Price (90d)
$106.26Signal Score (90d)
105Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $94.42B | $12.40B | $6.88 |
| 2024 | $91.36B | $4.97B | $2.72 |
| 2023 | $88.90B | $2.35B | $1.29 |
| 2022 | $82.72B | $3.15B | $1.73 |
| 2021 | $67.42B | $2.00B | $1.10 |
Social Signal Score
Earnings
Thu, Nov 12(in 3 months)
Consensus estimate $1.64 per share
Typical surprise +10.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$2.06 vs $1.86beat
- Wed, May 6$1.57 vs $1.49beat
- Mon, Feb 2$1.63 vs $1.57beat
- Thu, Nov 13$1.11 vs $1.05beat
- Wed, Aug 6$1.61 vs $1.45beat
- Wed, May 7$1.45 vs $1.19beat
Estimates and results for DIS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from DIS's reported EPS growth of 58.1% a year over 4 years. Historical EPS growth of 58% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $25.53
- Implied price
- $408.47
- Return from $106.86
- 30.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $203.08 — today's price is already 47.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 14 | 16 | 18 | 20 |
|---|---|---|---|---|---|
| 20.0% | 14.0% | 17.5% | 20.7% | 23.6% | 26.2% |
| 25.0% | 18.7% | 22.4% | 25.7% | 28.7% | 31.5% |
| 30.0% | 23.4% | 27.3% | 30.8% | 33.9% | 36.7% |
| 35.0% | 28.2% | 32.2% | 35.8% | 39.0% | 42.0% |
| 40.0% | 32.9% | 37.1% | 40.8% | 44.2% | 47.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (12)
- News (RSS)seekingalpha·16h ago·Neutral
ValueAct Capital adds PAYP, boosts AMZN, SPOT and exits DIS in Q2
View source ↗ - Newswsj.com·1d ago·Negative
The Biggest Blockbuster Disney Ever Made Was a TV Channel in Connecticut The hosts of the Acquired podcast found that ESPN was the perfect multidecade funding source for acquisitions and theme parks
View source ↗ - Newsyoutube.com·1d ago·Neutral
Disney CEO Josh D'Amaro: Parks were 'big surprise' in Q3, company has 'clarity' and 'stability' Disney CEO Josh D'Amaro joins CNBC's Julia Boorstin to discuss Disney's D23 fan event, taking over as CEO, why he says streaming is the company's digital centerpiece, and more.
View source ↗ - Newsbusinessinsider.com·1d ago·Neutral
Josh D'Amaro's vision for a Disney+ super app is taking shape — but comes with clear risks Disney is adopting an all-in-one strategy for its namesake streaming app. Disney+ may soon be home to games and merchandise, CEO Josh D'Amaro told staffers.
View source ↗ - News (RSS)fool·2d ago·Positive
Disney (DIS) Q3 2026 Earnings Call Transcript Record Experiences revenue and 28% EPS growth highlight strong quarter execution.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62581985 Cigar butt investing is when I told you to buy MSFT at 350 or AMZN at a 3 month low or DIS before earnings etc.. It doesn't mean gamble on shitcoins
View source ↗ - Newsreuters.com·5d ago·Neutral
Disney+, Hulu deepen video podcast push with iHeartMedia deal Disney+ and Hulu said on Monday they had struck a video podcasting deal with iHeartMedia for six podcast titles, starting with "Hey Jonas!," as they expand their libraries to draw more users in a competitive market.
View source ↗ - Newszacks.com·5d ago·Positive
Disney Beats on Parks & Streaming Growth in Q3: Buy or Hold the Stock? DIS' parks and streaming gains are driving strong operating growth, but Asian softness and cost pressures may warrant patience.
View source ↗ - Newsbusinesswire.com·5d ago·Neutral
Disney+, Hulu and iHeartMedia Announce Video Podcast Deal Beginning With Hit iHeartPodcast Hey Jonas! BURBANK, Calif.--(BUSINESS WIRE)--Disney+ and Hulu today announced a video podcasting deal with iHeartMedia for six iHeartPodcasts titles, beginning with Hey Jonas! on Disney+ and Hulu streaming August 14. Adding to its growing slate of licensed, rewatch, and companion podcasts, the collaboration will also bring video editions of iHeartPodcasts' Pod Meets World to Disney+ as well as Desperately
View source ↗ - News (Marketaux)finance.yahoo.com·5d ago·Positive
Disney's Valuation Is at Multiyear Lows, and Buybacks Are at a 9-Year High. Is Disney a No-Brainer Value Stock to Buy Now? The Walt Disney</e[+347 characters]
View source ↗ - Newsbarrons.com·5d ago·Positive
Nvidia, Eli Lilly, and Disney Show It's Time to Back the Top Dogs Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.
View source ↗ - Newsfool.com·7d ago·Neutral
Disney World Has More Treats Than Tricks This Season Mickey's Not-So-Scary Halloween Party returns on Friday night, earlier than the premium event has started in previous years. Specially ticketed Halloween events allow national theme parks and regional amusement parks to leverage their operations during seasonally slow times.
View source ↗