Professional
Added to YB: 2024-06-24
Pitch date: 2024-06-21
DIS [bullish]
The Walt Disney Company
+10.6%
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
$100.90
Price Target
N/A
Dividend
1.38%
EV/EBITDA
11.36
P/E
15.89
EV/Sales
2.53
Sector
Entertainment
Category
value
Show full summary:
Bireme Capital Portfolio Holding: The Walt Disney Company
DIS: Experiences (parks+) driving growth w/ $18B EBIT by '30 (10% CAGR). Streaming losses mask valuable IP; bundle of Disney+, Hulu, ESPN+ to drive profits. DTC 15%+ margin potential. Experiences justifies current EV; rest of biz at discount. Became a top position in Q1.
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