Price movement over the last 24 hours
Affirm Holdings Inc vs Walt Disney Co — how do they compare? Affirm Holdings Inc trades at $80.34 (market cap $28.00B), while Walt Disney Co trades at $97 (market cap $169.28B). The key difference: Walt Disney Co is far larger — about 6× Affirm Holdings Inc's market cap, and Walt Disney Co pays a 1.54% dividend while Affirm Holdings Inc pays none. Which is the better fit depends on your goals.
| AFRM | DIS | |
|---|---|---|
Market Cap | $28.00B | $169.28B |
Sector | Financials | Media |
52-Week High | $92.18 | $122.94 |
52-Week Low | $42.53 | $92.40 |
Enterprise Value | $34.61B | $210.95B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.54% |
Signals from Pluang's Aura AI — not financial advice
AFRM trades at $83.62, down 1.14% on the day, with a bullish technical outlook supported by moving averages and a golden cross pattern. The company reported strong revenue growth, reaching $3.22 billion in 2025, and has consistently beaten earnings expectations in recent quarters. Recent partnerships with Bed Bath & Beyond and Backcountry expand its merchant network, driving transaction volume growth.
The outlook remains positive with analyst consensus favoring a buy rating and a $89 price target, though high valuation multiples and overbought RSI levels pose near-term risks. Earnings growth and BNPL market expansion are key catalysts, while credit losses and competition represent ongoing challenges for shareholders.
Disney (DIS) trades at $97.41, down 2.06% on the day, with a bearish technical signal despite strong fundamentals. The company has beaten earnings expectations for three consecutive quarters, with Q2 2026 EPS expected at $1.88. Revenue growth has accelerated from $82.7B in 2022 to $94.4B in 2025, while net income surged to $12.4B. Analyst consensus remains strongly bullish with a $131.89 price target, representing 35% upside potential from current levels.
Disney presents a compelling investment case with improving profitability and strong cash flow generation, though regulatory challenges and recent box office disappointments pose near-term risks. The stock's current valuation at 15.59x P/E appears attractive relative to growth prospects, while technical indicators suggest potential support near $94-96 levels.
Trailing returns across standard periods
Latest headlines on both assets
Affirm Holdings Inc offers a platform for digital and mobile first commerce. It comprises a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The firm generates its revenue from merchant networks, and through virtual card networks among others. Geographically, it generates a major share of its revenue from the United States.
Read more on AFRM →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →