Added to YB: 2024-10-23
Pitch date: 2024-10-21
DIS [bullish]
The Walt Disney Company
+5.87%
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
$171.5B
Pitch Price
$93.99
Price Target
130.00 (+31%)
Dividend
1.52%
EV/EBITDA
10.30
P/E
15.79
EV/Sales
2.26
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)