Alphabet Inc. (GOOGL) vs. Walt Disney Co (DIS) Stock Comparison & Valuation | Edwyn

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Alphabet Inc. (GOOGL) vs. Walt Disney Co (DIS) Stock Comparison & Valuation | Edwyn

Updated 2026-08-04 12:35 UTC

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GOOGL trades at a premium to DIS on every major valuation yardstick, but that premium is supported by materially stronger growth, margins, profitability, and balance-sheet quality, making the comparison look fundamentally justified rather than obviously expensive.

Actionable Takeaway

If you believe GOOGL can sustain its 15.1% revenue growth and 38.0% ROIC, then holding or preferring GOOGL over DIS is reasonable because the premium valuation is backed by materially stronger profitability and a cleaner balance sheet.

GOOGL’s current price of $373.51 sits well above both DIS-implied range and the DCF range, indicating a substantial valuation premium versus DIS. The gap is driven by GOOGL’s much higher P/E, P/S, EV/EBITDA, and EV/Revenue multiples, offset in part by stronger operating performance.

Supporting Metrics

Key Risks

GOOGL’s valuation is rich on a relative basis, with P/E at 29.0x and P/S at 11.3x, so multiple compression could drive downside.
The Piotroski F-Score of 5/9 is only average, limiting confidence that current quality fully justifies the premium.
DIS-implied price of $154.87 and DCF range of $108.58-$146.90 are far below the current price of $373.51, creating a large valuation gap if growth disappoints.