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Netflix vs Walt Disney: financial comparison

Compare Netflix and Walt Disney side by side: valuation, margins, growth, cash and dividends, with the quarterly history of both. Yahoo Finance data, free and no sign-up.

NFLX

Netflix

NFLX

71.73 USD

See the Netflix breakdown →
DIS

Walt Disney

DIS

104.03 USD

See the Walt Disney breakdown →

Netflix vs Walt Disney: key metrics

NetflixUSDWalt DisneyUSD
Valuation
Market cap298.66 B USD179.63 B USD
P/E (TTM)22.5621.45
Forward P/E18.8113.91
Price / Sales6.171.82
EV / EBITDA20.9110.82
Price / Book9.911.64
Margins & growth
Profit margin+28.22%+8.7%
Operating margin+33.38%+19.3%
Quarterly revenue (YoY)+13.37%—
Quarterly earnings (YoY)+8.83%—
Cash flow
FCF yield+8.5%+2.71%
Stock-based compensation487.33 M USD—
Balance
Cash9.13 B USD5.18 B USD
Debt16.65 B USD46.04 B USD
Net position-7.53 B USD-40.86 B USD
Dividend
Dividend yield—+1.44%
Payout ratio0%+30.93%

Each column shows figures in that company's reporting currency (shown in the header); they are not converted. Ratios and percentages are currency-independent.

Price, rebased to 100

Netflix121Walt Disney59
10020020212026

P/E (TTM)

Netflix22.6×Walt Disney21.4×
010020030020212026

Both curves start at 100 on the same day, so this compares returns rather than prices. Each week's P/E is the price divided by the earnings per share already reported by that date; loss-making weeks are not drawn.

What analysts expect

Consensus revenue and earnings per share for the periods not yet reported.

Revenue forecast · Netflix

ReportedEstimate
05B10BQ3 25: 11.51 B USDQ3 25Q4 25: 12.05 B USDQ4 25Q1 26: 12.25 B USDQ1 26Q2 26: 12.56 B USDQ2 26Q3 26 · Estimate: 12.88 B USD (12.80 B USD – 13.03 B USD)Q3 26Q4 26 · Estimate: 13.53 B USD (13.30 B USD – 13.72 B USD)Q4 26USD

Consensus of 37 analysts for Q3 26 · +11.9% year on year

Revenue forecast · Walt Disney

ReportedEstimate
010B20BQ3 25: 22.46 B USDQ3 25Q4 25: 25.98 B USDQ4 25Q1 26: 25.17 B USDQ1 26Q2 26: 25.25 B USDQ2 26Q3 26 · Estimate: 25.11 B USD (23.96 B USD – 26.34 B USD)Q3 26Q4 26 · Estimate: 27.49 B USD (27.16 B USD – 27.94 B USD)Q4 26USD

Consensus of 23 analysts for Q3 26 · +11.76% year on year

EPS forecast · Netflix

ReportedEstimate
00.51Q3 25: 0.59 · expected 0.70 (-15.79%)Q3 25Q4 25: 0.56 · expected 0.55 (+1.43%)Q4 25Q1 26: 1.23 · expected 1.25 (-1.4%)Q1 26Q2 26: 0.80 · expected 0.79 (+1.45%)Q2 26Q3 26 · Estimate: 0.82 (0.79 – 0.87)Q3 26Q4 26 · Estimate: 0.73 (0.67 – 0.82)Q4 26

Consensus of 34 analysts for Q3 26 · +40.09% year on year · adjusted earnings

EPS forecast · Walt Disney

ReportedEstimate
012Q3 25: 1.11 · expected 1.02 (+8.42%)Q3 25Q4 25: 1.63 · expected 1.58 (+3.44%)Q4 25Q1 26: 1.57 · expected 1.50 (+4.98%)Q1 26Q2 26: 2.06 · expected 1.85 (+11.09%)Q2 26Q3 26 · Estimate: 1.68 (1.42 – 1.93)Q3 26Q4 26 · Estimate: 1.89 (1.71 – 2.18)Q4 26

Consensus of 23 analysts for Q3 26 · +51.63% year on year · adjusted earnings

Analyst consensus from Yahoo Finance. The dashed bar is the average and the whisker runs from the lowest analyst to the highest. On periods already reported, the green or red line marks what had been expected: below the bar means the company beat it. EPS is measured on an adjusted basis, which is what analysts forecast against and is not the accounting profit in the statements.

