DIS vs. META
DIS (The Walt Disney Company) and META (Meta Platforms, Inc.) are both stocks. Both are in the Communication Services sector — DIS in Entertainment, META in Internet Content & Information. Over the past 10 years, DIS returned 0.96%/yr vs 17.64%/yr for META. At a 0.34 correlation, their price movements are largely independent.
Performance
DIS vs. META - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -12.36% return, which is significantly lower than META's -10.09% return. Over the past 10 years, DIS has underperformed META with an annualized return of 0.96%, while META has yielded a comparatively higher 17.64% annualized return.
DIS
- 1D
- 0.37%
- 1M
- -7.73%
- YTD
- -12.36%
- 6M
- -4.67%
- 1Y
- -10.41%
- 3Y*
- 3.46%
- 5Y*
- -10.45%
- 10Y*
- 0.96%
META
- 1D
- -5.51%
- 1M
- -3.24%
- YTD
- -10.09%
- 6M
- -11.79%
- 1Y
- -13.11%
- 3Y*
- 30.15%
- 5Y*
- 12.59%
- 10Y*
- 17.64%
DIS vs. META - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -12.36% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
META Meta Platforms, Inc. | -10.09% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 33.09% | 56.57% | -25.71% | 53.38% |
Correlation
The correlation between DIS and META is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 21, 2012 | 0.34 |
The correlation between DIS and META shifts across timeframes, from 0.21 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DIS:
$176.69B
META:
$1.52T
DIS:
$6.25
META:
$27.47
DIS:
15.95
META:
21.59
DIS:
0.22
META:
0.89
DIS:
1.84
META:
7.09
DIS:
1.63
META:
6.24
DIS:
$97.26B
META:
$214.96B
DIS:
$36.14B
META:
$176.14B
DIS:
$20.74B
META:
$106.31B
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Return for Risk
DIS vs. META — Risk / Return Rank
DIS
META
DIS vs. META - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) and Meta Platforms, Inc. (META). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DIS | META | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.96 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | -0.40 | -0.02 |
| Martin ratioReturn relative to average drawdown | -0.86 | -0.84 | -0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIS | META | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.43 | -0.37 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | 0.29 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.46 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.55 | -0.21 |
Drawdowns
DIS vs. META - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, which is greater than META's maximum drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for DIS and META.
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Drawdown Indicators
| DIS | META | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -76.74% | -8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -33.30% | +8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -34.15% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -76.74% | +19.41% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -76.74% | +16.02% |
Current DrawdownCurrent decline from peak | -49.45% | -24.76% | -24.69% |
Average DrawdownAverage peak-to-trough decline | -26.77% | -15.26% | -11.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.17% | 15.60% | -3.43% |
Volatility
DIS vs. META - Volatility Comparison
The current volatility for The Walt Disney Company (DIS) is 6.18%, while Meta Platforms, Inc. (META) has a volatility of 10.46%. This indicates that DIS experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIS | META | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 10.46% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 27.14% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.32% | 35.52% | -11.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.31% | 44.04% | -14.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.76% | 38.68% | -9.92% |
Dividends
DIS vs. META - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.25%, more than META's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
META Meta Platforms, Inc. | 0.35% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
DIS vs. META - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company and Meta Platforms, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DIS vs. META - Profitability Comparison
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
META - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
META - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
META - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.
Frequently Asked Questions
DIS and META have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.46%) compared to DIS (6.18%). In terms of maximum drawdown, DIS dropped -85.66% vs META's -76.74%.
META currently has the higher Sharpe Ratio (-0.37 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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