Disney Buy or Sell Recommendation

Macroaxis provides The Walt Disney Company buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Disney positions. The advice algorithm takes into account all of The Walt Disney Company available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Disney buy-and-hold prospective. Additionally see Disney Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon


Risk Tolerance

Execute Advice
The Walt Disney Company -- USA Stock  

USD 98.75  0.32  0.33%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding The Walt Disney Company is 'Strong Hold'.
For the selected time horizon The Walt Disney Company has a risk adjusted performance of (0.027649), jensen alpha of (0.21), total risk alpha of (0.49), sortino ratio of 0.0 and treynor ratio of (0.14)
Macroaxis provides buy, hold, or sell suggestion on The Walt Disney to complement and cross-verify current analyst consensus on The Walt Disney Company. Our buy, hold, or sell recommendation engine determines the organization potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure Disney is not overpriced, please confirm all The Walt Disney fundamentals including its Shares Owned by Insiders, Cash and Equivalents, Number of Employees, as well as the relationship between Price to Sales and Book Value Per Share . Given that The Walt Disney has Price to Earning of 17.40 times, we urge you verify The Walt Disney Company market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Returns Distribution Density

Mean Return-0.1Value At Risk-1.6234
Potential Upside0.95Standard Deviation1.194
 Return Density 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares98.8 M10.5 B
Blackrock IncCommon Shares85.2 M9.1 B
State Street CorpCommon Shares66.8 M7.1 B
State Farm Mutual Automobile Insurance CoCommon Shares42.2 M4.5 B
Fmr LlcCommon Shares31.8 M3.4 B
Bank Of New York Mellon CorpCommon Shares26.4 M2.8 B
Morgan StanleyCommon Shares20.5 M2.2 B
Susquehanna International Group LlpCall Options7.9 M844.3 M

Disney Greeks

Alpha over DOW
βBeta against DOW= 0.74 
Overall volatility
= 1.19 
 IrInformation ratio =(0.20) 

Disney Volatility Alert

The Walt Disney Company exhibits very low volatility with skewness of -2.33 and kurtosis of 7.55. However, we advise investors to further study The Walt Disney Company technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare Disney to competition
FundamentalsDisneyPeer Average
Return On Equity19.94 % (15.17) %
Return On Asset9.57 % (15.64) %
Profit Margin16.22 % (5.50) %
Operating Margin25.33 % (10.91) %
Current Valuation164.45 B152.14 B
Shares Outstanding1.54 B1.43 B
Shares Owned by Insiders4.32 % 6.91 %
Shares Owned by Institutions63.30 % 18.37 %
Number of Shares Shorted15.88 M3.24 M
Price to Earning17.40 times40.69 times
Price to Book3.69 times14.44 times
Price to Sales2.73 times17.81 times
Revenue55.5 B9.85 B
Gross Profit25.64 B21.75 B
EBITDA16.82 B1.41 B
Net Income9 B517.71 M
Cash and Equivalents4.34 B3.89 B
Cash per Share2.81 times5.17 times
Total Debt22.19 B7.36 B
Debt to Equity48.10 times0.72 times
Current Ratio1.00 times3.30 times
Book Value Per Share26.58 times13.64 times
Cash Flow from Operations12.43 B1.25 B
Short Ratio2.08 times2.09 times
Earnings Per Share5.64 times2.30 times
Price to Earnings To Growth2.20 times1.22 times
Number of Employees195 K10.67 K
Market Capitalization151.42 B29.78 B
Total Asset92.03 B126.86 B
Retained Earnings66.09 B38.24 B
Working Capital124 M3.58 B
Current Asset16.97 B36.8 B
Strong Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Disney exotic insider transaction detected [view details]
Risk Adjusted Performance(0.027649)
Market Risk Adjusted Performance(0.13)
Mean Deviation0.7372
Coefficient Of Variation(1,235)
Standard Deviation1.19
Information Ratio(0.20)
Jensen Alpha(0.21)
Total Risk Alpha(0.49)
Treynor Ratio(0.14)
Maximum Drawdown5.96
Value At Risk(1.62)
Potential Upside0.95

Current Valuation

Disney Current Valuation Analysis
The Walt Disney Company is rated as one of the top companies in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Entertainment And Broadcasting industry is currently estimated at about 293.2 Billion. Disney totals roughly 164.45 Billion in current valuation claiming about 56% of equities under Entertainment And Broadcasting industry.