Disney Stock Performance

DIS -  USA Stock  

USD 176.02  2.33  1.31%

The firm shows a Beta (market volatility) of 0.956, which means possible diversification benefits within a given portfolio. Let's try to break down what Disney's beta means in this case. Disney returns are very sensitive to returns on the market. As the market goes up or down, Disney is expected to follow. Even though it is essential to pay attention to Walt Disney historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Walt Disney exposes twenty-one different technical indicators, which can help you to evaluate its performance. Walt Disney has an expected return of -0.0751%. Please be advised to confirm Walt Disney downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to decide if Walt Disney performance from the past will be repeated at some point in the near future.

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 Disney 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. Even with relatively invariable forward indicators, Disney is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more

Disney Price Channel

Quick Ratio1.07
Fifty Two Week Low113.37
Target High Price230.00
Fifty Two Week High203.02
Trailing Annual Dividend Yield0.50%
Target Low Price147.00

Disney Relative Risk vs. Return Landscape

If you would invest  18,551  in Walt Disney on May 1, 2021 and sell it today you would lose (949.00)  from holding Walt Disney or give up 5.12% of portfolio value over 90 days. Walt Disney is generating negative expected returns assuming volatility of 1.2914% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Disney, and above 99% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Disney is expected to under-perform the market. In addition to that, the company is 1.74 times more volatile than its market benchmark. It trades about -0.06 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.05 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 = -0.0582

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Negative ReturnsDIS
Estimated Market Risk
  actual daily
 11 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 0 %
of total potential
Based on monthly moving average Disney is performing at about 0% 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.

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 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 2021
Effect of Exchange Rate Changes on Cash31 M33.4 M
Return on Investment 21.19  20.43 
Return on Average Assets 0.1  0.08 
Return on Average Equity 0.21  0.17 
Return on Invested Capital 0.24  0.21 
Return on Sales 0.25  0.22 
The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The company was founded in 1923 and is based in Burbank, California. Disney operates under Entertainment classification in the United States and is traded on New York Stock Exchange. It employs 170000 people.

Things to note about Walt Disney

Checking the ongoing alerts about Disney for important developments is a great way to find new opportunities for your next move. Our 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.

Disney Alerts

Equity Alerts and Improvement Suggestions

Walt Disney generates negative expected return over the last 90 days
Walt Disney was previously known as Ultra Oil Gas and was traded on NYSEArca Exchange under the symbol DIG.
The company reported the last year's revenue of 58.35 B. Reported Net Loss for the year was (4.49 B) with profit before taxes, overhead, and interest of 21.51 B.
About 67.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.marketwatch.com: Walt Disney to Require U.S. Employees to be Vaccinated - MarketWatch
Continue to Investing Opportunities. Note that the Walt Disney information on this page should be used as a complementary analysis to other Disney's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Walt Disney 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 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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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 Walt Disney underlying business (such as 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 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.