DIS
Walt Disney Company (The)
Communication Services · Movies & Entertainment · US
$99.71
Data: 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$179.1B
Total market value of the company
16.50
Reasonably valued
13.81
Based on estimated future earnings — lower means cheaper
Rev Growth
+6.5%
Year-over-year revenue change
Profit Margin
11.5%
How much profit the company keeps from each dollar of revenue
11.0%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$130.67
+31% from current price — median analyst estimate
Recommendation
STRONG_BUY
Consensus view from 29 analysts covering this stock
About Walt Disney Company (The)

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.

https://thewaltdisneycompany.com

Country: United States Employees: 175,560 Industry: Entertainment
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
22.7% PASS
Debt must be below 33% of total assets
Cash Ratio
4.1% PASS
Interest-bearing cash below 33% of assets
Receivables
8.2% PASS
Receivables below 49% of assets
Revenue Purity
0.5% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$89.63
What our model estimates this business is worth per share
-11.2%
Trading above fair value — no margin of safety
Rating
OPPORTUNITY
Overall assessment combining ethics, valuation, and quality
97.1th
Ranks in the top 3% of our 13,571 screened universe
Ethical Score
86.5
Valuation Score
71.5
Quality Score
60.3
Combined
73.3

Trading at $103, 15% above fair value of $90. Moderate competitive position. Passes all ethical screens. Ranks better than 96% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
0.189
Positive but modest risk-adjusted returns
0.0151
Marginal edge — very small allocation suggested
0.047
Drawdown risk outweighs the returns — higher risk profile
Annual Return
1.4%
Historical annualised return based on price data
-30.2%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
13
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.42
Moves slightly more than the broader market
52W High
$124.69
20% below the year high
52W Low
$92.19
8% above the year low
Avg Volume
9,913,680
Average daily shares traded — higher means easier to buy and sell
3.1
Days it would take all short sellers to cover — higher means more crowded
Short % Float
1.4%
Low short interest — limited bearish positioning
1.4%
Annual dividend as a percentage of the share price
$6.25
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

0.41
Conservative use of debt — low financial risk
0.68
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.55
Like current ratio but excludes inventory — stricter test
Gross Margin
37.2%
Revenue left after cost of goods — higher means pricing power
Operating Margin
15.5%
Profit from core operations before interest and tax
$3.8B
Positive — the business generates more cash than it spends
Revenue (TTM)
$97.3B
Total revenue over the last 12 months
Net Income
$11.2B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
29
Target High
$164.00
Target Median
$130.67
Target Low
$77.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
Date Insider Title Type Shares Value
2026-02-12 Chang Amy Dir Purchase 916 $98,791
2026-01-22 Coleman Sonia L Sr. EVP, Chief People Officer Sale 2,473 $281,922
2025-12-24 Coleman Sonia L Sr. EVP, Chief People Officer Sale 2,431 $277,134
2025-12-12 Gorman James P Dir Purchase 18,000 $2,013,943
2025-08-25 Coleman Sonia L Sr. EVP, CHRO Sale 1,971 $233,701
2026-03-31 DARROCH JEREMY Director 1,034 $100,286
2026-03-31 MCDONALD CALVIN Director 1,080 $104,785
2026-03-31 LAGOMASINO MARIA ELENA Director 1,266 $122,829
2026-03-31 FROMAN MICHAEL B. G. Director 1,087 $105,463
2026-03-31 RICE DERICA W Director 1,229 $119,222
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
9 Apr2026 Scott Peters Democrat buy 50K–100K
7 May2026 Josh Gottheimer Democrat buy 1K–15K
6 May2026 Dave McCormick Republican buy 500K–1M
4 May2026 Suzan DelBene Democrat buy 250K–500K
30 Apr2026 Dave McCormick Republican sell 15K–50K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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