
MetricNFLXDIS
Consensus ratingBuyBuy
Average price targetUnavailableUnavailable
Analysts covering5838
Ticker-Terminal growth scoreModel score from verified inputs, not a recommendation57/10046/100

What NetFlix Inc does

NetFlix Inc (NFLX) trades on Nasdaq and is classified in the ETF / Fund sector. Netflix's relatively simple business model involves only one business, its streaming service. It has the biggest television entertainment subscriber base in both the United States and the collective international market, with more than 300 million subscribers globally. Netflix has exposure to nearly the entire global population outside of China. The firm has traditionally avoided a regular slate of live programming or sports content, instead focusing on on-demand access to episodic television, movies, and documentaries. The firm introduced ad-supported subscription plans in 2022, giving the firm exposure to the advertising market in addition to the subscription fees that have historically accounted for nearly all its revenue. This page tracks NFLX using verified market data, the company's most recently reported financial statements, its earnings record and Ticker-Terminal's analytical models. Every figure is shown with its source and the time it was last verified, and values we cannot verify are labelled rather than filled in.

Full NFLX stock analysis

What The Walt Disney Company does

The Walt Disney Company (DIS) trades on NYSE and is classified in the Communication Services sector. Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses the ESPN family of TV networks and streaming services. Experiences contains Disney's theme parks, cruises, and vacation destinations and also engages in merchandise licensing. This page tracks DIS using verified market data, the company's most recently reported financial statements, its earnings record and Ticker-Terminal's analytical models. Every figure is shown with its source and the time it was last verified, and values we cannot verify are labelled rather than filled in.

Full DIS stock analysis

Take the comparison further

A free Ticker-Terminal account runs full AI research on both companies — earnings breakdowns, quarterly forecasts, bull, base and bear cases, and fair value ranges built on verified provider data.

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Market data on this page is supplied by third-party providers, may be delayed, and is shown with the time it was last verified. Financial figures come from NFLX and DIS's most recently reported statements and are not restated by Ticker-Terminal.

Scores, fair-value ranges and bull, base and bear scenarios are analytical models calculated from verified data. They are educational information, not investment advice, not a price prediction, and not a recommendation to buy or sell any security. Past performance does not indicate future results.

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