Netflix vs Disney
Disney has the wider moat. So why does Netflix win?
The short answer
Netflix wins, 73 to 68, on growth and valuation.
Disney wins on moat, but Netflix's lead on growth counts for more.
Scores
NFLX
DIS
Price targets
NFLX
DIS
Growth
NFLX
DIS
AI-resilient moats · 80%
NFLX
DIS
AI-vulnerable moats · 20%
NFLX
DIS
Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.
Netflix or Disney? Common questions
Which is the better stock, Netflix or Disney?
Netflix wins, 73 to 68, on growth and valuation. Disney wins on moat, but Netflix's lead on growth counts for more. Our rating: Netflix Hold, Disney Hold.
Does Netflix or Disney have the wider moat?
Disney scores 65 on moat to Netflix's 64. Netflix is rated stronger on proprietary data, network effects and bundling. Disney is rated stronger on regulatory lock-in and talent scarcity.
Which is growing faster, Netflix or Disney?
Netflix scores 71 on growth to Disney's 63. We expect Netflix to grow 11–13% a year, Disney 4–6%.
Is Netflix or Disney cheaper right now?
Netflix scores 82 on valuation to Disney's 77. In our base case, Netflix has more upside: +46% vs +25%.
More head-to-heads
Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.