Head to head · SEC data as of July 10, 2026

Netflix vs Disney: which has the stronger fundamentals?

Netflix

93

Quality score · out of 100

Disney

75

Quality score · out of 100

Netflix comes in ahead: a quality score of 93 versus 75 for Disney. Netflix wins on net margin (28.5% vs 11.5%), ROE (43% vs 10.3%) and cash generation (FCF) (25.4% vs 7.3%). Disney answers with earnings growth (47.6% vs 35.1%).

The metrics, head to head

MetricNetflixDisney
Quality score (0-100)9375
Net margin28.5%11.5%
Gross margin
ROE43%10.3%
Net debt/EBITDA0.08×1.84×
FCF margin25.4%7.3%
Revenue growth (annualized)12.7%7.5%
Earnings growth (annualized)35.1%47.6%

TTM metrics with official SEC data, refreshed daily. Bold green marks the winner of each metric. A dash means the metric doesn't apply or isn't reliable.

What each one does

Netflix. Netflix is the world's largest subscription video-streaming service. Its business is attracting and retaining subscribers with original content, and lately it also monetizes through advertising and by cracking down on password sharing.

Disney. Disney combines theme parks and cruises, film studios (Marvel, Pixar, Star Wars), TV networks (ESPN) and streaming (Disney+). Its most valuable asset is its library of characters and brands.

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What this comparison doesn't tell you

The score measures business quality, not whether the stock is cheap or expensive: the better company can be the worse investment if you overpay. For the valuation verdict, enter each one's current price in the analyzer:

Analyze Netflix →Analyze Disney →

Frequently asked questions

Who has the stronger fundamentals today, Netflix or Disney?

By the StockSemáforo model (profitability, growth and financial strength, built on official SEC data), Netflix scores higher: 93 versus 75 out of 100. The score is recomputed nightly with the latest filings.

Does that make Netflix the better investment?

No. The score measures business quality, not valuation: an excellent company can trade at an excessive price and be a poor investment at that price. To find out whether it's cheap or expensive, enter its current quote in the StockSemáforo analyzer.

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