Disney Net Invested Capital from 2010 to 2024
| DIS Stock | USD 113.92 0.21 0.18% |
Net Invested Capital | First Reported 2010-12-31 | Previous Quarter 167.6 B | Current Value 133 B | Quarterly Volatility 40.6 B |
Check Disney financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Disney main balance sheet or income statement drivers, such as Interest Expense of 1.5 B, Total Revenue of 107.3 B or Gross Profit of 6.9 B, as well as many exotic indicators such as Price To Sales Ratio of 1.84, Dividend Yield of 0.0079 or PTB Ratio of 3.14. Disney financial statements analysis is a perfect complement when working with Disney Valuation or Volatility modules.
Disney | Net Invested Capital |
Latest Disney's Net Invested Capital Growth Pattern
Below is the plot of the Net Invested Capital of Walt Disney over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. Disney's Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Disney's overall financial position and show how it may be relating to other accounts over time.
| Net Invested Capital | 10 Years Trend |
|
Net Invested Capital |
| Timeline |
Disney Net Invested Capital Regression Statistics
| Arithmetic Mean | 103,104,823,810 | |
| Geometric Mean | 95,744,996,592 | |
| Coefficient Of Variation | 39.41 | |
| Mean Deviation | 38,526,612,064 | |
| Median | 69,647,000,000 | |
| Standard Deviation | 40,638,653,447 | |
| Sample Variance | 1651500154T | |
| Range | 101B | |
| R-Value | 0.87 | |
| Mean Square Error | 421366188.7T | |
| R-Squared | 0.76 | |
| Significance | 0.000021 | |
| Slope | 7,937,983,214 | |
| Total Sum of Squares | 23121002156.1T |
Disney Net Invested Capital History
About Disney Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Disney income statement, its balance sheet, and the statement of cash flows. Disney investors use historical funamental indicators, such as Disney's Net Invested Capital, to determine how well the company is positioned to perform in the future. Although Disney investors may use each financial statement separately, they are all related. The changes in Disney's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Disney's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Disney Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Disney. Please read more on our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Net Invested Capital | 167.6 B | 133 B |
Pair Trading with Disney
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Disney position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Disney will appreciate offsetting losses from the drop in the long position's value.Moving together with Disney Stock
| 0.78 | SE | Sea Financial Report 21st of May 2024 | PairCorr |
| 0.8 | NFLX | Netflix Financial Report 17th of July 2024 | PairCorr |
Moving against Disney Stock
| 0.82 | WBD | Warner Bros Discovery Aggressive Push | PairCorr |
| 0.77 | TU | Telus Corp Earnings Call Next Week | PairCorr |
| 0.73 | ROKU | Roku Inc Earnings Call Tomorrow | PairCorr |
| 0.72 | SJ | Scienjoy Holding Corp Report 26th of April 2024 | PairCorr |
| 0.68 | PARA | Paramount Global Class Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Disney could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disney when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Disney - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Walt Disney to buy it.
The correlation of Disney is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Disney moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Walt Disney moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Disney can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Disney Correlation against competitors. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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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Is Disney's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Disney. If investors know Disney will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Disney listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.486 | Dividend Share 0.3 | Earnings Share 1.63 | Revenue Per Share 48.605 | Quarterly Revenue Growth 0.002 |
The market value of Walt Disney is measured differently than its book value, which is the value of Disney that is recorded on the company's balance sheet. Investors also form their own opinion of Disney's value that differs from its market value or its book value, called intrinsic value, which is Disney's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Disney's market value can be influenced by many factors that don't directly affect Disney's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Disney's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disney is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disney's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.