Side by sideApple (AAPL) and Disney (DIS)Memos of October 11, 2026 and October 13, 2026
Apple vs Disney stock: the numbers side by side (October 2026)
How do Apple and Disney compare?
| Apple AAPL | Disney DIS | |
|---|---|---|
| Revenue growth | 6.4%Sep 2025 | 3.4%Sep 2025 |
| Operating margin | 32.0%Sep 2025 | 13.8%Sep 2025 |
| Free cash flow | 98,767US$ millions · Sep 2025 | 10,077US$ millions · Sep 2025 |
| Free cash flow yield | 2.0%Today (Oct 11, 2026) | 5.4%Today (Oct 13, 2026) |
| Dividend yield | 0.3%Today (Oct 11, 2026) | 1.4%Today (Oct 13, 2026) |
| P/E, last 12 months | 38.6xToday (Oct 11, 2026) | 22.4xToday (Oct 13, 2026) |
| P/E, next 12 months | 35.0xToday (Oct 11, 2026) | 14.5xToday (Oct 13, 2026) |
| Weighted price forecast, about 1 year | 315.27 (-6 %)October 2027 | 113.86 (+6 %)October 2027 |
| Weighted price forecast, about 3 years | 313.03 (-6 %)October 2029 | 126.81 (+21 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Apple | The higher figure |
| Operating margin | Apple | The higher figure |
| Free cash flow | Apple | The higher figure |
| Free cash flow yield | Disney | The higher figure |
| Dividend yield | Disney | The higher figure |
| P/E, last 12 months | Disney | The lower figure |
| P/E, next 12 months | Disney | The lower figure |
| Weighted price forecast, about 1 year | Disney | The higher weighted return |
| Weighted price forecast, about 3 years | Disney | The higher weighted return |
What does each company do?
Apple sells iPhones, Macs, iPads, wearables and services to consumers and organizations.
Apple (AAPL), from our memo of October 11, 2026 · Apple stock forecast
Disney sells films, television and streaming, sports, park visits, holidays and merchandise to viewers, distributors, advertisers, guests, shoppers and licensees.
Disney (DIS), from our memo of October 13, 2026 · Disney stock forecast