Bill.com Holdings Inc vs Walt Disney Co — how do they compare? Bill.com Holdings Inc trades at $44.21 (market cap $4.12B), while Walt Disney Co trades at $97.26 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 40.4× Bill.com Holdings Inc's market cap, and Walt Disney Co pays a 1.56% dividend while Bill.com Holdings Inc pays none. Which is the better fit depends on your goals.
| BILL | DIS | |
|---|---|---|
Market Cap | $4.12B | $166.48B |
Sector | Technology | Media |
52-Week High | $56.32 | $122.94 |
52-Week Low | $31.96 | $92.40 |
Enterprise Value | $3.83B | $208.16B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.56% |
Signals from Pluang's Aura AI — not financial advice
BILL Holdings trades at $42.86, up 3.63% today, with strong technical momentum and bullish analyst sentiment. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.68 surpassing the $0.55 estimate. Revenue growth is robust, rising from $642M in 2022 to $1.46B in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1B buyback program signal strategic focus on growth and shareholder value.
Outlook is positive with a consensus price target of $48.00 implying 12% upside, supported by 56% analyst buy ratings. Key risks include high valuation multiples (P/E 213.91), competitive pressures in SaaS, and sensitivity to small business economic health. Cash flow trends show operational improvement, but investing outflows remain elevated.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →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 →