Walt Disney Stock Fundamentals
| DIS Stock | USD 113.92 0.21 0.18% |
Walt Disney fundamentals help investors to digest information that contributes to Disney's financial success or failures. It also enables traders to predict the movement of Disney Stock. The fundamental analysis module provides a way to measure Disney's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Disney stock.
At this time, Disney's Selling General Administrative is comparatively stable compared to the past year. Cost Of Revenue is likely to gain to about 96.5 B in 2024, whereas EBIT is likely to drop slightly above 6.1 B in 2024. Disney | Select Account or Indicator |
Walt Disney Company Operating Margin Analysis
Disney's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Disney Operating Margin | 0.13 % |
Most of Disney's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Walt Disney is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Disney Operating Margin Historical Pattern
Today, most investors in Disney Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Disney's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Disney operating margin as a starting point in their analysis.
Disney Operating Margin |
| Timeline |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Disney Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Walt Disney has an Operating Margin of 0.1289%. This is 98.18% lower than that of the Entertainment sector and significantly higher than that of the Communication Services industry. The operating margin for all United States stocks is 102.34% lower than that of the firm.
Walt Disney Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Disney's current stock value. Our valuation model uses many indicators to compare Disney value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Disney competition to find correlations between indicators driving Disney's intrinsic value. More Info.Walt Disney is one of the top stocks in return on equity category among related companies. It is one of the top stocks in return on asset category among related companies reporting about 0.83 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Walt Disney is roughly 1.21 . At this time, Disney's Return On Equity is comparatively stable compared to the past year.Comparative valuation analysis is a catch-all model that can be used if you cannot value Disney by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Disney's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Disney's earnings, one of the primary drivers of an investment's value.Disney Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Disney's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Disney could also be used in its relative valuation, which is a method of valuing Disney by comparing valuation metrics of similar companies.Disney is currently under evaluation in operating margin category among related companies.
Disney ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Disney's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Disney's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Disney Fundamentals
| Return On Equity | 0.039 | ||||
| Return On Asset | 0.0322 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 253.86 B | ||||
| Shares Outstanding | 1.83 B | ||||
| Shares Owned By Insiders | 0.07 % | ||||
| Shares Owned By Institutions | 67.67 % | ||||
| Number Of Shares Shorted | 19.66 M | ||||
| Price To Earning | 56.03 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 2.32 X | ||||
| Revenue | 88.9 B | ||||
| Gross Profit | 29.7 B | ||||
| EBITDA | 15.24 B | ||||
| Net Income | 3.39 B | ||||
| Cash And Equivalents | 14.18 B | ||||
| Cash Per Share | 6.52 X | ||||
| Total Debt | 46.43 B | ||||
| Debt To Equity | 0.45 % | ||||
| Current Ratio | 1.00 X | ||||
| Book Value Per Share | 53.55 X | ||||
| Cash Flow From Operations | 9.87 B | ||||
| Short Ratio | 1.79 X | ||||
| Earnings Per Share | 1.63 X | ||||
| Price To Earnings To Growth | 0.81 X | ||||
| Target Price | 117.16 | ||||
| Number Of Employees | 173.25 K | ||||
| Beta | 1.39 | ||||
| Market Capitalization | 208.58 B | ||||
| Total Asset | 205.58 B | ||||
| Retained Earnings | 46.09 B | ||||
| Working Capital | 1.62 B | ||||
| Current Asset | 16.97 B | ||||
| Current Liabilities | 16.84 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.38 % | ||||
| Net Asset | 205.58 B | ||||
| Last Dividend Paid | 0.3 |
About Disney Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Walt Disney's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Disney using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Walt Disney based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 7.1 B | 4.1 B | |
| Total Revenue | 102.2 B | 107.3 B | |
| Cost Of Revenue | 91.9 B | 96.5 B | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.00 | 0.00 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.05) | (0.05) | |
| Revenue Per Share | 43.77 | 45.96 | |
| Ebit Per Revenue | 0.04 | 0.04 |
Disney Investors Sentiment
The influence of Disney's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Disney. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Disney's public news can be used to forecast risks associated with an investment in Disney. The trend in average sentiment can be used to explain how an investor holding Disney can time the market purely based on public headlines and social activities around Walt Disney. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Disney's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Disney's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Disney's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Disney.
Disney Implied Volatility | 35.82 |
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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Disney in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Disney's short interest history, or implied volatility extrapolated from Disney options trading.
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.Moving together with Disney Stock
| 0.78 | SE | Sea Financial Report 21st of May 2024 | PairCorr |
| 0.8 | NFLX | Netflix Financial Report 17th of July 2024 | PairCorr |
Moving against Disney Stock
| 0.82 | WBD | Warner Bros Discovery Aggressive Push | PairCorr |
| 0.77 | TU | Telus Corp Earnings Call Next Week | PairCorr |
| 0.73 | ROKU | Roku Inc Earnings Call Tomorrow | PairCorr |
| 0.72 | SJ | Scienjoy Holding Corp Report 26th of April 2024 | PairCorr |
| 0.68 | PARA | Paramount Global Class Earnings Call This Week | PairCorr |
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 instruments. 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.Check out Disney Piotroski F Score and Disney Altman Z Score analysis. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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.
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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.