CVS Health Corp vs Walt Disney Co — how do they compare? CVS Health Corp trades at $104.32 (market cap $135.48B), while Walt Disney Co trades at $95.8 (market cap $166.48B). The key difference: Walt Disney Co is the larger of the two by market cap, and CVS Health Corp pays the higher dividend (2.51%). Which is the better fit depends on your goals.
| CVS | DIS | |
|---|---|---|
Market Cap | $135.48B | $166.48B |
Sector | Health | Media |
52-Week High | $106.18 | $122.94 |
52-Week Low | $58.75 | $92.40 |
Enterprise Value | $202.02B | $208.16B |
Dividend Yield | 2.51% | 1.56% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $105.9, up 1.68% recently, with a bullish technical signal and strong analyst support (84.6% buy ratings). The company has beaten earnings estimates for three consecutive quarters, including Q1 2026 EPS of $2.57 versus $2.18 expected. Revenue growth remains robust, reaching $402.07B in 2025, though net margins are thin at 0.72%. Recent news highlights a settlement with the FTC advancing prescription drug affordability initiatives.
The outlook is positive given earnings momentum and strategic positioning in healthcare services, but risks include regulatory pressures and margin compression. The consensus price target of $110.62 suggests modest upside from current levels, supported by dividend payments and institutional confidence.
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
Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →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 →