DIS vs. BAC
DIS (The Walt Disney Company) and BAC (Bank of America Corporation) are both stocks. DIS operates in Entertainment (Communication Services), while BAC operates in Banks - Diversified (Financial Services). Over the past 10 years, DIS returned 0.99%/yr vs 18.19%/yr for BAC. At a 0.39 correlation, their price movements are largely independent.
Performance
DIS vs. BAC - Performance Comparison
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Returns By Period
In the year-to-date period, DIS achieves a -12.07% return, which is significantly lower than BAC's 3.72% return. Over the past 10 years, DIS has underperformed BAC with an annualized return of 0.99%, while BAC has yielded a comparatively higher 18.19% annualized return.
DIS
- 1D
- -0.30%
- 1M
- -2.61%
- YTD
- -12.07%
- 6M
- -9.75%
- 1Y
- -14.24%
- 3Y*
- 2.95%
- 5Y*
- -10.41%
- 10Y*
- 0.99%
BAC
- 1D
- 2.31%
- 1M
- 13.98%
- YTD
- 3.72%
- 6M
- 3.46%
- 1Y
- 30.78%
- 3Y*
- 27.43%
- 5Y*
- 8.79%
- 10Y*
- 18.19%
DIS vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | -12.07% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
BAC Bank of America Corporation | 3.72% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
Correlation
The correlation between DIS and BAC is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 29, 1986 | 0.39 |
The correlation between DIS and BAC shifts across timeframes, from 0.39 (all time) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
DIS:
$177.27B
BAC:
$415.53B
DIS:
$6.25
BAC:
$4.19
DIS:
16.00
BAC:
13.36
DIS:
0.22
BAC:
5.36
DIS:
1.85
BAC:
2.42
DIS:
1.63
BAC:
1.51
DIS:
$97.26B
BAC:
$174.85B
DIS:
$36.14B
BAC:
$110.47B
DIS:
$20.74B
BAC:
$41.74B
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Return for Risk
DIS vs. BAC — Risk / Return Rank
DIS
BAC
DIS vs. BAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Walt Disney Company (DIS) and Bank of America Corporation (BAC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| DIS | BAC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.58 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.24 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.64 | -2.23 |
| Martin ratioReturn relative to average drawdown | -1.18 | 4.21 | -5.40 |
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Drawdowns
DIS vs. BAC - Drawdown Comparison
The maximum DIS drawdown since its inception was -85.66%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for DIS and BAC.
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Drawdown Indicators
| DIS | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.66% | -93.10% | +7.44% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -17.93% | -7.04% |
Max Drawdown (3Y)Largest decline over 3 years | -32.86% | -27.51% | -5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -57.33% | -46.64% | -10.69% |
Max Drawdown (10Y)Largest decline over 10 years | -60.72% | -48.95% | -11.77% |
Current DrawdownCurrent decline from peak | -49.29% | -0.36% | -48.93% |
Average DrawdownAverage peak-to-trough decline | -26.78% | -28.30% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.47% | 6.96% | +5.51% |
Volatility
DIS vs. BAC - Volatility Comparison
The Walt Disney Company (DIS) and Bank of America Corporation (BAC) have volatilities of 5.56% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIS | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 5.49% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.26% | 16.57% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.15% | 21.62% | +2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.33% | 26.89% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.77% | 30.68% | -1.91% |
Dividends
DIS vs. BAC - Dividend Comparison
DIS's dividend yield for the trailing twelve months is around 1.25%, less than BAC's 2.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.72% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
Financials
DIS vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between The Walt Disney Company and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DIS vs. BAC - Profitability Comparison
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a gross profit of 28.94B and revenue of 30.27B. Therefore, the gross margin over that period was 95.6%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported an operating income of 10.40B and revenue of 30.27B, resulting in an operating margin of 34.4%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a net income of 8.58B and revenue of 30.27B, resulting in a net margin of 28.4%.
Frequently Asked Questions
DIS and BAC have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIS has higher volatility (5.56%) compared to BAC (5.49%). In terms of maximum drawdown, DIS dropped -85.66% vs BAC's -93.10%.
BAC currently has the higher Sharpe Ratio (1.36 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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