Disney Stock Buy Hold or Sell Recommendation
| DIS Stock | USD 81.25 1.48 1.79% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Walt Disney is 'Buy'. Macroaxis provides Disney 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 Disney's available fundamental, technical, and predictive indicators you will find on this site.
Real Value 97.65 | Target Price 111.58 | Hype Value 81.27 | Market Value 81.25 | Naive Value 83.15 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Walt Disney given historical horizon and risk tolerance towards Disney. When Macroaxis issues a 'buy' or 'sell' recommendation for Walt Disney, the advice is generated through an automated system that utilizes algorithms and statistical models.
Disney |
Execute Disney Buy or Sell Advice
The Disney recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Walt Disney. Macroaxis does not own or have any residual interests in Walt Disney or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Disney's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Disney Trading Alerts and Improvement Suggestions
| Walt Disney generated a negative expected return over the last 90 days | |
| Walt Disney is unlikely to experience financial distress in the next 2 years | |
| Walt Disney has a poor financial position based on the latest SEC disclosures | |
| About 65.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Markets News, Sept. 20, 2023 Stocks Sink as Fed Signals One ... - Investopedia |
Disney Returns Distribution Density
The distribution of Disney's historical returns is an attempt to chart the uncertainty of Disney's future price movements. The chart of the probability distribution of Disney stock daily returns describes the distribution of returns around its average expected value. We use Walt Disney price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Disney returns is essential to provide solid investment advice for Disney.
| Mean Return | -0.12 | Value At Risk | -3.07 | Potential Upside | 1.50 | Standard Deviation | 1.48 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Disney historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Disney Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Disney is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Walt Disney backward and forwards among themselves. Disney's institutional investor refers to the entity that pools money to purchase Disney's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Last Transaction | Type | Shares | Value | Vanguard Group Inc | 2023-06-30 | Common Shares | 148.9 M | 13.3 B | State Street Corp | 2023-06-30 | Common Shares | 73.1 M | 6.5 B | State Farm Mutual Automobile Insurance Co | 2023-06-30 | Common Shares | 33.8 M | 3 B | Wellington Management Group Llp | 2023-06-30 | Common Shares | 12 M | 1.1 B | Ubs Asset Management Americas Inc | 2023-06-30 | Common Shares | 9 M | 900.4 M | Ubs Group Ag | 2023-06-30 | Common Shares | 7.6 M | 674.8 M | Susquehanna International Group Llp | 2023-06-30 | Common Shares | 7.4 M | 660.5 M | Wells Fargo Company | 2023-06-30 | Common Shares | 7.1 M | 636.2 M | Swiss National Bank | 2023-06-30 | Common Shares | 6.6 M | 589 M | Trian Fund Management Lp | 2023-06-30 | Common Shares | 6.4 M | 573.6 M | Sumitomo Mitsui Trust Holdings Inc | 2023-06-30 | Common Shares | 5 M | 446.4 M |
Disney Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Disney or Entertainment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Disney's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Disney stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.12 | |
β | Beta against NYSE Composite | 0.91 | |
σ | Overall volatility | 1.50 | |
Ir | Information ratio | -0.08 |
Disney Volatility Alert
Walt Disney exhibits very low volatility with skewness of -0.09 and kurtosis of 2.07. However, we advise investors to further study Walt Disney technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Disney's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Disney's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.Disney Implied Volatility
Disney's implied volatility exposes the market's sentiment of Walt Disney stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Disney's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Disney stock will not fluctuate a lot when Disney's options are near their expiration.
Disney Fundamentals Vs Peers
Comparing Disney's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Disney's direct or indirect competition across all of the common fundamentals between Disney and the related equities. This way, we can detect undervalued stocks with similar characteristics as Disney or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Disney's fundamental indicators could also be used in its relative valuation, which is a method of valuing Disney by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Disney to competition |
| Fundamentals | Disney | Peer Average |
| Return On Equity | 0.0272 | -0.31 |
| Return On Asset | 0.0237 | -0.14 |
| Profit Margin | 0.0257 % | (1.27) % |
| Operating Margin | 0.09 % | (5.51) % |
| Current Valuation | 200.44 B | 16.62 B |
| Shares Outstanding | 1.83 B | 571.82 M |
| Shares Owned by Insiders | 0.05 % | 10.09 % |
| Shares Owned by Institutions | 65.00 % | 39.21 % |
| Number of Shares Shorted | 20.05 M | 4.71 M |
| Price to Earning | 56.03 X | 28.72 X |
| Price to Book | 1.81 X | 9.51 X |
| Price to Sales | 1.99 X | 11.42 X |
| Revenue | 82.72 B | 9.43 B |
| Gross Profit | 28.32 B | 27.38 B |
| EBITDA | 12.08 B | 3.9 B |
| Net Income | 3.55 B | 570.98 M |
| Cash and Equivalents | 11.62 B | 2.7 B |
| Cash per Share | 6.52 X | 5.01 X |
| Total Debt | 48.37 B | 5.32 B |
| Debt to Equity | 0.45 % | 48.70 % |
| Current Ratio | 1.00 X | 2.16 X |
| Book Value Per Share | 53.34 X | 1.93 K |
| Cash Flow from Operations | 6.01 B | 971.22 M |
| Short Ratio | 1.21 X | 4.00 X |
| Earnings Per Share | 1.23 X | 3.12 X |
| Price to Earnings To Growth | 0.76 X | 4.89 X |
| Target Price | 106.04 | |
| Number of Employees | 171.6 K | 18.84 K |
| Beta | 1.28 | -0.15 |
| Market Capitalization | 148.67 B | 19.03 B |
| Total Asset | 203.63 B | 29.47 B |
| Retained Earnings | 43.64 B | 9.33 B |
| Working Capital | 25 M | 1.48 B |
About Disney Buy or Sell Advice
When is the right time to buy or sell Walt Disney? Buying financial instruments such as Disney Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2011 | 2016 | 2022 | 2023 (projected) | Receivables | 9.06 B | 12.65 B | 8.63 B | 8.51 B | Inventories | 1.39 B | 1.74 B | 1.37 B | 1.36 B |
Use Investing Ideas to Build Portfolios
In addition to having Disney in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The ETFs theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ETFs Theme or any other thematic opportunities.
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Check out Disney Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
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.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
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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 1.675 | Earnings Share 1.23 | Revenue Per Share 48.074 | Quarterly Revenue Growth 0.038 | Return On Assets 0.0237 |
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.