Disney Return on Investment from 2010 to 2023

Stocks . USA . 
Stock . Walt Disney
DIS Stock  USD 94.22  1.02  1.09%   
Disney Return on Investment yearly trend continues to be comparatively stable with very little volatility. Return on Investment will likely drop to 19.31 in 2023. From the period from 2010 to 2023, Disney Return on Investment quarterly data regression had r-value of(0.42) and coefficient of variation of  62.25.
  
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 Direct Expenses of 30.6 B, Consolidated Income of 7.9 B or Cost of Revenue of 36 B, as well as many exotic indicators such as Interest Coverage of 37.14, Long Term Debt to Equity of 0.4 or Calculated Tax Rate of 34.78. Disney financial statements analysis is a perfect complement when working with Disney Valuation or Volatility modules. It can also supplement Disney's financial leverage analysis and stock options assessment as well as various Disney Technical models . Continue to the analysis of Disney Correlation against competitors.

Disney Return on Investment Breakdown

Showing smoothed Return on Investment of Walt Disney with missing and latest data points interpolated. Disney's Return on Investment 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.
Return on Investment10 Years Trend
Down
Slightly volatile
Compare to OthersAll Fundamentals
   Return on Investment   
       Timeline  

Disney Return on Investment Regression Statistics

Arithmetic Mean14.03
Geometric Mean10.90
Coefficient Of Variation62.25
Mean Deviation8.11
Median19.31
Standard Deviation8.73
Sample Variance76.25
Range18.11
R-Value(0.42)
Mean Square Error68.17
R-Squared0.17
Significance0.14
Slope(0.87)
Total Sum of Squares991.29

Disney Return on Investment History

2023 19.31
2022 21.19
2016 4.56
2011 22.67
2010 15.17

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 Return on Investment, 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 ReportedProjected for 2023
Return on Investment 21.19  19.31 

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Our tools can tell you how much better you can do entering a position in Disney without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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.
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 equities. 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.
Pair CorrelationCorrelation Matching
Continue to the analysis of Disney Correlation against competitors. You can also try Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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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
0.159
Earnings Share
1.82
Revenue Per Share
46.293
Quarterly Revenue Growth
0.078
Return On Assets
0.0207
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.
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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 Disney value 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.
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