Correlation
The correlation between FUN and DIS is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FUN vs. DIS
Compare and contrast key facts about Cedar Fair, L.P. (FUN) and The Walt Disney Company (DIS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUN or DIS.
Performance
FUN vs. DIS - Performance Comparison
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Key characteristics
FUN:
-0.38
DIS:
0.40
FUN:
-0.36
DIS:
0.77
FUN:
0.96
DIS:
1.11
FUN:
-0.40
DIS:
0.19
FUN:
-0.76
DIS:
1.01
FUN:
26.96%
DIS:
11.28%
FUN:
47.85%
DIS:
30.40%
FUN:
-77.74%
DIS:
-85.65%
FUN:
-41.77%
DIS:
-43.32%
Fundamentals
FUN:
$3.39B
DIS:
$203.22B
FUN:
-$2.79
DIS:
$4.94
FUN:
3.72
DIS:
0.97
FUN:
1.21
DIS:
2.16
FUN:
1.85
DIS:
1.93
FUN:
$3.29B
DIS:
$94.04B
FUN:
$2.12B
DIS:
$34.89B
FUN:
$511.16M
DIS:
$17.57B
Returns By Period
In the year-to-date period, FUN achieves a -30.36% return, which is significantly lower than DIS's 1.52% return. Over the past 10 years, FUN has underperformed DIS with an annualized return of -1.75%, while DIS has yielded a comparatively higher 1.04% annualized return.
FUN
-30.36%
-3.89%
-27.34%
-19.90%
-8.76%
2.82%
-1.75%
DIS
1.52%
24.48%
-3.34%
9.77%
1.19%
-0.49%
1.04%
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Risk-Adjusted Performance
FUN vs. DIS — Risk-Adjusted Performance Rank
FUN
DIS
FUN vs. DIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cedar Fair, L.P. (FUN) and The Walt Disney Company (DIS). 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.
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Dividends
FUN vs. DIS - Dividend Comparison
FUN's dividend yield for the trailing twelve months is around 5.45%, more than DIS's 0.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 5.45% | 4.42% | 3.02% | 1.45% | 0.00% | 2.38% | 6.69% | 7.60% | 5.32% | 5.19% | 5.51% | 5.96% |
DIS The Walt Disney Company | 0.84% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% | 1.22% |
Drawdowns
FUN vs. DIS - Drawdown Comparison
The maximum FUN drawdown since its inception was -77.74%, smaller than the maximum DIS drawdown of -85.65%. Use the drawdown chart below to compare losses from any high point for FUN and DIS.
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Volatility
FUN vs. DIS - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 13.33% compared to The Walt Disney Company (DIS) at 11.65%. This indicates that FUN's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
FUN vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Cedar Fair, L.P. and The Walt Disney Company. 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
FUN vs. DIS - Profitability Comparison
FUN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Cedar Fair, L.P. reported a gross profit of -21.60M and revenue of 687.31M. Therefore, the gross margin over that period was -3.1%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Walt Disney Company reported a gross profit of 8.81B and revenue of 23.62B. Therefore, the gross margin over that period was 37.3%.
FUN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Cedar Fair, L.P. reported an operating income of -299.48M and revenue of 687.31M, resulting in an operating margin of -43.6%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Walt Disney Company reported an operating income of 3.51B and revenue of 23.62B, resulting in an operating margin of 14.8%.
FUN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Cedar Fair, L.P. reported a net income of -219.72M and revenue of 687.31M, resulting in a net margin of -32.0%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Walt Disney Company reported a net income of 3.28B and revenue of 23.62B, resulting in a net margin of 13.9%.