Compared over time

Revenue

NetflixWalt Disney
010B20BQ3 22 · Netflix: 7.93 B USDQ3 22 · Walt Disney: 21.50 B USDQ3 22Q4 22 · Netflix: 7.85 B USDQ4 22 · Walt Disney: 23.51 B USDQ1 23 · Netflix: 8.16 B USDQ2 23 · Netflix: 8.19 B USDQ2 23 · Walt Disney: 21.82 B USDQ2 23Q3 23 · Netflix: 8.54 B USDQ3 23 · Walt Disney: 21.24 B USDQ4 23 · Netflix: 8.83 B USDQ4 23 · Walt Disney: 23.55 B USDQ1 24 · Netflix: 9.37 B USDQ1 24 · Walt Disney: 22.08 B USDQ1 24Q2 24 · Netflix: 9.56 B USDQ2 24 · Walt Disney: 23.16 B USDQ3 24 · Netflix: 9.82 B USDQ3 24 · Walt Disney: 22.57 B USDQ4 24 · Walt Disney: 24.69 B USDQ4 24Q1 25 · Walt Disney: 23.62 B USDQ2 25 · Netflix: 11.08 B USDQ2 25 · Walt Disney: 23.65 B USDQ3 25 · Netflix: 11.51 B USDQ3 25 · Walt Disney: 22.46 B USDQ3 25Q4 25 · Netflix: 12.05 B USDQ4 25 · Walt Disney: 25.98 B USDQ1 26 · Netflix: 12.25 B USDQ1 26 · Walt Disney: 25.17 B USDQ2 26 · Netflix: 12.56 B USDQ2 26 · Walt Disney: 25.25 B USDQ2 26USD

Net income

NetflixWalt Disney
02B4BQ3 22 · Netflix: 1.40 B USDQ3 22 · Walt Disney: 1.41 B USDQ3 22Q4 22 · Netflix: 55.36 M USDQ4 22 · Walt Disney: 1.28 B USDQ1 23 · Netflix: 1.31 B USDQ2 23 · Netflix: 1.49 B USDQ2 23 · Walt Disney: 1.27 B USDQ2 23Q3 23 · Netflix: 1.68 B USDQ3 23 · Walt Disney: 264.00 M USDQ4 23 · Netflix: 937.85 M USDQ4 23 · Walt Disney: 1.91 B USDQ1 24 · Netflix: 2.33 B USDQ1 24 · Walt Disney: -20.00 M USDQ1 24Q2 24 · Netflix: 2.15 B USDQ2 24 · Walt Disney: 2.62 B USDQ3 24 · Netflix: 2.36 B USDQ3 24 · Walt Disney: 460.00 M USDQ4 24 · Walt Disney: 2.55 B USDQ4 24Q1 25 · Walt Disney: 3.28 B USDQ2 25 · Netflix: 3.13 B USDQ2 25 · Walt Disney: 5.26 B USDQ3 25 · Netflix: 2.55 B USDQ3 25 · Walt Disney: 1.31 B USDQ3 25Q4 25 · Netflix: 2.42 B USDQ4 25 · Walt Disney: 2.40 B USDQ1 26 · Netflix: 5.28 B USDQ1 26 · Walt Disney: 2.25 B USDQ2 26 · Netflix: 3.40 B USDQ2 26 · Walt Disney: 2.64 B USDQ2 26USD

