DIS Share Price Performance
US$105.30
-9.31 (-8.12%)
21.0% undervalued intrinsic discount
US$133.22
Fair Value
Price US$105.30
AnalystConsensusTarget US$133.22
Cashflow_Queen US$131.50
Bailey US$95.94
Fair ValueUS$133.22
Share Pricen/a
The Walt Disney Company Stock Price
- 4 Narratives written by author
- 6 Comments on narratives written by author
- 758 Fair Values set on narratives written by author
DIS Community Narratives
AN
Fair Value US$133.22 21.0% undervalued intrinsic discount
Global Cruises And Digital Integration Will Expand Market Presence
1users have liked this narrative
0users have commented on this narrative
317users have followed this narrative
CA
Fair Value US$131.5 19.9% undervalued intrinsic discount
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
2users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
BA
Fair Value US$95.94 9.8% overvalued intrinsic discount
Competition And Production Cost Blowouts Will Hurt Cash Flows
13users have liked this narrative
4users have commented on this narrative
16users have followed this narrative
Walt Disney
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.Read more
2users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
CA
US$131.5
19.9% undervalued intrinsic discount
Cashflow_Queen Fair Value
Revenue
4% p.a.
Profit Margin
13%
Future PE
24x
Price in 2030
US$206.92
Walt Disney
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.Read more
13users have liked this narrative
4users have commented on this narrative
16users have followed this narrative
BA
US$95.94
9.8% overvalued intrinsic discount
Bailey Fair Value
Revenue
4.6% p.a.
Profit Margin
7.5%
Future PE
30x
Price in 2028
US$132.73
Walt Disney
Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins
Key Takeaways Disney will transform to a tourism-centered company focusing on parks and resorts, a space lacking any serious competition. I expect sales to grow 4.3% over the next 5 years, primarily driven by Parks.Read more
8users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
GO
US$112.22
6.2% undervalued intrinsic discount
Goran_Damchevski Fair Value
Revenue
4.3% p.a.
Profit Margin
12%
Future PE
20.6x
Price in 2029
US$164.12
Walt Disney
Global Cruises And Digital Integration Will Expand Market Presence
Key Takeaways Accelerated global expansion of theme parks and cruises, especially in emerging markets, is driving revenue growth and increasing pricing power. Strengthened digital and sports offerings, combined with refreshed intellectual property, are enhancing engagement, boosting recurring revenue, and improving profit margins.Read more
1users have liked this narrative
0users have commented on this narrative
317users have followed this narrative
AN
US$133.22
21.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
4.22% p.a.
Profit Margin
11.64%
Future PE
24.67x
Price in 2028
US$174.76
Trending Discussion
Recently Updated Narratives
CA
ESPN’s NFL Power Play: How Disney’s Sports Engine Could Drive the Next Leg of Stock Growth
Fair Value: US$131.5 19.9% undervalued intrinsic discount
12 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
GO
Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins
Fair Value: US$112.22 6.2% undervalued intrinsic discount
13 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BA
Competition And Production Cost Blowouts Will Hurt Cash Flows
Fair Value: US$95.94 9.8% overvalued intrinsic discount
16 followersusers have followed this narrative
4 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
The Walt Disney Company Key Details
About DIS
- Founded
- 1923
- Employees
- 194040
- CEO
- WebsiteView website
The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific. It operates in three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners. It also provides direct-to-consumer streaming services through Disney+, Disney+ Hotstar, and Hulu; sports-related video streaming content through ESPN, ESPN on ABC, ESPN+ DTC, and Star; sale/licensing of film and episodic content to television and video-on-demand services; theatrical, home entertainment, and music distribution services; DVD and Blu-ray discs, electronic home video licenses, and VOD rental services; staging and licensing of live entertainment events; and post-production services. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort, Disneyland Resort, Disneyland Paris, Hong Kong Disneyland Resort, Shanghai Disney Resort, Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney, as well as Aulani, a Disney resort and spa in Hawaii. Further, it licenses its intellectual property (IP) to a third party that owns and operates Tokyo Disney Resort; licenses trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games; operates a direct-to-home satellite distribution platform; sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The company was founded in 1923 and is based in Burbank, California.
