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Upturn AI Summary - About
Walt Disney Company(DIS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DIS
09/25/2026: DIS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The Walt Disney Company is a prominent global entertainment firm with a diversified portfolio spanning film, streaming, sports, and theme parks. Its strength lies in deep, iconic intellectual property and high-margin physical experiences that create a unique competitive advantage. The primary growth opportunity involves scaling its streaming platforms to achieve sustainable, long-term profitability. However, the company faces significant risks from intense competition, the decline of traditional television revenue, and sensitivity to consumer spending cycles. Disney remains a strong consideration for investors seeking exposure to established entertainment franchises, though success is contingent on managing the ongoing transition to a digital-focused business model.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is tied to the transition to streaming profitability rather than rapid, linear expansion. |
| Momentum investor | Mixed fit | Momentum is conditional on positive signals in streaming margins and park attendance trends. |
| Value investor | Strong fit | The valuation reflects the company's established market position and potential for margin expansion. |
| Dividend investor | Mixed fit | The dividend is available but prioritized alongside significant capital investment requirements. |
| Low-risk investor | Mixed fit | The stock carries volatility risk due to the sensitivity of media and travel demand to the economic cycle. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock often fluctuates based on shifts in consumer sentiment and streaming performance. |
| Valuation risk | Medium | Market pricing depends on the successful execution of long-term digital business goals. |
| Competition risk (Streaming and Media) | High | Intense competition for viewer time and subscription dollars creates pressure on margins. |
| Business quality | Strong | The company owns a rare and deep library of intellectual property and physical assets. |
| Dividend income | Medium | Dividend payouts may vary based on corporate capital allocation and restructuring needs. |
| Execution risk | Medium / high | The success of the digital transformation remains critical to future earnings growth. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 34.26% | Avg. Invested days 56 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 183.29B USD | Price to earnings Ratio 21.89 | 1Y Target Price 126.74 |
Price to earnings Ratio 21.89 | 1Y Target Price 126.74 | ||
Volume (30-day avg) 8.1M shares | Beta 1.41 | 52 Weeks Range 91.49 - 115.42 | Updated Date 09/27/2026 |
52 Weeks Range 91.49 - 115.42 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 1.42% | Basic EPS (TTM) 4.85 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Entertainment | Film production, TV networks, and Disney+ streaming subscriptions. | This is how they monetize their creative content, currently focused on streaming growth. |
| Experiences | Theme parks, cruise lines, resorts, and consumer merchandise. | A stable, high-margin generator that converts brand loyalty into physical spending. |
| Sports | ESPN broadcasting, cable sports networks, and sports streaming. | A powerful driver of advertising and subscription revenue that is essential for live audience engagement. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 21.89 | Forward PE 13.81 | Enterprise Value 219.50B | Price to Sales(TTM) 1.85 |
Enterprise Value 219.50B | Price to Sales(TTM) 1.85 | ||
Enterprise Value to Revenue 2.22 | Enterprise Value to EBITDA 10.93 | Shares Outstanding 1.73B | Shares Floating 1.72B |
Shares Outstanding 1.73B | Shares Floating 1.72B | ||
Percent Insiders 0.06 | Percent Institutions 78.57 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 09/27/2026)
About Walt Disney Company
Exchange NYSE | Headquarters Burbank, CA, United States | ||
IPO Launch date 1957-11-12 | CEO & Director Mr. Josh D'Amaro | ||
Sector Communication Services | Industry Entertainment | Full time employees 175560 | Website https://thewaltdisneycompany.com |
Full time employees 175560 | Website https://thewaltdisneycompany.com | ||
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.
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