Netflix vs The Walt Disney Company: Business Model & Financial Comparison 2026
Netflix · Communication Services / Entertainment
Financial Comparison
| Metric | NFLXNetflix | The Walt Disney Company |
|---|---|---|
| Market Cap | $395.85B | N/A |
| Revenue (TTM) | $45.18B | N/A |
| Revenue Growth | 17.6% | N/A |
| Gross Margin | 48.5% | N/A |
| Operating Margin | 24.5% | N/A |
| Net Margin | 24.3% | N/A |
| Return on Equity | 42.8% | N/A |
| P/E (Trailing) | 36.9x | N/A |
| P/E (Forward) | 24.3x | N/A |
| Free Cash Flow | $24.82B | N/A |
| Cash | $9.06B | N/A |
| Total Debt | $16.98B | N/A |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Netflix
Netflix stands as the global leader in subscription streaming entertainment. Generating $45.18 billion in annual revenue (growing 17.6% year-over-year) and carrying a market capitalization of $420.67 billion, the company has cemented its position as a foundational player in the global Entertainment landscape. Under the leadership of Greg Peters, Netflix continues to execute on a multi-year strategic vision that balances growth investment with sha…
Full Netflix analysis →The Walt Disney Company
The Walt Disney Company is a leading company in the media/entertainment industry. Walt Disney Company (~$91B FY2024 revenue) operates at the intersection of the world's most defensible IP portfolio and one of the most AI-disrupted industries: content production. Disney's moat has always been the irreplaceable emotional resonance of characters and worlds built over a century — Mic
Full The Walt Disney Company analysis →SWOT Analysis Comparison
- With a market capitalization of $420.67B, Netflix is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller
- Netflix's gross margin of 48.5% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 24.5% demonstrates disciplined c
- Revenue grew 17.6% year-over-year to $45.18B, indicating strong demand for Netflix's products and services and outperformance relative to many industry peers.
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- Netflix's debt-to-equity ratio of 63.8 indicates meaningful financial leverage. Total debt stands at $16.98B against $9.06B in cash and equivalents.
- Debt/equity of 63.78 reflects heavy content investment financed with debt
- No live sports rights portfolio compared to Disney/Amazon
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- The rapid advancement of generative AI and large language models presents Netflix with opportunities to automate operations, enhance products, and develop new AI-native services. Companies in Communic
- Netflix 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 translate to meaningfu
- 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 Netflix
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- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Netflix'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 Netflix's business
- 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 ToolNetflix vs The Walt Disney Company: FAQ
- Is Netflix bigger than The Walt Disney Company?
- Both companies are significant players in their respective markets. See the financial comparison table above for current market capitalization data.
- Which has better profit margins — Netflix or The Walt Disney Company?
- See the profitability section of the comparison table above for gross margin, operating margin, and net margin data.
- What sectors do Netflix and The Walt Disney Company operate in?
- Netflix operates in the Communication Services sector (Entertainment). The Walt Disney Company operates in the broader market sector.
- How does Netflix's revenue compare to The Walt Disney Company's?
- See the revenue row in the financial comparison table above for the most current trailing twelve-month revenue figures.