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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
10/23/2026: DIS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Walt Disney Company is a globally recognized entertainment powerhouse that is currently navigating a significant business model transition. Its primary strengths lie in its expansive intellectual property library and the high-margin, cash-generative performance of its theme parks and experiences division. The core investment story centers on the company's ability to scale its streaming business toward sustained profitability while modernizing its legacy media assets. Key risks include intense competition in the streaming space, the structural decline of linear television, and macroeconomic sensitivity in its travel-based businesses. The stock may suit growth-oriented investors watching for operational turnarounds, though monitoring margin improvement and streaming subscriber metrics remains essential.
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 | Disney is a mature company seeking growth through a digital transformation that is currently facing execution and profitability hurdles. |
| Momentum investor | Strong fit while signal remains positive | Investors should monitor for positive upturn signals in streaming subscriber trends and park attendance figures before entering. |
| Value investor | Mixed fit | Valuation depends heavily on the company's ability to successfully transition its streaming division to sustained profitability. |
| Dividend investor | Mixed fit | Disney reinstated its dividend, but income-focused investors may prefer more established, higher-yield payers. |
| Low-risk investor | Weak fit | The company's exposure to volatile consumer travel cycles and competitive media landscapes makes it less suitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to sentiment shifts regarding streaming performance and macroeconomic impacts on theme park revenue. |
| Valuation risk | Medium | Valuation is often tied to forward-looking growth estimates for the Disney+ platform, which are subject to high uncertainty. |
| Competition risk (Streaming and Media) | High | The company competes with well-capitalized technology and media giants for limited consumer screen time. |
| Business quality | Strong | Disney possesses some of the most recognized global intellectual property, which provides a durable competitive moat. |
| Dividend income | Medium | Dividends are available but are not the primary focus for an investor seeking high, reliable yields. |
| Execution risk | Medium / high | Effectively balancing linear network decline while scaling streaming profitability requires complex operational execution. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 42.32% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 194.29B USD | Price to earnings Ratio 23.2 | 1Y Target Price 126.58 |
Price to earnings Ratio 23.2 | 1Y Target Price 126.58 | ||
Volume (30-day avg) 8.7M shares | Beta 1.42 | 52 Weeks Range 91.49 - 115.42 | Updated Date 10/25/2026 |
52 Weeks Range 91.49 - 115.42 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 1.33% | Basic EPS (TTM) 4.85 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Entertainment | Includes film/TV production, licensing, and the Disney+ direct-to-consumer streaming platform. | This is the 'content engine' of the business, currently focusing on reaching profitability after years of heavy spending. |
| Sports | Primarily ESPN, which generates revenue through affiliate fees and advertising. | A dominant sports media asset that acts as a major cash generator but faces headwinds from cord-cutting. |
| Experiences | Theme parks, resorts, cruise lines, and global consumer product sales. | The company's primary profit driver, capitalizing on physical experiences and merchandise based on its intellectual property. |
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 23.2 | Forward PE 14.08 | Enterprise Value 222.76B | Price to Sales(TTM) 1.97 |
Enterprise Value 222.76B | Price to Sales(TTM) 1.97 | ||
Enterprise Value to Revenue 2.25 | Enterprise Value to EBITDA 11.1 | Shares Outstanding 1.73B | Shares Floating 1.72B |
Shares Outstanding 1.73B | Shares Floating 1.72B | ||
Percent Insiders 0.07 | Percent Institutions 78.77 |
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.
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