Added to YB: 2026-04-17
Pitch date: 2026-04-15
DIS [neutral]
The Walt Disney Company
+0.27%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
Company Info
The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific.
Market Cap
$182.5B
Pitch Price
$103.62
Price Target
N/A
Dividend
1.46%
EV/EBITDA
10.96
P/E
15.16
EV/Sales
2.39
Sector
Entertainment
Category
turnaround
Disney’s Reality Check
DIS (quick overview): New CEO D'Amaro cuts 1,000 jobs (home entertainment, digital marketing, Marvel teams) to trim bloat in secular decline linear TV biz. Trades 17.5x 2026 EPS, 16x 2027. Down -10% YTD, trailing S&P. Author remains bearish until mgmt separates linear TV/ESPN assets.
Read full article (3 min)