Free cash flow

NetflixWalt Disney
-2B02B4BQ3 22 · Netflix: 471.85 M USDQ3 22Q4 22 · Netflix: 332.27 M USDQ4 22 · Walt Disney: -2.16 B USDQ1 23 · Netflix: 2.12 B USDQ2 23 · Netflix: 1.34 B USDQ2 23 · Walt Disney: 1.99 B USDQ2 23Q3 23 · Netflix: 1.89 B USDQ3 23 · Walt Disney: 3.43 B USDQ4 23 · Netflix: 1.58 B USDQ4 23 · Walt Disney: 886.00 M USDQ1 24 · Netflix: 2.14 B USDQ1 24 · Walt Disney: 2.41 B USDQ1 24Q2 24 · Netflix: 1.21 B USDQ2 24 · Walt Disney: 1.24 B USDQ3 24 · Netflix: 2.19 B USDQ3 24 · Walt Disney: 4.03 B USDQ4 24 · Walt Disney: 739.00 M USDQ4 24Q1 25 · Walt Disney: 4.89 B USDQ2 25 · Netflix: 2.27 B USDQ2 25 · Walt Disney: 1.89 B USDQ3 25 · Netflix: 2.66 B USDQ3 25 · Walt Disney: 2.56 B USDQ3 25Q4 25 · Netflix: 1.87 B USDQ4 25 · Walt Disney: -2.28 B USDQ1 26 · Netflix: 5.09 B USDQ1 26 · Walt Disney: 4.94 B USDQ2 26 · Netflix: 1.53 B USDQ2 26 · Walt Disney: 3.07 B USDQ2 26USD

EPS

NetflixWalt Disney
-505Q3 22 · Netflix: 3.10Q3 22 · Walt Disney: 0.77Q3 22Q4 22 · Netflix: 0.12Q4 22 · Walt Disney: 0.70Q1 23 · Netflix: 2.88Q2 23 · Netflix: 3.29Q2 23 · Walt Disney: 0.69Q2 23Q3 23 · Netflix: 3.73Q3 23 · Walt Disney: 0.15Q4 23 · Netflix: -8.70Q4 23 · Walt Disney: 1.04Q1 24 · Netflix: 5.28Q1 24 · Walt Disney: -0.01Q1 24Q2 24 · Netflix: 4.88Q2 24 · Walt Disney: 1.43Q3 24 · Netflix: 5.40Q3 24 · Walt Disney: 0.26Q4 24 · Walt Disney: 1.40Q4 24Q1 25 · Walt Disney: 1.81Q2 25 · Netflix: 0.72Q2 25 · Walt Disney: 2.92Q3 25 · Netflix: 0.59Q3 25 · Walt Disney: 0.73Q3 25Q4 25 · Netflix: 0.56Q4 25 · Walt Disney: 1.34Q1 26 · Netflix: 1.23Q1 26 · Walt Disney: 1.27Q2 26 · Netflix: 0.80Q2 26 · Walt Disney: 1.51Q2 26

EBITDA

NetflixWalt Disney
05B10BQ3 22 · Netflix: 1.62 B USDQ3 22 · Walt Disney: 4.86 B USDQ3 22Q4 22 · Netflix: 643.29 M USDQ4 22 · Walt Disney: 4.35 B USDQ1 23 · Netflix: 1.80 B USDQ2 23 · Netflix: 1.92 B USDQ2 23 · Walt Disney: 4.60 B USDQ2 23Q3 23 · Netflix: 2.01 B USDQ3 23 · Walt Disney: 4.39 B USDQ4 23 · Netflix: 1.58 B USDQ4 23 · Walt Disney: 5.12 B USDQ1 24 · Netflix: 2.72 B USDQ1 24 · Walt Disney: 5.09 B USDQ1 24Q2 24 · Netflix: 2.68 B USDQ2 24 · Walt Disney: 5.45 B USDQ3 24 · Netflix: 2.99 B USDQ3 24 · Walt Disney: 4.94 B USDQ4 24 · Walt Disney: 6.34 B USDQ4 24Q1 25 · Walt Disney: 5.76 B USDQ2 25 · Netflix: 7.73 B USDQ2 25 · Walt Disney: 4.98 B USDQ3 25 · Netflix: 7.37 B USDQ3 25 · Walt Disney: 3.86 B USDQ3 25Q4 25 · Netflix: 7.85 B USDQ4 25 · Walt Disney: 5.45 B USDQ1 26 · Netflix: 11.13 B USDQ1 26 · Walt Disney: 5.25 B USDQ2 26 · Netflix: 8.66 B USDQ2 26 · Walt Disney: 5.52 B USDQ2 26USD

Source: Yahoo Finance. Quarterly history grows automatically over time as new quarters are published.

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