Disney Stock Performance

DIS
 Stock
  

USD 120.14  2.53  2.06%   

On a scale of 0 to 100, Disney holds a performance score of 7. The firm shows a Beta (market volatility) of 1.3853, which means a somewhat significant risk relative to the market. Let's try to break down what Disney's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Disney will likely underperform. Although it is important to respect Walt Disney historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Walt Disney technical indicators, you can presently evaluate if the expected return of 0.23% will be sustainable into the future. Please utilizes Walt Disney downside deviation, jensen alpha, as well as the relationship between the Jensen Alpha and downside variance to make a quick decision on whether Disney price patterns will revert.
  
Disney Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Walt Disney are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak forward indicators, Disney reported solid returns over the last few months and may actually be approaching a breakup point. ...more

Structure and Payout Changes

Last Split Factor
10000:9865
Dividend Date
2020-01-16
Ex Dividend Date
2019-12-13
Last Split Date
2007-06-13

Disney Price Channel

Quick Ratio0.87
Fifty Two Week Low90.23
Fifty Two Week High187.58

Disney Relative Risk vs. Return Landscape

If you would invest  10,583  in Walt Disney on May 21, 2022 and sell it today you would earn a total of  1,431  from holding Walt Disney or generate 13.52% return on investment over 90 days. Walt Disney is generating 0.2281% of daily returns assuming volatility of 2.1839% on return distribution over 90 days investment horizon. In other words, 18% of stocks are less volatile than Disney, and above 96% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Disney is expected to generate 1.89 times more return on investment than the market. However, the company is 1.89 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 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 = 0.1044

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Estimated Market Risk
 2.18
  actual daily
 
 18 %
of total potential
 
1818
Expected Return
 0.23
  actual daily
 
 4 %
of total potential
 
44
Risk-Adjusted Return
 0.1
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average Disney is performing at about 7% 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.

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 2022
Effect of Exchange Rate Changes on Cash31 M33.4 M
Return on Investment 21.19  19.77 
Return on Average Assets 0.1  0.08 
Return on Average Equity 0.21  0.17 
Return on Invested Capital 0.24  0.21 
Return on Sales 0.25  0.21 

Things to note about Walt Disney

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.

Disney Alerts

Equity Alerts and Improvement Suggestions

About 64.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.forbes.com: Up 30 percent Over The Last Month, Is Walt Disney Stock Poised To Rally Further - Forbes
Continue to Investing Opportunities. 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Complementary Tools for Disney Stock analysis

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
223.6 B
Quarterly Revenue Growth YOY
0.26
Return On Assets
0.0209
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.