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Netflix vs. Walt Disney: Which Stock Will Make You Richer?

newsfeedback@fool.com (Neil Patel)
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By Neil Patel – Mar 15, 2026 at 1:30PM ESTKey PointsDespite being the leader in streaming entertainment, Netflix’s expensive valuation can’t be ignored.In addition to soaring streaming profits, Disney’s lower forward price-to-earnings ratio can be a winning combination.Netflix (NFLX +1.15%) shares have skyrocketed 25,740% in the past 20 years (as of March 12). Investors looking to score monster returns might look at this kind of performance and consider buying this streaming stock. However, Walt Disney (DIS 0.15%), whose shares trade 51% below their peak, has a convincing argument for investment as well. Which of these stocks will make you richer going forward? Image source: Getty Images. Netflix dominates, but the valuation reflects this position With its massive subscriber base of 325 million and 2025 revenue of $45 billion, Netflix is a dominant force in the streaming market. Investors who got in years ago have reaped the rewards. Now it's time to be critical of the valuation. Shares trade at a forward price-to-earnings (P/E) ratio of 30, which isn't cheap, especially with the likelihood that growth will decelerate in the future. ExpandNYSE: DISWalt DisneyToday's Change(-0.15%) $-0.15Current Price$99.28Key Data PointsMarket Cap$176BDay's Range$99.18 - $100.7652wk Range$80.10 - $124.69Volume449KAvg Vol11MGross Margin31.61%Dividend Yield1.26% Disney shares are cheaper, and streaming profits are soaring From a valuation perspective, the House of Mouse wins the battle. Investors can buy Disney stock at a forward P/E multiple of 15, representing a 50% haircut to Netflix. Disney's entertainment streaming segment (including Disney+ and Hulu's streaming operations) has quickly become significantly profitable. Operating income skyrocketed 828% year over year in fiscal 2025 (ended Sept. 27, 2025). The leadership team expects this figure to soar again in fiscal 2026. Moreover, Disney has a robust experiences segment that provides diversification from a financial perspective. Investors buying in now who choose Disney shares, instead of Netflix, are positioned to produce a better return over the next five years.Read NextMar 11, 2026 •By Daniel SparksWalt Disney Stock Looks Cheap.

But Is It a Buy?Mar 11, 2026 •By Danny Vena, CPADisney Investors Just Got Really Bad News from AlphabetMar 9, 2026 •By Rick MunarrizIs It Too Early to Call the Bottom on Disney Stock?Mar 3, 2026 •By Neil Patel3 Things Every Disney Investor Needs to KnowFeb 27, 2026 •By Rick Munarriz6 Dates for Disney Stock Investors to Circle in MarchFeb 9, 2026 •By Matt Frankel, CFPIs Disney Doing Enough to Compete Against Comcast and Epic Universe?About the AuthorNeil Patel is a contributing Motley Fool stock market analyst covering consumer staples, consumer discretionary, financials, information technology, and communication services. Prior to The Motley Fool, Neil worked in corporate finance roles at JPMorgan Chase and Capital One. He also has experience working on a start-up in the cryptocurrency space. He holds a bachelor’s degree in business administration with a specialization in finance from Ohio State University.TMFNeilPatelStocks MentionedWalt DisneyNYSE: DIS$99.28(-0.15%)-$0.15NetflixNASDAQ: NFLX$95.39(+1.15%)+$1.08*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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