Netflix (NFLX) vs Disney (DIS): Stock Comparison
Data as of November 7, 2026. Refreshed weekly from SEC filings and market data.
Netflix is cheaper on earnings, at 17.8 times against 23.4; Netflix keeps the higher net margin (29.7% against 8.7%); Netflix grew revenue faster over the last year (14.7% against 4.6%); Disney pays the higher dividend yield (1.1% against 0.0%). Netflix clears 5 of this site's 8 value filters and Disney 4. Figures are as of November 7, 2026; each is on the page below with its source.
How do Netflix and Disney compare on the numbers?
| Measure | Netflix (NFLX) | Disney (DIS) | Clearer lead |
|---|---|---|---|
| Share price | $63.41 | $116.75 | |
| Market value | $262 billion | $202 billion | |
| P/E ratio (trailing) | 17.8 | 23.4 | NFLX |
| PEG ratio | 0.96 | 1.78 | NFLX |
| Free-cash-flow yield | 4.3% | 5.2% | About the same |
| Net profit margin | 29.7% | 8.7% | NFLX |
| Revenue growth, last year | 14.7% | 4.6% | NFLX |
| Return on equity | 50.4% | 7.9% | NFLX |
| Debt to equity | 0.52 | 0.42 | DIS |
| Dividend yield | 0.0% | 1.1% | DIS |
| Margin of safety (DCF) | -35.1% | -11.6% | DIS |
| Value filters passed (of 8) | 5 | 4 | NFLX |
| Distance from 52-week high | -45.2% | -1.8% |
How have Netflix and Disney shares done against each other?
Netflix 97Disney 66
Each share price set to 100 on Nov 2021, to Nov 2026. Price only: dividends are not included.
From Nov 2021 to Nov 2026, Netflix shares are down 3% and Disney shares down 34%, so Netflix has pulled ahead of Disney by 31 points of the starting price. The deepest fall from a prior high in that window was 75% for Netflix and 54% for Disney.
| Period | Netflix (NFLX) | Disney (DIS) |
|---|---|---|
| Last 1 year | -42.2% | +5.7% |
| Last 3 years | +45.9% | +39.0% |
| Last 5 years | -1.8% | -33.5% |
Which has grown faster, Netflix or Disney?
Over 5 years, Netflix grew revenue 12.6% a year and earnings per share 32.9% a year; Disney grew revenue 7.6% and earnings per share n/a. Its net margin averaged 18.8% at Netflix and 5.6% at Disney.
| Measure | Netflix (NFLX) | Disney (DIS) |
|---|---|---|
| Latest fiscal year ended | Dec 2025 | Sep 2025 |
| Revenue, first year to latest | $25 billion to $45.2 billion | $65.4 billion to $94.4 billion |
| Revenue growth per year | 12.6% | 7.6% |
| Earnings per share, first year to latest | $0.61 to $2.53 | $-1.58 to $6.85 |
| Earnings per share growth per year | 32.9% | n/a |
| Net margin, latest year | 24.3% | 13.1% |
| Net margin, average of the years | 18.8% | 5.6% |
| Free cash flow margin, latest year | 20.9% | 10.7% |
From each company's 10-K filings (SEC EDGAR), over its latest 5 years. Fiscal years end in different months, so each is shown for its own latest 5 years.
What growth does each share price assume?
| Measure | Netflix (NFLX) | Disney (DIS) |
|---|---|---|
| Free cash flow growth the price implies | 15.6% a year | 10.8% a year |
| Free cash flow per share | $2.75 | $6.12 |
| Margin of safety on this site's DCF | -35.1% | -11.6% |
At $63.41, Netflix's price implies free cash flow growth of 15.6% a year, fading to 2.5% over 10 years. That is more growth than the 8% baseline.
At $116.75, Disney's price implies free cash flow growth of 10.8% a year, fading to 2.5% over 10 years. That is more growth than the 8% baseline.
