Is Walt Disney or NetEase more undervalued?

As of Oct 29, 2026, Walt Disney is at −7.3% to fair value and NetEase at +127.5%. NetEase is the more undervalued of the two. Model-based estimate, not financial advice.

Which has higher quality, Walt Disney or NetEase?

Walt Disney has a quality score of 66/100 and NetEase 80/100. NetEase leads on quality.

STOCK COMPARISON

Walt Disney vs NetEase: Fair Value & Quality

Both stocks run through our valuation models. Here is how Walt Disney (DIS) and NetEase (NTES) compare, as of Oct 29, 2026.

As of Oct 29, 2026, Fair Value Calculator sees NetEase as the more attractively valued of the two: Walt Disney trades at $109 versus a fair value of $101 (−7.3%), while NetEase trades at $112 versus $256 (+127.5%).

Walt Disney

DIS · USD · Communication Services

−7.3%

upside to fair value

fairly valued

Price$109

Fair Value$101

Quality66/100

Fair ValueQualityUptrend

NetEase

NTES · USD · Communication Services

+127.5%

upside to fair value

undervalued

Price$112

Fair Value$256

Quality80/100

Fair ValueQualityUptrend

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Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

Walt DisneyNetEase

Valuation

22.5×P/E (TTM)15.6×

22.0×P/E ex one-offs (FY2025)15.6×

n/aForward P/E (FY2027)10.4×

18.5×Median P/E at FY-end (ex one-offs where documented)17.6×

1.92×P/S (TTM)4.57×

1.73×P/B3.32×

10.5×EV/EBITDA11.1×

3.37×PEG1.16×

−7.3%Fair value upside+127.5%

1.4%Dividend yield2.7%

$1.50Dividend per share$3.04

Profitability

19.3%Operating margin40.2%

2.52×EBIT margin trend (5Y)1.61×

8.0%Return on equity20.4%

6.3%Return on assets15.2%

Growth

6.8%Revenue growth (YoY)7.9%

4.5%Avg. growth/yr (3Y)5.3%

7.6%Avg. growth/yr (5Y)8.9%

+26.2%Value creation/yr+18.6%

Balance & size

7.6×Interest coverage (EBIT/interest)16.7×

0.32×Debt / equity0.00×

$190BMarket cap$80B

healthyGrowth qualityhealthy

The P/E excluding one-off items is scored. For NetEase no documented adjusted P/E is available, so its reported P/E is shown there. The trailing P/E is shown for reference.

Walt Disney, median P/E at fiscal year-end, 10 fiscal years (2016 to 2025), earnings ex one-offs: 18.5. NetEase, median P/E at fiscal year-end, 6 fiscal years (2020 to 2025), reported earnings: 17.6.

Forward P/E: price divided by the analyst consensus for the first fiscal year that has not started yet. The current year carries special items from quarters already reported.

NetEase leads: 5 to 10 metric wins.

n/a = 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 Disney NetEase

ProfitabilityHow much profit the company makes from its sales and capital

Quality GrowthAre margins and returns getting better?

CashflowDo the profits arrive as real cash?

Financial strengthDebt, balance sheet and risk of trouble

InvestmentDoes it invest with discipline instead of growing at any price?

Low VolatilityHow calm the share price moves, does not count

MomentumPrice trend of the last 3 to 12 months, does not count

Near the 52-week highDistance to the 52-week high, does not count

New sharesBuys back shares or issues new ones?

100

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model family	Walt DisneyPrice $109	NetEasePrice $112
DCF Models	−10.7%close to the price$97.41	+179.0%above the price$314
Earnings-Based	−52.2%below the price$52.12	+73.1%above the price$195
Dividend Discount	−86.1%below the price$15.20	−48.1%below the price$58.38
Multiples	−1.0%close to the price$108	+8.7%close to the price$122
Asset-Based	−90.3%below the price$10.59	−75.0%below the price$28.06
Growth DCF	−19.0%below the price$88.32	+154.1%above the price$286
Economic Profit	−46.7%below the price$58.07	−4.2%close to the price$108
Growth Earnings	+29.7%above the price$141	+127.5%above the price$256
Matching families	8 of 8
Minimum	−90.3%below the price$10.59	−75.0%below the price$28.06
Maximum	+29.7%above the price$141	+179.0%above the price$314
Median	−32.9%below the price$73.19	+40.9%above the price$158
Geometric mean	−51.2%below the price$53.18	+18.0%above the price$133
Ahead family by family	0 of 8	8 of 8

Minimum, maximum, median and geometric mean only use the families both stocks have (matching families: 8 of 8), so a family without a value on one side does not distort the comparison. Ahead in a family is the stock whose fair value there sits higher relative to its price. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Family by family: NetEase is ahead in 8 of 8 shared families, Walt Disney in none.

Walt Disney: 18 of 26 models see the stock below the current price.

NetEase: 7 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

Walt Disney

Price $109

Fair Value $101

Bear $58.68Bull $144

NetEase

Price $112

Fair Value $256

Bear $155Bull $333

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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 score66 · Top 25%

Fair value upside−7.3% · below median

NetEase · Communication Services

Quality score80 · Top 25%

Fair value upside+127.5% · Top 25%

Bottom line

NetEase has the higher quality score (80/100).

Open NetEase live analysis →

Walt Disney · NetEase

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.