Disney (Mexico) Performance
| DIS Stock | MXN 1,945 15.41 0.80% |
On a scale of 0 to 100, Disney holds a performance score of 11. The firm shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Disney's returns are expected to increase less than the market. However, during the bear market, the loss of holding Disney is expected to be smaller as well. Please check Disney's treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to make a quick decision on whether Disney's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in The Walt Disney are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Disney showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 16 B | |
| Total Cashflows From Investing Activities | -5 B |
Disney |
Disney Relative Risk vs. Return Landscape
If you would invest 163,223 in The Walt Disney on January 26, 2024 and sell it today you would earn a total of 31,318 from holding The Walt Disney or generate 19.19% return on investment over 90 days. The Walt Disney is generating 0.3133% of daily returns assuming 2.0743% volatility of returns over the 90 days investment horizon. Simply put, 18% of all stocks have less volatile historical return distribution than Disney, and 94% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Disney Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Disney's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Walt Disney, and traders can use it to determine the average amount a Disney's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.151
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| Small Returns | DIS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.07 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.31 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Disney is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Disney by adding it to a well-diversified portfolio.
Disney Fundamentals Growth
Disney Stock prices reflect investors' perceptions of the future prospects and financial health of Disney, and Disney fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Disney Stock performance.
| Return On Equity | 0.035 | |||
| Return On Asset | 0.0207 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 4.14 T | |||
| Shares Outstanding | 1.83 B | |||
| Price To Earning | 93.88 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 39.35 X | |||
| Revenue | 82.72 B | |||
| EBITDA | 11.85 B | |||
| Cash And Equivalents | 12.96 B | |||
| Cash Per Share | 7.11 X | |||
| Total Debt | 45.3 B | |||
| Debt To Equity | 0.49 % | |||
| Book Value Per Share | 52.66 X | |||
| Cash Flow From Operations | 6.01 B | |||
| Earnings Per Share | 33.48 X | |||
| Total Asset | 203.63 B | |||
About Disney Performance
To evaluate Walt Disney Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Disney generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Disney Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Walt Disney market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Disney's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The Walt Disney Company was founded in 1923 and is based in Burbank, California. Disney operates under Entertainment classification in Mexico and is traded on Mexico Stock Exchange. It employs 152000 people.Things to note about Walt Disney performance evaluation
Checking the ongoing alerts about Disney for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Walt Disney help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 65.0% of the company shares are held by institutions such as insurance companies |
- Analyzing Disney's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Disney's stock is overvalued or undervalued compared to its peers.
- Examining Disney's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Disney's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Disney's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Disney's stock. These opinions can provide insight into Disney's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in The Walt Disney. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Complementary Tools for Disney Stock analysis
When running Disney's price analysis, check to measure Disney's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Disney is operating at the current time. Most of Disney's value examination focuses on studying past and present price action to predict the probability of Disney's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Disney's price. Additionally, you may evaluate how the addition of Disney to your portfolios can decrease your overall portfolio volatility.
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