Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
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
10/09/2026: DIS (2-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
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 36.66% | Avg. Invested days 58 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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 186.57B USD | Price to earnings Ratio 22.28 | 1Y Target Price 126.46 |
Price to earnings Ratio 22.28 | 1Y Target Price 126.46 | ||
Volume (30-day avg) 8.4M shares | Beta 1.42 | 52 Weeks Range 91.49 - 115.42 | Updated Date 10/11/2026 |
52 Weeks Range 91.49 - 115.42 | Updated Date 10/11/2026 | ||
Dividends yield (FY) 1.40% | 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 22.28 | Forward PE 13.81 | Enterprise Value 219.50B | Price to Sales(TTM) 1.89 |
Enterprise Value 219.50B | Price to Sales(TTM) 1.89 | ||
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 78.51 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.