Fundamental analysis · SEC EDGAR · TTM through 28/03/2026

Fundamental analysis of Walt Disney Co

DIS · NYSE · Consumer

Fundamental quality

ATTRACTIVE

75

out of 100

Walt Disney Co earns a fundamental-quality score of 75 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its growth (revenue +7.5%/yr). Its weakest area is its profitability (net margin 11.5%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Disney combines theme parks and cruises, film studios (Marvel, Pixar, Star Wars), TV networks (ESPN) and streaming (Disney+). Its most valuable asset is its library of characters and brands.

What will shape its future

  • The profitability of its streaming business after years of losses to catch up with Netflix.
  • The transition from traditional TV (very profitable but declining) to streaming.
  • The strength of its theme parks, highly sensitive to the economy and tourism.

Breakdown by area

I.Growth
92

EPS growth: 47.6% · Revenue growth: 7.5%

II.Profitability
64

Net margin: 11.5% · ROE: 10.3% · ROIC: 11.5%

III.Financial health
69

Net debt/EBITDA: 1.84x · FCF: 7.3%

Source: SEC EDGAR · TTM through 28/03/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 98 Consumer companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 78%
ROEbeats 34%
Growthbeats 45%
Cash generationbeats 51%
Less debtbeats 43%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Walt Disney Co strengths

  • Growing earnings per share (47.6% annualized).
  • It has turned profitable after years of losses.
  • Revenue rising without interruption since 2020.
  • Solid net margin (11.5%): the business is clearly profitable.

Walt Disney Co risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Walt Disney Co historical evolution

YearRevenueNet incomeFree cash flowNet debt
202065,388-2,86440,714
202167,4181,99538,447
202282,7223,14536,754
202388,8982,3544,89732,249
202491,3614,9728,55939,813
202594,42512,40410,07736,331

Between 2020 and 2025, revenue went from $65,388M to $94,425M (+44%) and net income went from -$2,864M to $12,404M (+533%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended March 28, 2026, versus the half-year ended March 29, 2025 (SEC filings):

  • Revenue+5.9%
  • Net income-20.2%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1

per share, yearly

14.5% of earnings

Payout

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Walt Disney Co cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Walt Disney Co a good company to invest in?

In terms of business quality, Walt Disney Co scores 75 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Walt Disney Co a profitable company?

Yes. Walt Disney Co shows a net margin of 11.5% and an ROE of 10.3%, a sign of a profitable business.

Does Walt Disney Co have a lot of debt?

A moderate level: its net debt is 1.84 times its EBITDA.

Is Walt Disney Co growing?

Its revenue has grown 7.5% annualized in recent years and its earnings per share 47.6%, and without interruption since 2020.

Does Walt Disney Co generate cash?

Yes. It converts about 7.3% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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