Verdict: Side-by-side breakdown using the Bull Rankings model. DIS scored 49.0, NFLX scored 81.2 — NFLX leads.
Compare another set
DIS
The Walt Disney Company
Entertainment · Quality-Growth
49
$108.05 · $186.6B
fundamentals as of
Score gap
32.2
NFLX leads
NFLX
Netflix, Inc.
Entertainment · Quality-Growth
81.2
$70.30 · $292.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNFLX22.1x
Fastest growthNFLX+16.0%
Strongest balance sheetDIS0.39
Highest qualityNFLX92 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DIS
stronger →← stronger
NFLX
64
Qualityreturns · margins · balance sheet
92
56
Growthrevenue & earnings expansion
89
33
Valuevaluation vs sector peers
65
NFLX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DIS
NFLX
$8.3bB+
FCF
$11.2bA-
+3.4%C+
Rev
+16.0%B+
0.39B+
D/E
0.55B+
22.3xB
P/E
22.1xB
3.49D
PEG
1.22B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DIS
NFLX
85% above
Price vs fair valuelower is cheaper
117% above
~22%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~30%/yr
-49%
1-yr DCF upside
-59%
-46%
5-yr DCF upside
-54%
-42%
10-yr DCF upside
-47%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DIS
Why this score
Buying back stock
NFLX
Why this score
Durable high returns
The companies
DISThe Walt Disney Company
Entertainment · $108.05 · beta 1.42
Why now
Entertainment · market cap $186.6b. 8% off the 52-week high of $117.09. 32 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $126.46 (implying +17% upside).
Moat
FCF converts 96% of net income — earnings translate cleanly into cash. $186.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Beta 1.42 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
NFLXNetflix, Inc.
Entertainment · $70.30 · beta 1.61
Why now
Entertainment · market cap $292.7b. Down 44% from 52-week high of $124.86 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 45 sell-side analysts rate this a Buy with a mean 1-yr target of $92.55 (implying +32% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $292.7b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DIS and NFLX diverge
On the headline score the gap is 32.2 points in favor of NFLX. The widest single difference is Value, where NFLX leads by 32.7 points.
ValueDIS 32.7 · NFLX 65.4NFLX +32.7
GrowthDIS 56.2 · NFLX 88.6NFLX +32.4
QualityDIS 63.9 · NFLX 92.3NFLX +28.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is NFLX or DIS the better stock?
NFLX scores higher: NFLX 81.2, DIS 49.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do NFLX and DIS differ most?
The widest gap is value, where NFLX leads by 33 points on the 0–100 pillar scale. NFLX leads all three pillars, so the gap is broad rather than a single-measure difference.
How are NFLX and DIS scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.