D R Horton Inc vs Walt Disney Co — how do they compare? D R Horton Inc trades at $146.41 (market cap $42.18B), while Walt Disney Co trades at $102.7 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 4.2× D R Horton Inc's market cap, and Walt Disney Co pays the higher dividend (1.45%). Which is the better fit depends on your goals.
| DHI | DIS | |
|---|---|---|
Market Cap | $42.18B | $178.76B |
Sector | Consumer Cyclical | Media |
52-Week High | $184.04 | $118.86 |
52-Week Low | $132.53 | $92.40 |
Enterprise Value | $47.28B | $219.62B |
Dividend Yield | 1.19% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
DHI trades at $146.66, down 2.93% on the day, amid a bearish technical signal. The stock has consistently beaten earnings estimates in recent quarters, including Q2 2026 EPS of $3.20 versus $3.02 expected. However, revenue and net income have trended lower from 2023 peaks, with 2025 revenue at $34.25B and net income at $3.59B. The company maintains a reasonable valuation with a P/E of 14.37 and recently declared a $0.45 dividend payable in August 2026.
The outlook is mixed; strong execution and cash returns support the stock, but lowered guidance and margin pressure from elevated mortgage rates pose headwinds. Analyst consensus is nearly evenly split between Buy and Hold, with a $153 price target suggesting modest upside. Key risks include persistent demand softness in housing and competitive disruption from new entrants like Boxabl.
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
D.R. Horton is a leading homebuilder in the United States with operations in 98 markets across 31 states. D.R. Horton mainly builds single-family detached homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.
Read more on DHI →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 →