Walt Disney Stock Analysis

DIS Stock  USD 107.64  0.03  0.03%   
Walt Disney is overvalued with Real Value of 98.21 and Target Price of 99.54. The main objective of Disney stock analysis is to determine its intrinsic value, which is an estimate of what Walt Disney is worth, separate from its market price. There are two main types of Disney's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Disney's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Disney's stock to identify patterns and trends that may indicate its future price movements.
The Disney stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Disney is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. Disney Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Disney's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Walt Disney. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.

Disney Stock Analysis Notes

About 67.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. Walt Disney has Price/Earnings To Growth (PEG) ratio of 0.53. The entity last dividend was issued on the 5th of July 2024. The firm had 10000:9865 split on the 13th of June 2007. The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The Walt Disney Company was founded in 1923 and is based in Burbank, California. Disney operates under Entertainment And Broadcasting classification in the United States and is traded on New York Stock Exchange. To learn more about Walt Disney call Bob Iger at 818 560 1000 or check out https://www.thewaltdisneycompany.com.

Disney Quarterly Total Revenue

23.55 Billion

Walt Disney Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Disney's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Walt Disney or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Walt Disney has a strong financial position based on the latest SEC filings
About 67.0% of the company shares are held by institutions such as insurance companies
On 10th of January 2024 Disney paid $ 0.3 per share dividend to its current shareholders
Latest headline from telegraph.co.uk: Avatar The Last Airbender, review adored millennial cartoon becomes Gen-Z crowdpleaser

Walt Disney Upcoming and Recent Events

Earnings reports are used by Disney to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Disney previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
8th of May 2024
Upcoming Quarterly Report
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14th of August 2024
Next Financial Report
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31st of March 2024
Next Fiscal Quarter End
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13th of November 2024
Next Fiscal Year End
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31st of December 2023
Last Quarter Report
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30th of September 2023
Last Financial Announcement
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Disney Largest EPS Surprises

Earnings surprises can significantly impact Disney's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2001-11-08
2001-09-300.070.06-0.0114 
2003-11-20
2003-09-300.150.170.0213 
2003-07-31
2003-06-300.160.190.0318 
View All Earnings Estimates

Disney SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Disney prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Disney investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Walt Disney specific information freely available to individual and institutional investors to make a timely investment decision.
13th of February 2024
Unclassified Corporate Event
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7th of February 2024
Financial Statements and Exhibits. Other Events. Results of Operations and Financial Condition
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26th of January 2024
Unclassified Corporate Event
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22nd of December 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
30th of November 2023
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year
View
29th of November 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
8th of November 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
6th of November 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View

Disney Thematic Classifications

In addition to having Disney stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Music and Video Idea
Music and Video
Music, video and movies
Compulsion Idea
Compulsion
Addiction driven consumer products and services
Entertainment Idea
Entertainment
USA Equities from Entertainment industry as classified by Fama & French
Giant Impact Idea
Giant Impact
Public companies with mega capitalization
Disruptive Technologies Idea
Disruptive Technologies
Firms and ETFs that are involved or betting on industries or trends that are projected to experience exponential growth
Millennials Best Idea
Millennials Best
Firms that are involved in making products or providing services to millennials
Robots And Drones Idea
Robots And Drones
Cross-sector firms and funds that develop or invest in technology that can replicate repetitive human actions
Corona Opportunity Idea
Corona Opportunity
Coronavirus related entities to consider during and after the outbreak
Social Domain Idea
Social Domain
Companies that are actively involved or directly contribute to the development of various social networking technologies
Driverless Cars Idea
Driverless Cars
Large and mid-sized firms, as well as ETFs that are involved in or betting on the self-driving cars market
Impulse Idea
Impulse
Macroaxis evolving impulse stocks

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 originate 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.
Shares
Royal Bank Of Canada2023-09-30
14.9 M
Loomis, Sayles & Company Lp2023-09-30
14.4 M
Goldman Sachs Group Inc2023-09-30
13.1 M
Newport Trust Co.2023-09-30
12.5 M
Franklin Resources Inc2023-12-31
12.5 M
T. Rowe Price Associates, Inc.2023-12-31
11.7 M
Amundi2023-09-30
11.7 M
Massachusetts Financial Services Company2023-12-31
11.3 M
Ubs Asset Mgmt Americas Inc2023-12-31
11 M
Vanguard Group Inc2023-09-30
149.9 M
Blackrock Inc2023-09-30
118.7 M
Note, although Disney's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Disney Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 197.5 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Disney's market, we take the total number of its shares issued and multiply it by Disney's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Disney Profitablity

