Walt Disney Stock Performance

DIS Stock  USD 122.36  1.38  1.14%   
On a scale of 0 to 100, Disney holds a performance score of 20. The firm shows a Beta (market volatility) of 0.56, which means possible diversification benefits within a given portfolio. As returns on the market increase, Disney's returns are expected to increase less than the market. However, during the bear market, the loss of holding Disney is expected to be smaller as well. Please check Disney's downside variance, and the relationship between the sortino ratio and accumulation distribution , to make a quick decision on whether Disney's price patterns will revert.

Risk-Adjusted Performance

20 of 100

 
Low
 
High
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Walt Disney are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak forward indicators, Disney unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
1.14
Five Day Return
4.65
Year To Date Return
34.89
Ten Year Return
52.82
All Time Return
131.6 K
Forward Dividend Yield
0.0074
Payout Ratio
0.075
Last Split Factor
10000:9865
Forward Dividend Rate
0.9
Dividend Date
2024-07-25
 
Disney dividend paid on 10th of January 2024
01/10/2024
1
Bernstein raises Disney PT, expects positive impact from password-sharing crackdown
02/20/2024
2
Broadways Baayork Lee Directs City Springs Theatre Companys March Production of Disneys Beauty and the Beast
02/26/2024
3
NatGeos Photographer flips the lens to focus on visual storytellers
03/15/2024
4
Aryan Khans DYavol Xs Denim Jacket Priced At Rs 99,000 Gets Sold Out Within 24 Hours
03/18/2024
5
Dan Schneider Speaks Out After Watching Quiet on Set It Hurts Really Bad for Me
03/19/2024
6
Trade Desk Stock Up 3,800 percent Since 2016. Ready To Run Again
03/21/2024
7
Wizards of Waverly Place fans lament Selena Gomezs limited screen time in reboot
03/22/2024
8
Pirates of the Caribbean producer makes revelation about future of the franchise
03/26/2024
Begin Period Cash Flow11.7 B
Total Cashflows From Investing Activities-4.6 B
  

Disney Relative Risk vs. Return Landscape

If you would invest  9,029  in Walt Disney on December 29, 2023 and sell it today you would earn a total of  3,207  from holding Walt Disney or generate 35.52% return on investment over 90 days. Walt Disney is generating 0.5086% of daily returns assuming volatility of 1.9044% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Disney, and above 90% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Disney is expected to generate 3.35 times more return on investment than the market. However, the company is 3.35 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

Disney Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Disney's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Walt Disney, and traders can use it to determine the average amount a Disney's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.267

Best PortfolioBest Equity
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Estimated Market Risk

 1.9
  actual daily
16
84% of assets are more volatile

Expected Return

 0.51
  actual daily
10
90% of assets have higher returns

Risk-Adjusted Return

 0.27
  actual daily
20
80% of assets perform better
Based on monthly moving average Disney is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Disney by adding it to a well-diversified portfolio.

Disney Fundamentals Growth

Disney Stock prices reflect investors' perceptions of the future prospects and financial health of Disney, and Disney fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Disney Stock performance.

About Disney Performance

To evaluate Walt Disney Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Disney generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Disney Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Walt Disney market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Disney's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.03  0.03 

Things to note about Walt Disney performance evaluation

Checking the ongoing alerts about Disney for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Walt Disney help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
About 68.0% of the company shares are held by institutions such as insurance companies
Latest headline from independent.co.uk: Pirates of the Caribbean producer makes revelation about future of the franchise
Evaluating Disney's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Disney's stock performance include:
  • Analyzing Disney's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Disney's stock is overvalued or undervalued compared to its peers.
  • Examining Disney's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Disney's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Disney's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Disney's stock. These opinions can provide insight into Disney's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Disney's stock performance is not an exact science, and many factors can impact Disney's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Walt Disney is a strong investment it is important to analyze Disney's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Disney's future performance. For an informed investment choice regarding Disney Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Walt Disney. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for Disney Stock analysis

When running Disney's price analysis, check to measure Disney's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Disney is operating at the current time. Most of Disney's value examination focuses on studying past and present price action to predict the probability of Disney's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Disney's price. Additionally, you may evaluate how the addition of Disney to your portfolios can decrease your overall portfolio volatility.
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Is Disney's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Disney. If investors know Disney will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Disney listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.486
Dividend Share
0.3
Earnings Share
1.63
Revenue Per Share
48.605
Quarterly Revenue Growth
0.002
The market value of Walt Disney is measured differently than its book value, which is the value of Disney that is recorded on the company's balance sheet. Investors also form their own opinion of Disney's value that differs from its market value or its book value, called intrinsic value, which is Disney's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Disney's market value can be influenced by many factors that don't directly affect Disney's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Disney's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disney is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disney's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.