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

Netflix holds the cleaner structural position, with growth as the main driver and valuation adding further support. The Walt Disney Company still has the edge on valuation, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

Most of the lead runs through growth, while profitability helps make the separation broader.

INDUSTRY COMPARISON

Both operate in: Entertainment

This comparison is based on industry proximity, not on functional trajectory similarity. DIS and NFLX share the same industry classification.

For a similarity-based comparison, see how The Walt Disney Company and Netflix each position within their functional peer groups in AssetNext.

Peer-Relative Score
DIS
The Walt Disney Company
57
Peer-Score
Signal qualityMedium
Peer basis: S&P 500
vs
NFLX
Netflix, Inc.
63
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

The largest gaps do not all point in the same direction.

Dimension spread: DIS vs NFLX Profitability 56 69 Stability 31 37 Valuation 84 67 Growth 44 75 DIS NFLX
Gap Ranking
#1 Growth +31
#2 Valuation +17
#3 Profitability +13
#4 Stability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DIS and NFLX Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DISNFLX Relative valuation Structural strength

Netflix, Inc. occupies the cheaper side of the setup map, although The Walt Disney Company still holds the stronger structural profile.

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

Entry today — historical context

Where DIS and NFLX each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY DIS Neutral · below norm 0th 50th 100th 24 pct gap NFLX Neutral · below norm 0th 50th 100th 44th 68th
Today DIS sits in the lower-middle of its own 5-year history (44th percentile), while NFLX sits higher in its own history (68th). Within each stock's own 5-year context, DIS is at a historically more favourable entry position than NFLX. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Both rank well on growth, but Netflix, Inc. still holds a clear edge.
Valuation
On valuation, the edge still sits with The Walt Disney Company, even though both profiles look solid.
Growth — Dominant Gap
DIS
44
NFLX
75
Gap+31in favour of NFLX

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for The Walt Disney Company, with a forward P/E that is 6.9 turns lower there.

What this means for the comparison

The page question resolves through growth, but valuation and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-and-valuation comparisons

Explore how DIS and NFLX 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.