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Upturn AI SWOT - About
DIS 
Walt Disney Company (DIS)
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Upturn Advisory Summary
04/01/2025: DIS (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 45.66% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 178.43B USD | Price to earnings Ratio 32.05 | 1Y Target Price 126 |
Price to earnings Ratio 32.05 | 1Y Target Price 126 | ||
Volume (30-day avg) 9537388 | Beta 1.41 | 52 Weeks Range 83.54 - 122.58 | Updated Date 04/1/2025 |
52 Weeks Range 83.54 - 122.58 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.01% | Basic EPS (TTM) 3.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.07% | Operating Margin (TTM) 16.78% |
Management Effectiveness
Return on Assets (TTM) 4.25% | Return on Equity (TTM) 5.91% |
Valuation
Trailing PE 32.05 | Forward PE 17.86 | Enterprise Value 217111853990 | Price to Sales(TTM) 1.93 |
Enterprise Value 217111853990 | Price to Sales(TTM) 1.93 | ||
Enterprise Value to Revenue 2.35 | Enterprise Value to EBITDA 14.09 | Shares Outstanding 1807789952 | Shares Floating 1805474895 |
Shares Outstanding 1807789952 | Shares Floating 1805474895 | ||
Percent Insiders 0.06 | Percent Institutions 71.65 |
Analyst Ratings
Rating 4.03 | Target Price 123.99 | Buy 7 | Strong Buy 14 |
Buy 7 | Strong Buy 14 | ||
Hold 10 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Walt Disney Company
Company Overview
History and Background
Founded in 1923, Walt Disney Company evolved from an animation studio to a global entertainment and media empire, marked by innovations in film, theme parks, and streaming.
Core Business Areas
- Disney Entertainment: Includes linear networks (e.g., ESPN, Disney Channel), streaming services (Disney+, Hulu, ESPN+), and content studios (e.g., Walt Disney Pictures, Pixar, Marvel Studios).
- ESPN: Dedicated to sports-related content and programming across various platforms.
- Disney Parks, Experiences and Products: Encompasses theme parks and resorts, cruise lines, and consumer products licensing.
Leadership and Structure
CEO: Robert Iger. Organizational structure: Segmented into Disney Entertainment, ESPN, and Disney Parks, Experiences and Products. Each segment is led by a president who reports to the CEO.
Top Products and Market Share
Key Offerings
- Competitors: Netflix, Amazon Prime Video, Paramount+, HBO Max
- Disney+: Streaming service with Disney, Pixar, Marvel, Star Wars, and National Geographic content. Competitors: Netflix, Amazon Prime Video, HBO Max. Market share of streaming globally: Around 8%. Subscribers as of Q4 2023: 150.2 million paid subscribers.
- Competitors: Universal Studios, SeaWorld, Six Flags
- Disney Parks: Theme parks and resorts worldwide. Competitors: Universal Studios, SeaWorld. Market share of theme park attendance in North America: ~40% . Revenue from theme parks and experiences Q4 2023: $8.39 billion.
- Competitors: Warner Bros. Discovery (DC Films)
- Marvel Cinematic Universe (MCU): A franchise of superhero films and television series. Revenue from Marvel films in 2023: ~2.5 Billion. Competitors: DC Comics. Market Share: Leads superhero film market.
Market Dynamics
Industry Overview
The entertainment industry is undergoing a significant shift towards streaming, with increasing competition for content and subscribers. Theme parks are recovering from pandemic-related disruptions. Traditional linear TV is facing decline.
Positioning
Disney holds a dominant position in family entertainment, leveraging its iconic brands and diverse business segments. Its competitive advantages include strong brand recognition, a vast content library, and a global presence.
Total Addressable Market (TAM)
The global entertainment and media market is estimated to be around $2.5 trillion. Disney is positioned to capture a significant portion of this TAM through its diverse offerings in streaming, theme parks, and content production.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Vast content library
- Diverse revenue streams
- Global presence
- Loyal customer base
Weaknesses
- High content production costs
- Linear TV decline
- Reliance on box office performance
- Integration challenges from acquisitions
- Cord-cutting impact
Opportunities
- Expansion of streaming services internationally
- Development of new immersive experiences
- Leveraging IP across platforms
- Strategic partnerships
- Growth in digital advertising
Threats
- Intensifying competition in streaming
- Economic downturns affecting consumer spending
- Changing consumer preferences
- Piracy and copyright infringement
- Geopolitical risks
Competitors and Market Share
Key Competitors
- NFLX
- PARA
- CMCSA
Competitive Landscape
Disney's competitive advantage lies in its iconic brands and diverse ecosystem. Competitors like Netflix focus primarily on streaming, while Comcast has strength in cable and NBC Universal Studios. Paramount (PARA) focuses on TV & Film production and streaming.
Major Acquisitions
21st Century Fox
- Year: 2019
- Acquisition Price (USD millions): 71300
- Strategic Rationale: Acquisition of 21st Century Fox expanded Disney's content library, providing more content for streaming services and theatrical releases.
Growth Trajectory and Initiatives
Historical Growth: Disney experienced consistent growth driven by theme parks, film studios, and cable networks. Streaming has been a significant growth driver in recent years.
Future Projections: Analysts project continued growth in streaming subscribers and a recovery in theme park attendance. Focus on DTC profitability is expected. Revenue growth estimated around 5-8% annually.
Recent Initiatives: Focus on streaming profitability, cost-cutting measures, reorganization of business segments, investment in new content and technology.
Summary
The Walt Disney Company is a strong entertainment giant with a vast library and recognizable IP. The company's strengths lie in its theme parks and streaming services, but profitability is still being worked on. Its weaknesses include the high cost of content production and linear TV decline which it is hoping to mitigate through cost savings initiatives. Looking ahead, Disney should focus on expanding streaming internationally and growing its presence in digital advertising.
Similar Companies
- NFLX
- CMCSA
- PARA
- GOOG
- AAPL
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Market Research Reports
- Industry News Publications
- Statista
- Company Press Releases
- Third party analyst reports from firms like Goldman Sachs and JP Morgan
Disclaimers:
The data provided is based on publicly available information and analyst estimates. Accuracy is not guaranteed. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Walt Disney Company
Exchange NYSE | Headquaters Burbank, CA, United States | ||
IPO Launch date 1957-11-12 | CEO & Director Mr. Robert A. Iger | ||
Sector Communication Services | Industry Entertainment | Full time employees 177080 | Website https://thewaltdisneycompany.com |
Full time employees 177080 | Website https://thewaltdisneycompany.com | ||
The Walt Disney Company operates as an entertainment company worldwide. It operates through 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 offers 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 comprising 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 Walt Disney Company was founded in 1923 and is based in Burbank, California.
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