Added to YB: 2025-08-14
Pitch date: 2025-06-27
DIS [bullish]
The Walt Disney Company
-14.15%
current return
Author Info
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Company Info
The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific.
Market Cap
$189.7B
Pitch Price
$123.47
Price Target
N/A
Dividend
1.40%
EV/EBITDA
11.30
P/E
15.76
EV/Sales
2.47
Sector
Entertainment
Category
growth
Show full summary:
The Walt Disney Company - $DIS
DIS: Disney+ approaching Netflix domestically (57M vs 90M), strong ARPU increases without sub loss. Parks delivering 26% ROIIC historically, $60B capex plan targeting 15-20% ROI for $9-12B additional EBIT by 2033. Main risks: Netflix's data advantage, questionable leadership decisions. Upside in $80s or with stronger international streaming performance.
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