Market Comparison: Netflix vs. Disney Valuation and Performance

The Netflix corporate headquarters building with a prominent visitor parking sign in front

Quick Read

  • Netflix shares down 13% YTD.
  • Netflix P/E ratio is 26; Disney is 16.
  • Disney market cap is 7B vs. Netflix's 4B.
Netflix shares have declined 13% year-to-date, prompting investors to weigh the company’s streaming dominance against Walt Disney’s broader business model. According to market data reported by The Motley Fool on June 16, 2026, Netflix currently trades at a price-to-earnings (P/E) multiple of 26, aligning with the S&P 500 average. The company reported $45 billion in revenue for 2025, a 43% increase over three years, maintaining a 50% gross profit margin despite aggressive expansion into gaming and live sports.

Conversely, Walt Disney’s market capitalization stands at approximately $177 billion, roughly half of Netflix’s $344 billion valuation. Trading at 16 times earnings, Disney is viewed by some analysts as undervalued, though it faces slower growth, with revenue increasing by 6% over the last two quarters. Under new CEO Josh D’Amaro, Disney is prioritizing its ‘Experiences’ segment—which includes theme parks and accounts for over half of its operating income—to drive future growth. While Netflix has outperformed Disney by over 100 percentage points in stock performance over the past five years, current market conditions highlight a strategic choice between Netflix’s proven streaming efficiency and Disney’s potential for value unlocking through its intellectual property and physical assets.

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Creator:Azat TV Editorial

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