Centene Corp vs Walt Disney Co — how do they compare? Centene Corp trades at $65.66 (market cap $32.89B), while Walt Disney Co trades at $103.35 (market cap $178.16B). The key difference: Walt Disney Co is far larger — about 5.4× Centene Corp's market cap, and Walt Disney Co pays a 1.45% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| CNC | DIS | |
|---|---|---|
Market Cap | $32.89B | $178.16B |
Sector | Health | Media |
52-Week High | $68.72 | $118.86 |
52-Week Low | $26.17 | $92.40 |
Enterprise Value | $21.93B | $219.02B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.45% |
Signals from Pluang's Aura AI — not financial advice
Centene (CNC) trades at $65.77, up 2.48% with a bullish technical signal. Recent Q2 2026 earnings beat expectations with EPS of $2.51 versus $1.09 estimate, driven by margin recovery and cost control. Revenue grew to $194.78B in 2025, though net income was negative at -$6.67B. Valuation ratios are attractive with P/E of 8.06 and P/S of 0.16. Analyst consensus is strongly bullish with 61.37% buy ratings and a $70.36 price target.
Outlook is positive due to raised 2026 guidance and operational improvements, but risks include Medicaid membership softness and persistent negative margins. The stock offers value potential if profitability rebounds as projected, though investors should monitor medical cost trends and regulatory changes affecting government healthcare programs.
Disney (DIS) trades at $103.51, down 1.32% on the day, with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with four consecutive quarterly earnings beats, revenue growth to $94.43B in 2025, and improving profit margins. Recent news highlights advertising opportunities from major events and ongoing FCC regulatory challenges.
Outlook remains positive with analyst consensus target of $126 representing 22% upside potential. Key opportunities include streaming growth and theme park investments, while risks involve regulatory disputes and box office performance variability. Wall Street maintains strong buy sentiment with 62.5% of analysts recommending purchase.
Trailing returns across standard periods
Latest headlines on both assets
Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →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 →