WallStSmart

Walt Disney Company (DIS)vsAT&T Inc (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DIS leads profitability with a 12.8% profit margin vs 0.0%. TBB trades at a lower P/E of 4.2x. DIS earns a higher WallStSmart Score of 59/100 (C).

DIS

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 4.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.91

TBB

Avoid

25

out of 100

Grade: F

Growth: 6.0Profit: 4.5Value: 6.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DISSignificantly Overvalued (-129.7%)

Margin of Safety

-129.7%

Fair Value

$46.17

Current Price

$95.95

$49.78 premium

UndervaluedFair: $46.17Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DIS3 strengths · Avg: 8.3/10
Market CapQuality
$170.94B9/10

Large-cap with strong market position

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
4.2x10/10

Attractively priced relative to earnings

Market CapQuality
$132.50B9/10

Large-cap with strong market position

Free Cash FlowQuality
$4.54B8/10

Generating 4.5B in free cash flow

Areas to Watch

DIS4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

PEG RatioValuation
2.832/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.3%2/10

Earnings declined 4.3%

Free Cash FlowQuality
$-2.28B2/10

Negative free cash flow — burning cash

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : DIS

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

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : DIS

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

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.57 is elevated, increasing financial risk.

Key Dynamics to Monitor

DIS is growing revenue faster at 5.2% — sustainability is the question.

TBB generates stronger free cash flow (4.5B), providing more financial flexibility.

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

Bottom Line

DIS scores higher overall (59/100 vs 25/100). Both earn "Buy" and "Avoid" 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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AT&T Inc

· · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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