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Added to YB: 2024-07-16

Pitch date: 2024-07-14

DIS [bullish]

The Walt Disney Company

+15.66%

current return

Author Info

Company Info

The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific.

Market Cap

$194.3B

Pitch Price

$96.49

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:
Professional Investment Theses Compilation #2 - The Walt Disney Company

DIS: Undervalued at $97.13, 20.4x FWD P/E. Experiences segment alone may justify $177.1B market cap. Streaming losses & cable declines hit profits, but growth potential in Disney+, Hulu, ESPN+. Focus on margin improvement via price hikes, reduced content spend, bundling. Strong IP & content. Long-term growth potential in experiences & streaming.

Read full article (1 min)