Amazon vs Walt Disney: Business Model & Financial Comparison 2026
Amazon · Consumer Cyclical / Internet Retail·Walt Disney · Communication Services / Entertainment
Financial Comparison
| Metric | AMZNAmazon | DISWalt Disney |
|---|---|---|
| Market Cap | $2.23T | $176.08B |
| Revenue (TTM) | $716.92B | $95.72B |
| Revenue Growth | 13.6% | 5.2% |
| Gross Margin | 50.3% | 37.3% |
| Operating Margin | 10.5% | 15.4% |
| Net Margin | 10.8% | 12.8% |
| Return on Equity | 22.3% | 12.0% |
| P/E (Trailing) | 29.0x | 14.6x |
| P/E (Forward) | 22.2x | 13.5x |
| Free Cash Flow | $23.79B | $3.17B |
| Cash | $123.03B | $5.68B |
| Total Debt | $178.55B | $46.64B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Amazon
Amazon stands as the world's largest e-commerce and cloud computing company. Generating $716.92 billion in annual revenue (growing 13.6% year-over-year) and carrying a market capitalization of $2.35 trillion, the company has cemented its position as a foundational player in the global Internet Retail landscape. Under the leadership of Andy Jassy, Amazon continues to execute on a multi-year strategic vision that balances growth investment with sha…
Full Amazon analysis →Walt Disney
The Walt Disney Company stands as a leading company in Communication Services. Generating $95.72 billion in annual revenue (growing 5.2% year-over-year) and carrying a market capitalization of $181.61 billion, the company has cemented its position as a foundational player in the global Entertainment landscape. Under the leadership of its leadership team, The Walt Disney Company continues to execute on a multi-year strategic vision that balances g…
Full Walt Disney analysis →SWOT Analysis Comparison
Strengths
Amazon
- With a market capitalization of $2.35T, Amazon is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller co
- Amazon's gross margin of 50.3% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 10.5% demonstrates disciplined co
- Revenue grew 13.6% year-over-year to $716.92B, indicating strong demand for Amazon's products and services and outperformance relative to many industry peers.
Walt Disney
- With a market capitalization of $181.61B, The Walt Disney Company is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital acc
- The Walt Disney Company maintains a gross margin of 37.3% and operating margin of 15.4%, demonstrating consistent operational execution and cost discipline in a competitive market.
- The Walt Disney Company generated $3.17B in free cash flow, providing financial flexibility to invest in growth initiatives, return capital to shareholders, or strengthen the balance sheet.
Weaknesses
Amazon
- With 1,576,000 employees globally, Amazon faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler compet
- Core retail operates near breakeven — AWS and advertising subsidize the e-commerce business
- Labor costs and warehouse expansion create ongoing capital intensity
Walt Disney
- With 175,560 employees globally, The Walt Disney Company faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller,
Opportunities
Amazon
- Amazon operates in the Internet Retail segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this environment tra
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Amazon'
- With $123.03B in cash and strong free cash flow generation, Amazon is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Walt Disney
- The rapid advancement of generative AI and large language models presents The Walt Disney Company with opportunities to automate operations, enhance products, and develop new AI-native services. Compa
- The Walt Disney Company operates in the Entertainment segment of the broader Communication Services sector, which represents a $2.5 trillion by 2027. Even modest share gains in this environment transl
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for The Wal
Threats
Amazon
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Amazon's revenue is not fully insulated from macroeconomic cycles, and a recession scenario
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Amazon's business m
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
Walt Disney
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. The Walt Disney Company's revenue is not fully insulated from macroeconomic cycles, and a re
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on The Walt Disney Com
- The technology sector evolves at a pace where today's competitive advantages can erode quickly. New entrants with AI-native approaches, open-source alternatives, or disruptive business models could ch
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Open Comparison ToolAmazon vs Walt Disney: FAQ
- Is Amazon bigger than Walt Disney?
- By market capitalization, Amazon is larger at $2.23T vs Walt Disney's $176.08B.
- Which has better profit margins — Amazon or Walt Disney?
- Walt Disney has higher net profit margins (12.8%) compared to Amazon (10.8%). Gross and operating margins are compared in the table above.
- What sectors do Amazon and Walt Disney operate in?
- Amazon operates in the Consumer Cyclical sector (Internet Retail). Walt Disney operates in the Communication Services sector (Entertainment).
- How does Amazon's revenue compare to Walt Disney's?
- Amazon generates $716.92B in annual revenue (TTM) while Walt Disney generates $95.72B. Amazon is the larger company by revenue as of 2026.