DIS vs. V
DIS (The Walt Disney Company) and V (Visa Inc.) are both stocks. DIS operates in Entertainment (Communication Services), while V operates in Credit Services (Financial Services). Over the past 10 years, DIS returned 0.99%/yr vs 15.98%/yr for V. At a 0.47 correlation, their price movements are largely independent.
Performance
DIS vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -12.07% return, which is significantly lower than V's -7.69% return. Over the past 10 years, DIS has underperformed V with an annualized return of 0.99%, while V has yielded a comparatively higher 15.98% annualized return.
DIS
- 1D
- -0.30%
- 1M
- -2.61%
- YTD
- -12.07%
- 6M
- -9.75%
- 1Y
- -14.24%
- 3Y*
- 2.95%
- 5Y*
- -10.41%
- 10Y*
- 0.99%
V
- 1D
- 1.05%
- 1M
- -1.03%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -7.91%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
DIS vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -12.07% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
Correlation
The correlation between DIS and V is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.47 |
The correlation between DIS and V shifts across timeframes, from 0.34 (3 years) to 0.47 (all time), reflecting how their relationship changes across market environments.
Fundamentals
DIS:
$6.25
V:
$15.24
DIS:
16.00
V:
21.16
DIS:
0.22
V:
1.30
DIS:
1.85
V:
10.93
DIS:
$97.26B
V:
$43.03B
DIS:
$36.14B
V:
$16.94B
DIS:
$20.74B
V:
$27.63B
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Return for Risk
DIS vs. V — Risk / Return Rank
DIS
V
DIS vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) and Visa Inc. (V). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DIS | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.92 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | -0.73 | +0.14 |
| Martin ratioReturn relative to average drawdown | -1.18 | -1.57 | +0.39 |
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Drawdowns
DIS vs. V - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for DIS and V.
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Drawdown Indicators
| DIS | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -51.90% | -33.76% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -17.18% | -7.79% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -20.38% | -12.48% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -28.60% | -28.73% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -36.36% | -24.36% |
Current DrawdownCurrent decline from peak | -49.29% | -12.96% | -36.33% |
Average DrawdownAverage peak-to-trough decline | -26.78% | -8.26% | -18.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.47% | 10.73% | +1.74% |
Volatility
DIS vs. V - Volatility Comparison
The Walt Disney Company (DIS) and Visa Inc. (V) have volatilities of 5.56% and 5.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIS | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.57% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 19.26% | 17.57% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 22.35% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.33% | 22.82% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.77% | 24.45% | +4.32% |
Dividends
DIS vs. V - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.25%, more than V's 0.81% 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% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
DIS vs. V - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company and Visa 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. V - 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%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
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%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
DIS and V have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
V has higher volatility (5.57%) compared to DIS (5.56%). In terms of maximum drawdown, DIS dropped -85.66% vs V's -51.90%.
V currently has the higher Sharpe Ratio (-0.56 vs -0.61), 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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