WallStSmart

Alliance Entertainment Holding Corporation Class A Common Stock (AENT)vsWalt Disney Company (DIS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walt Disney Company generates 8817% more annual revenue ($98.86B vs $1.11B). DIS leads profitability with a 8.7% profit margin vs 2.0%. AENT trades at a lower P/E of 12.0x. DIS earns a higher WallStSmart Score of 55/100 (C).

AENT

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 5.7Quality: 6.5
Piotroski: 5/9Altman Z: 3.81

DIS

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 4.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AENTSignificantly Overvalued (-57.9%)

Margin of Safety

-57.9%

Fair Value

$4.35

Current Price

$6.42

$2.07 premium

UndervaluedFair: $4.35Overvalued
DISUndervalued (+6.6%)

Margin of Safety

+6.6%

Fair Value

$113.57

Current Price

$106.55

$7.02 discount

UndervaluedFair: $113.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AENT5 strengths · Avg: 8.8/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
3.8110/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.2%8/10

Revenue surging 21.2% year-over-year

EPS GrowthGrowth
24.8%8/10

Earnings expanding 24.8% YoY

DIS3 strengths · Avg: 8.3/10
Market CapQuality
$183.98B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$3.07B8/10

Generating 3.1B in free cash flow

Areas to Watch

AENT3 concerns · Avg: 3.0/10
Market CapQuality
$280.77M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.0%3/10

2.0% margin — thin

Operating MarginProfitability
1.4%3/10

Operating margin of 1.4%

DIS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

PEG RatioValuation
2.802/10

Expensive relative to growth rate

EPS GrowthGrowth
-48.3%2/10

Earnings declined 48.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : AENT

The strongest argument for AENT centers on P/E Ratio, Altman Z-Score, Price/Book. Revenue growth of 21.2% demonstrates continued momentum.

Bull Case : DIS

The strongest argument for DIS centers on Market Cap, Price/Book, Free Cash Flow.

Bear Case : AENT

The primary concerns for AENT are Market Cap, Profit Margin, Operating Margin. Thin 2.0% margins leave little buffer for downturns.

Bear Case : DIS

The primary concerns for DIS are Altman Z-Score, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

AENT profiles as a growth stock while DIS is a value play — different risk/reward profiles.

DIS carries more volatility with a beta of 1.41 — expect wider price swings.

AENT is growing revenue faster at 21.2% — sustainability is the question.

DIS generates stronger free cash flow (3.1B), providing more financial flexibility.

Bottom Line

AENT scores higher overall (55/100 vs 55/100) and 21.2% revenue growth. Both earn "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.

Alliance Entertainment Holding Corporation Class A Common Stock

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Alliance Entertainment Holding Corporation is a wholesaler, distributor, and e-commerce provider for the entertainment industry globally. The company is headquartered in Plantation, Florida.

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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