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ISIN
US2546871060
CUSIP
254687106
IPO Date
Nov 12, 1957

Highlights

Market Cap
$184.09B
Enterprise Value
$234.66B
EPS (TTM)
$6.25
PE Ratio
16.62
PEG Ratio
0.22
Total Revenue (TTM)
$97.26B
Gross Profit (TTM)
$36.14B
EBITDA (TTM)
$20.74B
Year Range
$92.19 - $124.69
Target Price
$141.13
ROA (TTM)
5.47%
ROE (TTM)
10.32%

Share Price Chart


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Compare stocks, funds, or ETFs

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Performance

DIS Performance Chart

The Walt Disney Company (DIS) is down 8.7% since the beginning of the year. At $104 per share, DIS is trading 16.7% below its 52-week high of $125. Investors who bought $1,000 worth of DIS shares 5 years ago would now be looking at an investment worth $617.


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S&P 500 Index

Returns By Period

The Walt Disney Company (DIS) has returned -8.68% so far this year and -10.88% over the past 12 months. Over the last ten years, DIS has returned 1.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.67% annually.


The Walt Disney Company

1D
3.00%
1M
1.56%
YTD
-8.68%
6M
-7.13%
1Y
-10.88%
3Y*
5.21%
5Y*
-9.21%
10Y*
1.25%

Benchmark (S&P 500 Index)

1D
1.08%
1M
2.00%
YTD
9.57%
6M
10.71%
1Y
25.41%
3Y*
19.37%
5Y*
12.48%
10Y*
13.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DIS Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1962, DIS's average daily return is +0.06%, while the average monthly return is +1.28%. At this rate, an investment would double in approximately 4.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jan 1975 with a return of +41.6%, while the worst month was Nov 1967 at -43.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DIS closed higher 48% of trading days. The best single day was Oct 21, 1987 with a return of +19.1%, while the worst single day was Nov 16, 1967 at -48.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.85%-5.99%-9.11%7.65%-1.85%2.02%-8.68%
20251.54%0.65%-13.27%-7.85%24.29%10.17%-3.95%-0.61%-3.28%-1.64%-7.24%9.64%3.30%
20246.38%16.17%9.66%-9.20%-6.47%-4.45%-5.20%-3.53%6.43%0.01%22.11%-4.79%24.44%
202324.87%-8.19%0.52%2.37%-14.19%1.50%-0.44%-5.86%-3.14%0.67%13.60%-2.27%4.26%
2022-7.70%3.84%-7.61%-18.61%-1.07%-14.52%12.39%5.64%-15.84%12.94%-8.14%-11.23%-43.91%
2021-7.18%12.41%-2.39%0.81%-3.96%-1.61%0.14%3.00%-6.69%-0.06%-14.30%6.89%-14.51%

Benchmark Metrics

The Walt Disney Company has an annualized alpha of 4.26%, beta of 1.11, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since January 02, 1962.

  • This stock captured 135.28% of S&P 500 Index gains and 122.91% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
4.26%
Beta
1.11
0.36
Upside Capture
135.28%
Downside Capture
122.91%

Return for Risk

Risk / Return Rank

DIS ranks 23 for risk / return — below 23% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


DIS Risk / Return Rank: 2323
Overall Rank
DIS Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
DIS Sortino Ratio Rank: 2020
Sortino Ratio Rank
DIS Omega Ratio Rank: 2121
Omega Ratio Rank
DIS Calmar Ratio Rank: 2727
Calmar Ratio Rank
DIS Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The Walt Disney Company (DIS) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DISBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.49

Sortino ratioReturn per unit of downside risk

-3.26

Omega ratioGain probability vs. loss probability

0.94

1.37

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.44

2.81

-3.24

Martin ratioReturn relative to average drawdown

-0.86

12.55

-13.41

Dividends

Dividend History

The Walt Disney Company provided a 1.20% dividend yield over the last twelve months, with an annual payout of $1.25 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%0.50%1.00%1.50%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.25$1.25$0.95$0.30$0.00$0.00$0.00$1.76$1.72$1.62$1.49$1.37

Dividend yield

1.20%1.10%0.85%0.33%0.00%0.00%0.00%1.22%1.57%1.51%1.43%1.30%

Monthly Dividends

The table displays the monthly dividend distributions for The Walt Disney Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.75$1.25
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00$0.50$0.95
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield

The Walt Disney Company has a dividend yield of 1.20%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

The Walt Disney Company has a payout ratio of 19.91%, which is below the market average. This means The Walt Disney Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the The Walt Disney Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Walt Disney Company was 85.66%, occurring on Dec 17, 1974. Recovery took 2798 trading sessions.

The current The Walt Disney Company drawdown is 47.33%.


Related event

Drawdown

Fall

Recovery

Underwater

1974 bear market1974
-85.66%Dec 1974
1y 10mo11y 1mo
12y 12moJan 1973 - Jan 1986
Dot-com crash2000–2002
-67.88%Aug 2002
2y 3mo8y 4mo
10y 8moMay 2000 - Jan 2011
1968 bear market1968
-62.61%Mar 1968
4mo 27d1y 7mo
1y 12moNov 1967 - Oct 1969
2023 bear market2023
-60.72%Oct 2023
2y 6mo
5y 3moMar 2021 - now
1962 bear market1962
-46.25%Oct 1962
9mo 17d8mo 16d
1y 5moJan 1962 - Jul 1963

Drawdown Indicators


DISBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-85.66%

-56.78%

-28.88%

Max Drawdown (1Y)

Largest decline over 1 year

-24.97%

-9.10%

-15.87%

Max Drawdown (3Y)

Largest decline over 3 years

-32.86%

-18.90%

-13.96%

Max Drawdown (5Y)

Largest decline over 5 years

-57.33%

-25.43%

-31.90%

Max Drawdown (10Y)

Largest decline over 10 years

-60.72%

-33.92%

-26.80%

Current Drawdown

Current decline from peak

-47.33%

-1.43%

-45.90%

Average Drawdown

Average peak-to-trough decline

-26.78%

-10.71%

-16.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.66%

2.03%

+10.63%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Walt Disney Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The Walt Disney Company is priced in the market compared to other companies in the Entertainment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for DIS, comparing it with other companies in the Entertainment industry. Currently, DIS has a P/E ratio of 16.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for DIS compared to other companies in the Entertainment industry. DIS currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for DIS relative to other companies in the Entertainment industry. Currently, DIS has a P/S ratio of 1.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for DIS in comparison with other companies in the Entertainment industry. Currently, DIS has a P/B value of 1.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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