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.
Financial Outlook | Disney projects high single-digit EPS growth for FY2025, followed by double-digit growth in FY2026 and FY2027, signaling strong future performance |
Analyst Optimism | Multiple firms maintain "Buy" or "Overweight" ratings, with price targets ranging from $120 to $144, reflecting confidence in Disney's growth potential |
Parks Rebound | Disney's Parks and Experiences segment demonstrates resilience, with new cruise ships expected to add over $1 billion in revenue by fiscal year 2026 |
Streaming Success | Disney's Direct-to-Consumer segment shows promise, with margins projected to grow from 0% to over 13% by fiscal year 2028, driven by content and partnerships |
Metrics to compare | DIS | Sector Sector - Average of metrics from a broad group of related Consumer Cyclicals sector companies | Relationship RelationshipDISPeersSector | |
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P/E Ratio | 24.2x | −34.2x | 6.4x | |
PEG Ratio | 0.06 | −0.41 | 0.01 | |
Price / Book | 2.1x | 4.5x | 1.8x | |
Price / LTM Sales | 2.3x | 3.1x | 1.5x | |
Upside (Analyst Target) | 8.5% | 20.3% | 18.3% | |
Fair Value Upside | Unlock | 14.8% | 13.9% | Unlock |