The Walt Disney Company

NYSE:DIS Stock Report

Market Cap: US$193.8b

Walt Disney Management

Management criteria checks 2/4

Walt Disney's CEO is Bob Iger, appointed in Nov 2022, has a tenure of 2.17 years. total yearly compensation is $31.73M, comprised of 2.7% salary and 97.3% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth $27.13M. The average tenure of the management team and the board of directors is 4.1 years and 3.7 years respectively.

Key information

Bob Iger

Chief executive officer

US$31.7m

Total compensation

CEO salary percentage2.7%
CEO tenure2.2yrs
CEO ownership0.01%
Management average tenure4.1yrs
Board average tenure3.7yrs

Recent management updates

Recent updates

Mickey's Moment Is Here: Upgrading Disney To Buy For 2 Reasons

Jan 14

Is It Too Late To Consider Buying The Walt Disney Company (NYSE:DIS)?

Jan 13
Is It Too Late To Consider Buying The Walt Disney Company (NYSE:DIS)?

Disney And FuboTV Tie The Knot: This Changes Everything

Jan 06

Return Trends At Walt Disney (NYSE:DIS) Aren't Appealing

Dec 10
Return Trends At Walt Disney (NYSE:DIS) Aren't Appealing

Disney Stock: Moana 2 Sells Out Theaters And A Nice Dividend Boost For Christmas

Dec 06

We Ran A Stock Scan For Earnings Growth And Walt Disney (NYSE:DIS) Passed With Ease

Nov 29
We Ran A Stock Scan For Earnings Growth And Walt Disney (NYSE:DIS) Passed With Ease

Bullish On Disney, But Average-In On Price-Decline Days

Nov 27

Disney's Trump Recession Risk (Rating Downgrade)

Nov 21

Wall Street Lunch: House Of Mouse Gets Some Momentum

Nov 14

Disney Is Heading Into Earnings: Challenges, Legacy, And The Path Forward

Nov 04

Is Walt Disney (NYSE:DIS) Using Too Much Debt?

Oct 31
Is Walt Disney (NYSE:DIS) Using Too Much Debt?

Disney's Movie Pipeline Shows Promise Amid Tech-Led Hollywood

Oct 21

The Walt Disney Company (NYSE:DIS) Shares Could Be 24% Below Their Intrinsic Value Estimate

Oct 20
The Walt Disney Company (NYSE:DIS) Shares Could Be 24% Below Their Intrinsic Value Estimate

Walt Disney: No Significant Upside Potential At Current Valuation

Oct 14

Disney: Deeply Undervalued As Turnaround Brings Results

Oct 08

Disney Shares Are Headed Upwards (Technical Analysis)

Sep 30

The Disney Magic Is Not Gone Forever

Sep 23

Disney, DIRECTV, The Blackout, And The Next Phase Of The Pay-TV Revolution

Sep 07

When Should You Buy The Walt Disney Company (NYSE:DIS)?

Sep 06
When Should You Buy The Walt Disney Company (NYSE:DIS)?

Disney Is A Strong Buy: The Flywheel Is Spinning Again

Aug 27

Walt Disney (NYSE:DIS) Hasn't Managed To Accelerate Its Returns

Aug 26
Walt Disney (NYSE:DIS) Hasn't Managed To Accelerate Its Returns

Solid Earnings Reflect Walt Disney's (NYSE:DIS) Strength As A Business

Aug 15
Solid Earnings Reflect Walt Disney's (NYSE:DIS) Strength As A Business

The Charts And Insider Buying Agree Disney Is At Support (Technical Analysis)

Aug 15

Disney's Slump Is An Overreaction

Aug 08

How Disney Turned A Problem Area Inside Out Ahead Of Critical Earnings Period

Aug 02

Disney: The Moat Has Long Dried Up In The New World Of Media Free For All

Jul 26

These 4 Measures Indicate That Walt Disney (NYSE:DIS) Is Using Debt Reasonably Well

Jul 23
These 4 Measures Indicate That Walt Disney (NYSE:DIS) Is Using Debt Reasonably Well

Disney: Caitlin Clark And The WNBA Might Spark Some Disney Magic

Jul 18

What The Walt Disney Company's (NYSE:DIS) P/S Is Not Telling You

Jul 11
What The Walt Disney Company's (NYSE:DIS) P/S Is Not Telling You

Disney: Still Missing The Magic

Jul 08

Disney Is Back On Track

Jul 01

A Look At The Intrinsic Value Of The Walt Disney Company (NYSE:DIS)

Jun 26
A Look At The Intrinsic Value Of The Walt Disney Company (NYSE:DIS)

Disney: Great Opener For Inside Out 2 May Divert Attention From Bearish Signals

Jun 20

Disney's Q2 Earnings Sparkle With Shares Still Trading At An Undervaluation

Jun 13

Disney: 3 Reasons To Buy The Drop

Jun 06

Should You Think About Buying The Walt Disney Company (NYSE:DIS) Now?

