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.
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.
Performance
FUN vs. DIS - Performance Comparison
Key characteristics
FUN:
-0.06
DIS:
-0.59
FUN:
0.25
DIS:
-0.67
FUN:
1.03
DIS:
0.90
FUN:
-0.06
DIS:
-0.30
FUN:
-0.12
DIS:
-1.09
FUN:
25.09%
DIS:
15.91%
FUN:
46.96%
DIS:
29.60%
FUN:
-77.74%
DIS:
-85.65%
FUN:
-38.52%
DIS:
-53.79%
Fundamentals
FUN:
$3.62B
DIS:
$166.52B
FUN:
-$3.22
DIS:
$3.08
FUN:
3.72
DIS:
0.91
FUN:
1.34
DIS:
1.80
FUN:
1.77
DIS:
1.64
FUN:
$3.29B
DIS:
$70.42B
FUN:
$2.77B
DIS:
$26.07B
FUN:
$838.89M
DIS:
$12.69B
Returns By Period
In the year-to-date period, FUN achieves a -26.48% return, which is significantly lower than DIS's -17.22% return. Both investments have delivered pretty close results over the past 10 years, with FUN having a -0.93% annualized return and DIS not far behind at -0.95%.
FUN
-26.48%
12.55%
-16.73%
-8.98%
8.99%
-0.93%
DIS
-17.22%
10.34%
-4.19%
-20.15%
-2.45%
-0.95%
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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.
Dividends
FUN vs. DIS - Dividend Comparison
FUN's dividend yield for the trailing twelve months is around 5.17%, more than DIS's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUN Cedar Fair, L.P. | 5.17% | 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 | 1.03% | 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. For additional features, visit the drawdowns tool.
Volatility
FUN vs. DIS - Volatility Comparison
Cedar Fair, L.P. (FUN) has a higher volatility of 21.41% compared to The Walt Disney Company (DIS) at 14.91%. 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.
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 May 2025, Cedar Fair, L.P. reported a gross profit of 629.51M and revenue of 687.31M. Therefore, the gross margin over that period was 91.6%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Walt Disney Company reported a gross profit of 9.28B and revenue of 24.69B. Therefore, the gross margin over that period was 37.6%.
FUN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cedar Fair, L.P. reported an operating income of 51.08M and revenue of 687.31M, resulting in an operating margin of 7.4%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Walt Disney Company reported an operating income of 4.08B and revenue of 24.69B, resulting in an operating margin of 16.5%.
FUN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cedar Fair, L.P. reported a net income of -264.22M and revenue of 687.31M, resulting in a net margin of -38.4%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Walt Disney Company reported a net income of 2.55B and revenue of 24.69B, resulting in a net margin of 10.3%.