Disney Shares Owned by Insiders vs. EBITDA

DIS Stock  USD 122.36  1.38  1.14%   
Based on the key profitability measurements obtained from Disney's financial statements, Walt Disney may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Disney's ability to earn profits and add value for shareholders. Price To Sales Ratio is likely to gain to 1.84 in 2024. Operating Cash Flow Sales Ratio is likely to gain to 0.21 in 2024. At this time, Disney's Net Income Per E B T is comparatively stable compared to the past year.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.110.12
Significantly Down
Slightly volatile
Net Profit Margin0.02890.0305
Notably Down
Slightly volatile
Operating Profit Margin0.04170.0439
Notably Down
Slightly volatile
Pretax Profit Margin0.05860.0617
Notably Down
Slightly volatile
Return On Assets0.01250.0132
Notably Down
Slightly volatile
Return On Equity0.02590.0273
Notably Down
Slightly volatile
For Disney profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Disney to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Walt Disney utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Disney's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Walt Disney over time as well as its relative position and ranking within its peers.
  
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Is Disney's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Disney. If investors know Disney will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Disney listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.486
Dividend Share
0.3
Earnings Share
1.63
Revenue Per Share
48.605
Quarterly Revenue Growth
0.002
The market value of Walt Disney is measured differently than its book value, which is the value of Disney that is recorded on the company's balance sheet. Investors also form their own opinion of Disney's value that differs from its market value or its book value, called intrinsic value, which is Disney's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Disney's market value can be influenced by many factors that don't directly affect Disney's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Disney's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disney is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disney's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Walt Disney EBITDA vs. Shares Owned by Insiders Fundamental Analysis

Disney EBITDA vs. Shares Owned by Insiders

Disney

 = 
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EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.

Disney

EBITDA

 = 

Revenue

-

Basic Expenses

 = 
15.24 B
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.

Disney EBITDA Comparison

Disney is currently under evaluation in ebitda category among related companies.

Use Disney in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Disney position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Disney will appreciate offsetting losses from the drop in the long position's value.

Disney Pair Trading

Walt Disney Pair Trading Analysis

The ability to find closely correlated positions to Disney could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disney when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Disney - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Walt Disney to buy it.
The correlation of Disney is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Disney moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Walt Disney moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Disney can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Disney position

In addition to having Disney in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Wholesale Thematic Idea Now

Wholesale
Wholesale Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Wholesale Theme or any other thematic opportunities.
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When determining whether Walt Disney is a strong investment it is important to analyze Disney's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Disney's future performance. For an informed investment choice regarding Disney Stock, refer to the following important reports:

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When running Disney's price analysis, check to measure Disney's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Disney is operating at the current time. Most of Disney's value examination focuses on studying past and present price action to predict the probability of Disney's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Disney's price. Additionally, you may evaluate how the addition of Disney to your portfolios can decrease your overall portfolio volatility.
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To fully project Disney's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Walt Disney at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Disney's income statement, its balance sheet, and the statement of cash flows.
Potential Disney investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Disney investors may work on each financial statement separately, they are all related. The changes in Disney's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Disney's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.