Added to YB: 2025-11-18
Pitch date: 2025-11-16
DIS [neutral]
The Walt Disney Company
+5.53%
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
$194.3B
Pitch Price
$105.75
Price Target
N/A
Dividend
1.38%
EV/EBITDA
11.36
P/E
15.89
EV/Sales
2.53
Sector
Entertainment
Category
growth
From Theme Parks to Bundles: How Disney’s Financial Resilience and YouTube TV Deal Redefine Entertainment
DIS (earnings): FY25 adj EPS +19% to $5.93, FCF $10.1B. DTC streaming profitable at 10% margin target, 196M subs. Entertainment segment income +19%, Sports +20%, Experiences record $10B operating income. Plans $7B buybacks 2026 (vs $3.5B in 2025), 50% dividend hike to $1.50. Risks: cord-cutting, sports rights inflation, macro headwinds on parks.
Read full article (10 min)