S&P 500 comparison · Communication Services

Walt Disney Company (The) vs Netflix

Prices at close . Model readings .

Walt Disney Company (The)

$109.04−1.08%
Month: positiveLong run: neutral

Netflix

$61.99−0.85%
Month: positiveLong run: positive
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), Netflix is the larger company by market value ($260.06B against $190.06B). Over the past year Walt Disney Company (The) returned −1.5% and Netflix −43.4%, while the S&P 500 returned +12.7%. The latest filed P/E is 17.6 for Walt Disney Company (The) and 24.1 for Netflix, and the operating margin 18.9% against 34.6%. Over the next 21 sessions the model expects +0.18% for Walt Disney Company (The), with a 46% chance of a rise, and +0.82% for Netflix, with a 76% chance. Walt Disney Company (The)'s long-run fair value is $100.33, a gap of −8% to its price; the long-run model view is neutral. Netflix's long-run fair value is $80.31, a gap of +29.6% to its price; the long-run model view is positive.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
DIS+0.18%
NFLX+0.82%
Chance of a risenext 21 sessions
DIS46%
NFLX76%
Expected returnnext 63 sessions
DIS+1.43%
NFLX+0.64%
Range of outcomes63 sessions, 80% band
DIS−15.3% to +18.2%
NFLX−24.7% to +26%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
DIS$100.3328 Oct 2026
NFLX$80.3128 Oct 2026
Gap to pricefair value against the close
DIS−8%
NFLX+29.6%
Past readings that matchedsign of the 21-session outcome
DIS33.1%of 269
NFLX49.6%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
DIS+3.4%
NFLX−11.8%
6 monthsS&P 500: +8.5%
DIS+8.5%
NFLX−32.7%
Year to dateS&P 500: +13.3%
DIS−3.4%
NFLX−33.9%
1 yearS&P 500: +12.7%
DIS−1.5%
NFLX−43.4%
5 yearsS&P 500: +70.7%
DIS−34.1%
NFLX−0.8%
1 year against the S&P 500percentage points
DIS−14.2 pts
NFLX−56.1 pts
Position in the 52-week range0% low, 100% high
DIS73%close $109.04 in $91.49 to $115.42
NFLX1%close $61.99 in $61.51 to $116.73
Against the 200-day average
DIS+5.8%
NFLX−24.3%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to (DIS), (NFLX)
Market value
DIS$190.06B28 Oct 2026
NFLX$260.06B28 Oct 2026
Enterprise valueat the last filing
DIS$204.42B27 Jun 2026
NFLX$298.84B30 Sep 2026
P/Elatest filed
DIS17.6
NFLX24.1
Price to book
DIS1.47
NFLX9.97
EV / EBITDA
DIS8.54
NFLX20.07
Free cash flow yield
DIS4.82%
NFLX3.32%
Dividend yield
DIS1.3%
NFLX0%
Questions

Walt Disney Company (The) or Netflix: common questions

Which is larger by market value, Walt Disney Company (The) or Netflix?

Netflix, at $260.06B against $190.06B for Walt Disney Company (The), on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, Walt Disney Company (The) or Netflix?

Netflix has the higher latest filed P/E, 24.1; Walt Disney Company (The)'s is 17.6. Filings: quarter to 27 Jun 2026 and 30 Sep 2026.

How did Walt Disney Company (The) and Netflix move over the past year against the S&P 500?

Over the past year Walt Disney Company (The) returned −1.5% and Netflix −43.4%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for Walt Disney Company (The) and Netflix over the next month?

+0.18% for Walt Disney Company (The) with a 46% chance of a rise, and +0.82% for Netflix with a 76% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of Walt Disney Company (The) and Netflix compare?

The operating margin is 18.9% for Walt Disney Company (The) and 34.6% for Netflix, and the gross margin 18.9% against 52.8%. Filings: quarter to 27 Jun 2026 and 30 Sep 2026.

Do Walt Disney Company (The) and Netflix shares move together?

Over the past year the correlation of their daily returns was 0.30 (loosely together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

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The two company pagesWalt Disney Company (The) (DIS) forecast and analysisNetflix (NFLX) forecast and analysis
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BrowseAll Communication Services companiesAll comparisonsHow the model readings are made

Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.