Disney Stock Buy Hold or Sell Recommendation

DIS
 Stock
  

USD 121.57  3.88  3.30%   

Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Walt Disney is 'Strong Buy'. Macroaxis provides Disney buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Disney positions. The advice algorithm takes into account all of Disney's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Disney's buy-and-hold perspective. Continue to Disney Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Disney and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Walt Disney.

Execute Disney Buy or Sell Advice

The Disney recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Walt Disney. Macroaxis does not own or have any residual interests in Walt Disney or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Disney's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell DisneyBuy Disney
Strong Buy

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Responds to the marketDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Walt Disney has a Risk Adjusted Performance of 0.1197, Jensen Alpha of 0.099, Total Risk Alpha of 0.0697, Sortino Ratio of 0.0658 and Treynor Ratio of 0.1417
Macroaxis provides advice on Walt Disney to complement and cross-verify current analyst consensus on Walt Disney. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Disney is not overpriced, please confirm all Walt Disney fundamentals, including its debt to equity, total asset, and the relationship between the ebitda and earnings per share . Given that Walt Disney has a price to earning of 77.94 X, we urge you to verify Walt Disney market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Disney Trading Alerts and Improvement Suggestions

About 65.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.kiplinger.com: Stock Market Today Disney Earnings Keep Dow Above Water - Kiplingers Personal Finance

Disney current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Disney analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Disney analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Recommendation Mean2.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Disney Returns Distribution Density

The distribution of Disney's historical returns is an attempt to chart the future uncertainty of Disney's future price movements. The chart of the probability distribution of Disney stock daily returns describes the distribution of returns around its average expected value. We use Walt Disney price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Disney returns is essential to provide solid investment advice for Disney stock.
Mean Return0.21Value At Risk-3.76
Potential Upside3.98Standard Deviation2.28
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Disney historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Disney Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Disney or Communication Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Disney stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Disney stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.1
β
Beta against DOW1.41
σ
Overall volatility
2.28
Ir
Information ratio 0.06

Disney Volatility Alert

Walt Disney has relatively low volatility with skewness of 0.19 and kurtosis of -0.73. However, we advise all investors to independently investigate Walt Disney to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Disney's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Disney's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Disney Implied Volatility

Disney's implied volatility" href="/stock-options/DIS/Walt-Disney">Disney's implied volatility exposes the market's sentiment of Walt Disney stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Disney's implied volatility" href="/stock-options/DIS/Walt-Disney">Disney's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Disney stock will not fluctuate a lot when Disney's options" href="/stock-options/DIS/Walt-Disney">Disney's options are near their expiration.

Disney Fundamentals Vs Peers

Comparing Disney's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Disney's direct or indirect competition across all of the common fundamentals between Disney and the related equities. This way, we can detect undervalued stocks with similar characteristics as Disney or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Disney's fundamental indicators could also be used in its relative valuation, which is a method of valuing Disney by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Disney to competition
FundamentalsDisneyPeer Average
Return On Equity3.13 %(0.31) %
Return On Asset1.76 %(0.14) %
Profit Margin3.46 %(1.27) %
Operating Margin14.07 %(5.51) %
Current Valuation250.87 B16.62 B
Shares Outstanding1.82 B571.82 M
Shares Owned by Insiders0.15 %10.09 %
Shares Owned by Institutions64.75 %39.21 %
Number of Shares Shorted20.89 M4.71 M
Price to Earning77.94 X28.72 X
Price to Book2.34 X9.51 X
Price to Sales2.80 X11.42 X
Revenue76.62 B9.43 B
Gross Profit22.29 B27.38 B
EBITDA10.78 B3.9 B
Net Income2.7 B570.98 M
Cash and Equivalents13.27 B2.7 B
Cash per Share7.29 X5.01 X
Total Debt52.02 B5.32 B
Debt to Equity0.50 %48.70 %
Current Ratio1.06 X2.16 X
Book Value Per Share50.27 X1.93 K
Cash Flow from Operations5.66 B971.22 M
Short Ratio1.82 X4.00 X
Earnings Per Share1.51 X3.12 X
Price to Earnings To Growth0.67 X4.89 X
Number of Employees152 K18.84 K
Beta1.25-0.15
Market Capitalization214.37 B19.03 B
Total Asset92.03 B29.47 B
Retained Earnings68.27 B9.33 B
Working Capital124 M1.48 B
Current Asset16.97 B9.34 B
   Acquisition by Michael Froman of 958 shares of Disney subject to Rule 16b-3 [view details]

About Disney Buy or Sell Advice

When is the right time to buy or sell Walt Disney? Buying financial instruments such as Disney Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Disney investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2011 2016 2021 2022 (projected)
Receivables9.06 B13.37 B8.63 B8.4 B
Inventories1.39 B1.33 B1.37 B1.59 B

Use Investing Ideas to Build Portfolios

In addition to having Disney in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Insurance Thematic Idea Now

Insurance
Insurance Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Theme or any other thematic opportunities.
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Continue to Disney Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Walt Disney information on this page should be used as a complementary analysis to other Disney's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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When running Walt Disney 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 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 YOY
0.55
Market Capitalization
214.4 B
Quarterly Revenue Growth YOY
0.26
Return On Assets
0.0205
Return On Equity
0.0344
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 Disney value 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.