The same model and baseline as every stock page. A price that asks for less growth is not a better company, only a lower bar to clear.
Where is each stronger?
Where Netflix leads
- Lower P/E: 17.8 against 23.4
- Lower PEG: 0.96 against 1.78
- Higher net margin: 29.7% against 8.7%
- Faster revenue growth last year: 14.7% against 4.6%
- Higher return on equity: 50.4% against 7.9%
- More of the 8 value filters: 5 against 4
- Faster revenue growth over its filed record: 12.6% against 7.6%
- A higher net margin in its latest filed year: 24.3% against 13.1%
- A higher average net margin: 18.8% against 5.6%
- A higher free-cash-flow margin in its latest filed year: 20.9% against 10.7%
Where Disney leads
- Less debt for its equity: 0.42 against 0.52
- Higher dividend yield: 1.1% against 0.0%
- Higher margin of safety on this site's DCF: -11.6% against -35.1%
About the same on: free-cash-flow yield. A lead needs a clear gap (10% apart on a ratio, 1 point on a percentage), so a rounding difference never names a winner. A lead on one measure is not a verdict on the company.
How do the businesses differ?
Netflix. Netflix is a subscription video-streaming service with original series, films and licensed shows in about 190 countries. It earns money from monthly subscriptions and a growing ad-supported tier, and also makes live events and games.
Disney. Disney runs theme parks and cruise ships, film and TV studios, and streaming services. It owns some of the best-known entertainment franchises, which feed its parks, merchandise and streaming.
Both are in the Media industry on this site. Netflix is a pure streaming service. Disney earns from streaming too, but also from theme parks, cruises, television channels and merchandise.
What stands out about Netflix
- Misses 1 of the 8 value filters. It fails Price/Book < 8 (8.96); the other 5 pass and 2 were not evaluated.
- The margin of safety is rising. It went from -49% on Oct 7 to -35% on Nov 7 across 8 weekly readings.
- Close to its 52-week low. At $63.41, NFLX is 2.3% above its low of $61.99 and 45.2% below its high of $115.75.
What stands out about Disney
- Misses 2 of the 8 value filters. It fails PEG Ratio < 1.5 (1.78) and EPS Growth YoY > -5% (-48.1%); the other 4 pass and 2 were not evaluated.
- The margin of safety is falling. It went from +1% on Oct 7 to -12% on Nov 7 across 8 weekly readings.
- Close to its 52-week high. At $116.75, DIS is within 1.8% of its high of $118.95, 26.3% above its low of $92.42.
Frequently asked questions about Netflix and Disney
Which is cheaper, Netflix or Disney?
On trailing earnings, Netflix is cheaper: Netflix trades at 17.8 times and Disney at 23.4 times. On free cash flow, the yields are 4.3% and 5.2%. Cheaper is not the same as better value: read the growth each price assumes below.
Which pays the higher dividend, Netflix or Disney?
Disney pays the higher yield: Netflix 0.0% and Disney 1.1% over the last year.
Which has grown faster, Netflix or Disney?
Over their latest filed five years, Netflix grew revenue 12.6% a year and Disney 7.6%; earnings per share grew 32.9% and n/a a year.
Which has more debt, Netflix or Disney?
Netflix has more debt for its equity: debt to equity is 0.52 for Netflix and 0.42 for Disney. A very high figure can also come from buybacks that shrank equity.
Which is more profitable, Netflix or Disney?
Netflix keeps more of each sales dollar as profit: 29.7% for Netflix and 8.7% for Disney, with a return on equity of 50.4% and 7.9%.
Which passes more of the 8 value filters?
Netflix clears more: Netflix 5 of 8 and Disney 4 of 8. The filters are this site's own value rules, not a prediction.
Where do these numbers come from?
Prices, ratios and yield are from this site's weekly data as of November 7, 2026; growth and margins by year are from each company's 10-K filings (sources on Netflix and Disney). The DCF is the same model on every stock page. See Editorial Standards. Educational, not investment advice.