Walt Disney Co vs Humana Inc — how do they compare? Walt Disney Co trades at $103.47 (market cap $178.76B), while Humana Inc trades at $384.9 (market cap $44.77B). The key difference: Walt Disney Co is far larger — about 4× Humana Inc's market cap, and Walt Disney Co pays the higher dividend (1.45%). Which is the better fit depends on your goals.
| DIS | HUM | |
|---|---|---|
Market Cap | $178.76B | $44.77B |
Volume | 7,546,013 | — |
Sector | Media | Health |
52-Week High | $118.86 | $409.42 |
52-Week Low | $92.40 | $163.67 |
Enterprise Value | $219.62B | $52.12B |
Dividend Yield | 1.45% | 0.95% |
Signals from Pluang's Aura AI — not financial advice
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.
Humana (HUM) trades at $386.11, up 0.17% today, with a neutral technical outlook and mixed fundamentals. The stock shows strong revenue growth reaching $129.66B in 2025 but faces margin compression with net income margin declining to 0.88%. Recent Q2 2026 earnings beat expectations with EPS of $7.61 versus $7.27 expected, while management focuses on Medicare Advantage margin expansion and cost reductions.
Outlook remains cautiously optimistic with a consensus price target of $409.93 offering 6% upside potential. Key opportunities include Medicare Advantage growth and operational efficiency gains, while risks involve margin pressure, regulatory changes in healthcare, and competitive threats. Analyst sentiment leans neutral with 57% hold ratings amid ongoing business transformation.
Trailing returns across standard periods
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 →Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →