WallStSmart

Walt Disney Company (DIS)vsPayPal Holdings Inc (PYPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walt Disney Company generates 188% more annual revenue ($97.26B vs $33.73B). PYPL leads profitability with a 15.0% profit margin vs 11.5%. PYPL appears more attractively valued with a PEG of 0.91. PYPL earns a higher WallStSmart Score of 70/100 (B-).

DIS

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 6.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.91

PYPL

Strong Buy

70

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 7.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DISUndervalued (+16.1%)

Margin of Safety

+16.1%

Fair Value

$126.48

Current Price

$108.02

$18.46 discount

UndervaluedFair: $126.48Overvalued

Intrinsic value data unavailable for PYPL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DIS4 strengths · Avg: 8.3/10
Market CapQuality
$188.69B9/10

Large-cap with strong market position

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.94B8/10

Generating 4.9B in free cash flow

PYPL4 strengths · Avg: 8.8/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

DIS3 concerns · Avg: 2.7/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

PEG RatioValuation
3.082/10

Expensive relative to growth rate

EPS GrowthGrowth
-29.8%2/10

Earnings declined 29.8%

PYPL2 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

EPS GrowthGrowth
-6.2%2/10

Earnings declined 6.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : DIS

The strongest argument for DIS centers on Market Cap, P/E Ratio, Price/Book.

Bull Case : PYPL

The strongest argument for PYPL centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.91 suggests the stock is reasonably priced for its growth.

Bear Case : DIS

The primary concerns for DIS are Altman Z-Score, PEG Ratio, EPS Growth.

Bear Case : PYPL

The primary concerns for PYPL are Altman Z-Score, EPS Growth.

Key Dynamics to Monitor

DIS carries more volatility with a beta of 1.42 — expect wider price swings.

PYPL is growing revenue faster at 7.2% — sustainability is the question.

DIS generates stronger free cash flow (4.9B), providing more financial flexibility.

Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PYPL scores higher overall (70/100 vs 57/100). DIS offers better value entry with a 16.1% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Walt Disney Company

COMMUNICATION SERVICES · ENTERTAINMENT · USA

The Walt Disney Company, commonly known as Disney, is an American diversified multinational mass media and entertainment conglomerate headquartered at the Walt Disney Studios complex in Burbank, California.

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PayPal Holdings Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

PayPal Holdings, Inc. is an American company operating an online payments system in the majority of countries that support online money transfers, and serves as an electronic alternative to traditional paper methods like checks and money orders. The company operates as a payment processor for online vendors, auction sites, and many other commercial users, for which it charges a fee.

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