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.
Analyst Perspectives | Explore varied analyst targets for Disney, ranging from $140 to $144, reflecting optimism about the company's growth potential and strategic initiatives. |
Financial Projections | Analysts project Disney's EPS to reach $6.56 by fiscal year 2026, with operating margins expected to grow from 14.5% in 2023 to 19.7% by 2027. |
Parks & Cruises Expand | Discover how Disney's theme park business and cruise line expansion are set to boost revenue, with new ships potentially doubling Disney Cruise Line's contribution by 2026. |
Streaming Revolution | Disney's direct-to-consumer offerings, including the upcoming ESPN standalone service, are poised to drive significant growth and margin expansion in the coming years. |
Metrics to compare | DIS | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipDISPeersSector | |
|---|---|---|---|---|
P/E Ratio | 15.8x | 15.9x | 6.0x | |
PEG Ratio | 0.10 | 0.12 | 0.01 | |
Price / Book | 1.8x | 2.2x | 1.8x | |
Price / LTM Sales | 2.1x | 1.0x | 1.5x | |
Upside (Analyst Target) | 20.7% | 45.7% | 27.8% | |
Fair Value Upside | Unlock | 19.5% | 14.7% | Unlock |