Walt Disney Stock Performance

DIS Stock  USD 101.98  0.29  0.28%   
The firm shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. 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. At this point, Walt Disney has a negative expected return of -0.26%. Please make sure to confirm Disney's standard deviation, treynor ratio, as well as the relationship between the Treynor Ratio and rate of daily change , to decide if Walt Disney performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Walt Disney has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fragile performance in the last few months, the Stock's forward indicators remain comparatively stable which may send shares a bit higher in July 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more

Actual Historical Performance (%)

One Day Return
(0.28)
Five Day Return
1.4
Year To Date Return
12.42
Ten Year Return
23.34
All Time Return
109.7 K
Forward Dividend Yield
0.0088
Payout Ratio
0.179
Last Split Factor
10000:9865
Forward Dividend Rate
0.9
Dividend Date
2024-07-25
1
Disposition of 1857 shares by Sonia Coleman of Disney at 121.92 subject to Rule 16b-3
04/02/2024
2
Daily Beast boss Joanna Coles scrambles to recruit ex-CNN host Brian Stelter amid massive layoffs sources
05/28/2024
3
5 top new shows to stream this week on Netflix, Disney Plus, TV and more
06/18/2024
4
Summer Pilot Buzz What Is Hot At ABC, NBC, CBS and Fox
06/21/2024
Begin Period Cash Flow11.7 B
Total Cashflows From Investing Activities-4.6 B
  

Disney Relative Risk vs. Return Landscape

If you would invest  12,098  in Walt Disney on March 27, 2024 and sell it today you would lose (1,900) from holding Walt Disney or give up 15.71% of portfolio value over 90 days. Walt Disney is generating negative expected returns assuming volatility of 1.6389% on return distribution over 90 days investment horizon. In other words, 14% of stocks are less volatile than Disney, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Disney is expected to under-perform the market. In addition to that, the company is 2.52 times more volatile than its market benchmark. It trades about -0.16 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.02 per unit of volatility.

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 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 = -0.1596

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Negative ReturnsDIS

Estimated Market Risk

 1.64
  actual daily
14
86% of assets are more volatile

Expected Return

 -0.26
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.16
  actual daily
0
Most of other assets perform better
Based on monthly moving average Disney is not performing at its full potential. However, 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 Disney 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.

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.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 13.92  19.31 
Return On Tangible Assets 0.02  0.02 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.03  0.03 

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.
Walt Disney generated a negative expected return over the last 90 days
About 70.0% of the company shares are held by institutions such as insurance companies
Latest headline from deadline.com: Summer Pilot Buzz What Is Hot At ABC, NBC, CBS and Fox
Evaluating Disney's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Disney's stock performance include:
  • 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.
It's essential to remember that evaluating Disney's stock performance is not an exact science, and many factors can impact Disney's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional 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.