Walt Disney Company (DIS)vsServiceNow Inc (NOW)
DIS
Walt Disney Company
$108.02
-0.59%
COMMUNICATION SERVICES · Cap: $188.69B
NOW
ServiceNow Inc
$91.18
-2.58%
TECHNOLOGY · Cap: $96.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Walt Disney Company generates 597% more annual revenue ($97.26B vs $13.96B). NOW leads profitability with a 12.6% profit margin vs 11.5%. NOW appears more attractively valued with a PEG of 0.89. NOW earns a higher WallStSmart Score of 59/100 (C).
DIS
Buy57
out of 100
Grade: C
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.1%
Fair Value
$126.38
Current Price
$108.02
$18.36 discount
Margin of Safety
+85.5%
Fair Value
$628.08
Current Price
$91.18
$536.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.9B in free cash flow
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Earnings declined 29.8%
Trading at 8.0x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DIS
The strongest argument for DIS centers on Market Cap, P/E Ratio, Price/Book.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.89 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 : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 55.7x leaves little room for execution misses.
Key Dynamics to Monitor
DIS profiles as a value stock while NOW is a growth play — different risk/reward profiles.
DIS carries more volatility with a beta of 1.42 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
DIS generates stronger free cash flow (4.9B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (59/100 vs 57/100) and 22.1% revenue growth. DIS offers better value entry with a 16.1% margin of safety. 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.
Visit Website →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
Compare with Other ENTERTAINMENT Stocks
Want to dig deeper into these stocks?