WallStSmart

Walt Disney Company (DIS)vsDuke Energy Corporation (DUK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walt Disney Company generates 201% more annual revenue ($95.72B vs $31.79B). DUK leads profitability with a 15.6% profit margin vs 12.8%. DUK appears more attractively valued with a PEG of 2.68. DUK earns a higher WallStSmart Score of 59/100 (C).

DIS

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 5.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.91

DUK

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 3.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DISUndervalued (+13.2%)

Margin of Safety

+13.2%

Fair Value

$122.22

Current Price

$103.75

$18.47 discount

UndervaluedFair: $122.22Overvalued
DUKSignificantly Overvalued (-64.7%)

Margin of Safety

-64.7%

Fair Value

$78.65

Current Price

$129.55

$50.90 premium

UndervaluedFair: $78.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DIS3 strengths · Avg: 8.3/10
Market CapQuality
$183.80B9/10

Large-cap with strong market position

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

DUK3 strengths · Avg: 8.3/10
Market CapQuality
$100.82B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Areas to Watch

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

Grey zone — moderate risk

PEG RatioValuation
2.882/10

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

DUK4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.682/10

Expensive relative to growth rate

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : DIS

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

Bull Case : DUK

The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.

Bear Case : DIS

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

Bear Case : DUK

The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

DIS profiles as a value stock while DUK is a mature play — different risk/reward profiles.

DIS carries more volatility with a beta of 1.44 — expect wider price swings.

DUK is growing revenue faster at 8.0% — sustainability is the question.

DUK generates stronger free cash flow (-463M), providing more financial flexibility.

Bottom Line

DIS scores higher overall (59/100 vs 59/100). 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.

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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Duke Energy Corporation

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.

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