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DIS vs META

Walt Disney Company (The) Common Stock vs Meta Platforms Inc. Class A Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.

Scores ACCE
DIS
META
Score composite
Sur 100
53
66
Croissance
28
52
Valeur
75
48
Qualité
63
100
Momentum
47
63
Valorisation
DIS
META
Cours
104,23
741,25
Capitalisation
177,28 Md
1,70 Bn
PER glissant
21,17
25,07
PER prévisionnel
13,72
19,72
VE / EBITDA
10,87
15,30
Rendement du dividende
1,4 %
0,3 %
Rentabilité
DIS
META
ROE
8,0 %
29,8 %
Marge nette
8,7 %
29,8 %
Dette / capitaux propres
0,38
0,28
Flux de trésorerie disponible
10,08 Md
46,11 Md
Croissance
DIS
META
Croissance du chiffre d'affaires (sur 1 an)
6,8 %
28,0 %
Croissance des bénéfices (sur 1 an)
-48,3 %
-13,4 %
Objectif des analystes
127,22
755,28
Verdict ACCE

$META vs $DIS — META Wins on Growth and Quality

$META is the clear pick for growth-oriented exposure. Its ACCE score of 72/100 dwarfs $DIS's 48/100, and the underlying data justifies the gap. Revenue grew 33.1% year-over-year while earnings surged 62.4%. ROE of 32.9% and a net margin of 32.8% signal a highly efficient business. Analysts see a target of $827.91 — roughly 24% above the current $666.29 price — though the 6-model fair value of $566.77 suggests the market is pricing in a lot already.

$DIS tells a different story. At $95.95, it trades at a forward P/E of 12.9 and carries a Value score of 79/100 — the strongest single metric in this comparison. The 6-model fair value of $103.14 implies modest 7.5% upside, and a 1.6% dividend yield adds some return. But earnings fell 29.8% year-over-year, ROE sits at just 11.0%, and the stock is down 21.1% over the past year.

$META is the winner. Superior profitability, explosive growth, and a 100/100 quality score outweigh its premium valuation. $DIS is cheap for a reason.

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