Diageo plc vs Walt Disney Co — how do they compare? Diageo plc trades at $93.87 (market cap $53.05B), while Walt Disney Co trades at $102.27 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 3.4× Diageo plc's market cap, and Diageo plc pays the higher dividend (3.5%). Which is the better fit depends on your goals.
| DEO | DIS | |
|---|---|---|
Market Cap | $53.05B | $178.76B |
Sector | Technology | Media |
52-Week High | $115.33 | $118.86 |
52-Week Low | $72.47 | $92.40 |
Enterprise Value | $72.54B | $219.62B |
Dividend Yield | 3.5% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
Diageo (DEO) trades at $93.61, down 3.6% over 24 hours, with a bullish technical signal from moving averages but overbought RSI readings. The company reported mixed FY2026 results with a 2% organic sales decline but 2% operating profit growth, supported by cost savings. A new $1 billion savings plan and focus on spirits and Guinness aim to drive a turnaround, with cash flow from operations strong at $4.4 billion in 2026.
The outlook is cautiously optimistic, with analyst consensus leaning buy (49%) amid execution of the cost-cutting strategy. Risks include North America weakness and competitive pressures, but valuation metrics like P/E of 30.5 reflect growth expectations. The stock offers potential for recovery if management delivers on efficiency gains and market share stabilization.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
Trailing returns across standard periods
Latest headlines on both assets
Diageo is a global leader in beverage alcohol with an outstanding collection of brands including Johnnie Walker, Smirnoff, and Guinness. It operates a vast portfolio of spirits and beers across more than 180 countries.
Read more on DEO →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 →