Added to YB: 2024-10-23
Pitch date: 2024-10-21
DIS [bullish]
The Walt Disney Company
+17.02%
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
$95.37
Price Target
130.00 (+16%)
Dividend
1.38%
EV/EBITDA
11.36
P/E
15.89
EV/Sales
2.53
Sector
Entertainment
Category
growth
Show full summary:
Revisiting the Disney Thesis
DIS: $130 PT in 2-3 yrs. Experiences div driving 64% OI YTD, $60B investment plan. Streaming profitable, bundling opportunity. Strong film slate for 2025, $7B+ box office potential. ESPN adapting well, retaining key rights. Risks: linear TV decline, Hulu valuation. Base case: $1B OI beat in FY25/26. Upside to $120+ in 12mo, $130+ in 2-3yrs.
Read full article (10 min)