Jun 02
Should You Think About Buying The Walt Disney Company (NYSE:DIS) Now?

CEO Compensation Analysis

How has Bob Iger's remuneration changed compared to Walt Disney's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 28 2024n/an/a

US$5b

Jun 29 2024n/an/a

US$5b

Mar 30 2024n/an/a

US$2b

Dec 30 2023n/an/a

US$3b

Sep 30 2023US$32mUS$865k

US$2b

Jul 01 2023n/an/a

US$2b

Apr 01 2023n/an/a

US$4b

Dec 31 2022n/an/a

US$3b

Oct 01 2022US$18mUS$1m

US$3b

Jul 02 2022n/an/a

US$3b

Apr 02 2022n/an/a

US$3b

Jan 01 2022n/an/a

US$3b

Oct 02 2021US$46mUS$3m

US$2b

Jul 03 2021n/an/a

US$1b

Apr 03 2021n/an/a

-US$4b

Jan 02 2021n/an/a

-US$5b

Oct 03 2020US$21mUS$2m

-US$3b

Jun 27 2020n/an/a

-US$1b

Mar 28 2020n/an/a

US$5b

Dec 28 2019n/an/a

US$10b

Sep 28 2019US$48mUS$3m

US$10b

Jun 29 2019n/an/a

US$12b

Mar 30 2019n/an/a

US$13b

Dec 29 2018n/an/a

US$11b

Sep 29 2018US$66mUS$3m

US$13b

Compensation vs Market: Bob's total compensation ($USD31.73M) is above average for companies of similar size in the US market ($USD12.51M).

Compensation vs Earnings: Bob's compensation has increased by more than 20% in the past year.


CEO

Bob Iger (73 yo)

2.2yrs

Tenure

US$31,729,955

Compensation

Mr. Robert A. Iger, also known as Bob, served as Venture Partner at Thrive Capital Management, LLC since joining the firm in September 2022. He serves as Director at WFC LA, Inc. He took advisory role for...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Iger
CEO & Director2.2yrsUS$31.73m0.014%
$ 27.1m
Horacio Gutierrez
Senior EVP and Chief Legal & Compliance Officer2.9yrsUS$11.65m0.0018%
$ 3.5m
Kristina Schake
Senior EVP & Chief Communications Officer2.8yrsUS$3.94m0.00075%
$ 1.5m
Sonia Coleman
Senior EVP & Chief Human Resources Officer1.8yrsUS$4.03m0.000050%
$ 96.9k
Hugh Johnston
Senior Executive VP & CFO1.1yrsno data0.00039%
$ 755.8k
Carlos Gomez
Executive Vice President of Corporate Finance & Treasurer4.7yrsno datano data
Ronald Iden
Senior VP & Chief Security Officer4.5yrsno datano data
Brent Woodford
Executive Vice President of Controllershipno datano data0.0026%
$ 5.1m
Mahesh Samat
Executive Vice President of Disney Consumer Products Commercialization for the Asia Pacific region6.2yrsno datano data
Rita Ferro
President of Advertising Sales14.6yrsno datano data
Luke Kang
President of Asia Pacific4.1yrsno datano data
Tiffany Rende
Senior Vice President of Marketing Partnerships11.4yrsno datano data

4.1yrs

Average Tenure

60yo

Average Age

Experienced Management: DIS's management team is considered experienced (4.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Iger
CEO & Director2.2yrsUS$31.73m0.014%
$ 27.1m
Maria Lagomasino
Independent Director9.1yrsUS$408.67k0.00016%
$ 310.1k
Michael Froman
Independent Director6.3yrsUS$379.16k0.00048%
$ 930.3k
James Gorman
Independent Chairman of the Boardless than a yearno data0.0011%
$ 2.1m
Derica Rice
Independent Director5.8yrsUS$408.59k0%
$ 0
D. Darroch
Independent Directorless than a yearno data0.000060%
$ 116.3k
John Landgraf
Chairman of FX Networks & FX Productions7yrsno datano data
Gary Knell
Chairman of National Geographic Partnersno datano datano data
Carolyn Everson
Independent Director2.2yrsUS$319.72k0.000010%
$ 19.4k
Mary Barra
Independent Director7.4yrsUS$365.77k0.000010%
$ 19.4k
Calvin McDonald
Independent Director3.7yrsUS$379.42k0.00074%
$ 1.4m
Amy Chang
Independent Director3.7yrsUS$419.83k0.00058%
$ 1.1m

3.7yrs

Average Tenure

62yo

Average Age

Experienced Board: DIS's board of directors are considered experienced (3.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 04:30
End of Day Share Price 2025/01/17 00:00
Earnings2024/09/28
Annual Earnings2024/09/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Walt Disney Company is covered by 89 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David HeasmanAccountability Research Corporation
Hannah KleivenArete Research Services LLP
Andrew Charles BealeArete Research Services LLP