Walt Disney Company (The) (DIS) is a movies & entertainment company in the Communication Services sector. Listed on the NASDAQ, Walt Disney Company (The) is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $98.61.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $98.61 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -7.02% |
| Risk / Std Dev (Annualized) | 29.34% |
| Sharpe Ratio (rf=4.5%) | -0.39 |
S&P 500 Context
- Sector: Communication Services
- Sub-Industry: Movies & Entertainment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -7.02% with an annualized volatility of 29.34%. The Sharpe ratio of -0.39 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 171.24B |
| Enterprise Value | 219.52B |
| Trailing P/E | 15.78 |
| Forward P/E | 13.16 |
| Price to Book | 1.58 |
| Price to Sales | 1.76 |
| EV/Revenue | 2.26 |
| EV/EBITDA | 11.13 |
| Profitability | | | Profit Margin | 11.54% | | Operating Margin | 15.51% | | ROE | 11.01% | | ROA | 4.45% |
| Growth | | | Revenue Growth | 6.5% | | Earnings Growth | -29.8% |
| Dividend | | | Dividend Yield | 152.0% | | Payout Ratio | 20.0% | | 5Y Avg Yield | 138.0% |
| Financial Health | | | Total Revenue | 97.26B | | Total Debt | 47.36B | | Total Cash | 5.68B | | Free Cash Flow | 3.75B | | Operating Cash Flow | 15.79B |
| Price & Technical | | | 52W High | $124.69$ | | 52W Low | $92.19$ | | 50-Day Avg | $102.12$ | | 200-Day Avg | $107.73$ | | Beta | 1.39 | | Shares Outstanding | 1.74B | | Float Shares | 1.73B | | Insider Holdings | 0.06% | | Institutional Holdings | 78.31% | | Short Ratio | 2.88 | | Short % of Float | 1.53% |
| Analyst Targets | | | Target High | $164.0$ | | Target Low | $77.0$ | | Target Mean | $129.67$ | | Target Median | $130.0$ | | # of Analysts | 29 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.