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The Walt Disney Company vs Electronic Arts: Which Stock Looks Stronger in 2026?

The Walt Disney Company holds the cleaner structural position, with the lead spread across valuation and growth. Electronic Arts still has the edge on stability, which keeps the comparison from looking entirely one-sided. In the market, Electronic Arts carries the stronger setup — intact trend against The Walt Disney Company's broken trend. That leaves a split case: the structural lead stays with The Walt Disney Company, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in valuation, but growth adds another real layer to the result. The overall score gap is 20 points in favour of The Walt Disney Company.

Trajectory Similarity
0.70
Moderately similar
Peer-set rank: #3
within The Walt Disney Company's functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The match is driven mainly by revenue stability and capital structure.

Similarity drivers
revenue stabilitycapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
DIS
The Walt Disney Company
60
Peer-Score
Signal qualityHigh
vs
EA
Electronic Arts Inc.
40
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: DIS vs EA Profitability 51 52 Stability 38 79 Valuation 84 26 Growth 58 5 DIS EA
Gap Ranking
#1 Valuation +58
#2 Growth +53
#3 Stability +41
#4 Profitability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DIS and EA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DISEA Relative valuation Structural strength

The Walt Disney Company and Electronic Arts Inc. look relatively close on structure, but the price setup still leans toward The Walt Disney Company.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
The Walt Disney Company ranks near the top of the group on valuation; Electronic Arts Inc. sits in the weaker half.
Growth
On growth, The Walt Disney Company is positioned higher in the group, while Electronic Arts Inc. is closer to the middle.
Valuation — Dominant Gap
DIS
84
EA
26
Gap+58in favour of DIS

The multiple-based pricing edge comes from a forward P/E that is 8.9 turns lower.

What keeps the gap from being one-sided

Stability still leans toward Electronic Arts Inc., so the lead is real without reading as one-way.

What this means for the comparison

The lead is built on both valuation and growth — though stability still provides a counterweight.

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Break down the DIS vs EA comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how DIS and EA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.