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DIS

The Walt Disney Company

DIS

NYSE·Communication Services·Entertainment·Mkt cap $187.7B

$107.58

-0.48%

P/E

22.14

Mkt Cap

$187.7B

52-Wk Range

$92.19–$119.78

52-Week Range

$92.19 - $119.78

P/E

22.14

Fwd P/E

15.58

Beta

1.40

Div Yield

1.39%

Avg Vol

10.0M

Shares Out

1.7B

Mkt Cap

$187.7B

Price action

Price chart

Down 8.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Unmatched portfolio of iconic intellectual property and entertainment franchises (Marvel, Star Wars, Pixar, Disney Animation)
  • Vertically integrated business model enabling content creation, distribution, and monetization across multiple platforms
  • Global theme park and resort ecosystem with strong brand loyalty and pricing power
  • Direct-to-consumer streaming infrastructure with multi-service offerings (Disney+, Hulu, ESPN+)
  • Established distribution networks and retail partnerships worldwide

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Streaming subscriber growth and profitability expansion across Disney+, Hulu, and ESPN+

Value

Undervalued - trading well below Video Streaming peers

Momentum

Strong

+6.2% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.39% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 12, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $2.06 vs $1.86 consensus (+10.8% surprise). Revenue of $25.2B vs $25.4B expected (-0.6%).

EPS beat +10.8%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+10.8%

Revenue trend · last 8Q

+5%

+7%

+2%

-0%

+5%

+7%

+7%

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 26

Q3 26

$22.6B

$24.7B

$23.6B

$23.6B

$22.5B

$26.0B

$25.2B

$25.2B

Margins · last 8Q

Gross

40.2%

Operating

24.4%

Profit

10.4%

Wall Street consensus

13 analysts · 92% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

12

92%

Hold

0%

Sell

1

8%

Median Price Target

Latest: Morgan Stanley · Aug 6, 2026

vs Industry

How DIS stacks vs Entertainment

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.