Both stocks run through our valuation models. Here is how Walt Disney (DIS) and NetEase (NTES) compare, as of Aug 13, 2026.
As of Aug 13, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Walt Disney trades at $103 versus a fair value of $94.03 (-9%), while NetEase trades at $124 versus $172 (+39%).
Walt Disney
DIS · USD · Communication Services
-9%
upside to fair value
fairly valued
Price$103
Fair Value$94.03
Quality64/100
NetEase
NTES · USD · Communication Services
+39%
upside to fair value
undervalued
Price$124
Fair Value$172
Quality81/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Walt DisneyNetEase
Valuation
16.2×P/E (TTM)16.9×
1.74×P/S (TTM)4.99×
1.54×P/B3.56×
10.1×EV/EBITDA12.9×
2.27×PEG1.45×
1.5%Dividend yield2.3%
$1.50Dividend per share$4.18
Profitability
12%Net margin30%
16%Operating margin41%
11%Return on equity22%
4%Return on assets11%
Growth
7%Revenue growth (YoY)6%
4.5%Avg. growth/yr (3Y)5.3%
7.6%Avg. growth/yr (5Y)8.9%
Balance & size
0.32×Debt / equity0.00×
$170BMarket cap$85B
healthyGrowth qualityhealthy
NetEase leads: 5 to 9 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Walt Disneyof which business quality 62 · market factors 38NetEaseof which business quality 79 · market factors 49
ProfitabilityMargins and returns on capital today
43
71
Quality GrowthAre margins and returns improving?
67
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
80
63
Low VolatilityCalm price path (market factor)
53
69
MomentumPrice trend over the last 3–12 months (market factor)
31
45
52W MomentumDistance to the 52-week high (market factor)
32
34
Net IssuanceBuybacks instead of dilution
89
89
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Walt Disney
DCF Models$99.20
Earnings-Based$56.48
Dividend Discount$17.95
Multiples$118
Asset-Based$42.39
Growth DCF$89.37
Economic Profit$64.67
Growth Earnings$141
15 of 26 models see the stock below the current price.
NetEase
DCF Models$1,935
Earnings-Based$1,296
Dividend Discount$370
Multiples$835
Asset-Based$168
Growth DCF$1,772
Economic Profit$689
Growth Earnings$1,703
0 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Walt Disney
Bear $55.34Fair Value $94.03Bull $143
$103 = current price (white tick)
NetEase
Bear $129Fair Value $172Bull $282
$124 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Walt Disney · Communication Services
Quality score64 · Top 25%
Fair value upside-9% · below median
NetEase · Communication Services
Quality score81 · Top 25%
Fair value upside+39% · above median
Bottom line
As of Aug 13, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Walt Disney trades at $103 versus a fair value of $94.03 (-9%), while NetEase trades at $124 versus $172 (+39%).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