Disney's profitability indicators refer to fundamental financial ratios that showcase Disney's ability to generate income relative to its revenue or operating costs. If, let's say, Disney is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Disney's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Disney's profitability requires more research than a typical breakdown of Disney's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.03 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.13 %, which entails that for every 100 dollars of revenue, it generated $0.13 of operating income.
Last ReportedProjected for 2024
Return on Investment 4.00  4.11 
Return on Average Assets 0.01  0.01 
Return on Average Equity 0.02  0.02 
Return on Invested Capital 0.05  0.05 
Return on Sales 0.05  0.05 

Management Efficiency

Walt Disney has Return on Asset of 0.0322 % which means that on every $100 spent on assets, it made $0.0322 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.039 %, implying that it generated $0.039 on every 100 dollars invested. Disney's management efficiency ratios could be used to measure how well Disney manages its routine affairs as well as how well it operates its assets and liabilities. Return on Investment is likely to gain to 4.11 in 2024. Return on Average Assets is likely to gain to 0.01 in 2024. At this time, Disney's Tax Assets are comparatively stable as compared to the past year. Revenue to Assets is likely to gain to 0.55 in 2024, whereas Current Assets are likely to drop slightly above 33.2 B in 2024.
Last ReportedProjected for 2024
Book Value per Share 62.46  54.87 
Enterprise Value over EBIT 33.30  35.93 
Enterprise Value over EBITDA 20.53  22.09 
Price to Book Value 1.34  1.96 
Tangible Assets Book Value per Share 51.50  48.79 
Enterprise Value211.6 B232.8 B
Tangible Asset Value94.1 B86.8 B
The analysis of Disney's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Disney's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Disney Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0084
Forward Dividend Yield
0.0084
Forward Dividend Rate
0.9
Beta
1.384

Technical Drivers

As of the 23rd of February, Disney shows the Semi Deviation of 1.08, downside deviation of 1.27, and Risk Adjusted Performance of 0.0802. Walt Disney technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to collect and analyze data for nineteen technical drivers for Walt Disney, which can be compared to its rivals. Please confirm Walt Disney downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to decide if Walt Disney is priced favorably, providing market reflects its regular price of 107.64 per share. Given that Disney has jensen alpha of 0.0654, we urge you to verify Walt Disney's prevailing market performance to make sure the company can sustain itself at a future point.

Walt Disney Price Movement Analysis

Execute Study
The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Disney middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Walt Disney. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Disney Outstanding Bonds

Disney issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Walt Disney uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Disney bonds can be classified according to their maturity, which is the date when Walt Disney has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Disney Predictive Daily Indicators

Disney intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Disney stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Disney Forecast Models

Disney's time-series forecasting models are one of many Disney's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Disney's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Disney Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Disney prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Disney shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Disney. By using and applying Disney Stock analysis, traders can create a robust methodology for identifying Disney entry and exit points for their positions.
Last ReportedProjected for 2024
Operating Margin 6.50  6.67 
EBITDA Margin 0.10  0.15 
Gross Margin 0.30  0.33 
Profit Margin 0.02  0.02 

Current Disney Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Disney analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Disney analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
99.54Strong Buy29Odds
Walt Disney current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Disney analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Disney stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Walt Disney, talking to its executives and customers, or listening to Disney conference calls.
Disney Analyst Advice Details

Disney Stock Analysis Indicators

Walt Disney stock analysis indicators help investors evaluate how Disney stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Disney shares will generate the highest return on investment. By understating and applying Disney stock analysis, traders can identify Disney position entry and exit signals to maximize returns.
Begin Period Cash Flow11.7 B
Long Term Debt42.1 B
Common Stock Shares Outstanding1.8 B
Total Stockholder Equity99.3 B
Total Cashflows From Investing Activities-4.6 B
Tax Provision1.4 B
Quarterly Earnings Growth Y O Y0.486
Property Plant And Equipment Net34.9 B
Cash And Short Term Investments14.2 B
Cash14.2 B
Accounts Payable-6.1 B
Net Debt32.2 B
50 Day M A96.119
Total Current Liabilities31.1 B
Other Operating Expenses79.9 B
Non Current Assets Total172.8 B
Forward Price Earnings23.1481
Non Currrent Assets Other11.1 B
Stock Based Compensation1.1 B
When determining whether Walt Disney is a strong investment it is important to analyze Disney's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Disney's future performance. For an informed investment choice regarding Disney Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Walt Disney. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

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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.