Carvana Co vs Walt Disney Co — how do they compare? Carvana Co trades at $70.47 (market cap $50.41B), while Walt Disney Co trades at $96.2 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 3.3× Carvana Co's market cap, and Walt Disney Co pays a 1.56% dividend while Carvana Co pays none. Which is the better fit depends on your goals.
| CVNA | DIS | |
|---|---|---|
Market Cap | $50.41B | $166.48B |
Sector | Consumer Cyclical | Media |
52-Week High | $95.69 | $122.94 |
52-Week Low | $56.27 | $92.40 |
Enterprise Value | $53.06B | $208.16B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.56% |
Signals from Pluang's Aura AI — not financial advice
Carvana (CVNA) trades at $65.02, down 1.23% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong revenue growth to $20.32 billion in 2025 and a net income of $1.41 billion, though it missed Q3 2025 EPS estimates. Recent corporate actions include stock splits, and cash flow from operations remains positive at $1.04 billion in 2025. Analyst consensus is a Buy with a $93.62 price target, indicating significant upside potential from current levels.
The outlook for CVNA is mixed; robust revenue growth and improving profitability support bullish sentiment, but high valuation ratios (P/E of 37.65) and technical bearishness pose risks. Investors should weigh the company's scaling efficiency and market share gains against debt levels and competitive pressures in the e-commerce auto sector. The stock's proximity to support at $64 suggests near-term volatility, but analyst targets imply confidence in long-term value.
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
Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage.
Read more on CVNA →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 →