Professional
Added to YB: 2025-05-26
Pitch date: 2025-03-31
DIS [neutral]
The Walt Disney Company
+14.63%
current return
Author Info
No bio for this author
Company Info
The Walt Disney Company operates as an entertainment company in Americas, Europe, and the Asia Pacific.
Market Cap
$184.0B
Pitch Price
$96.55
Price Target
N/A
Dividend
1.41%
EV/EBITDA
10.26
P/E
22.03
EV/Sales
2.34
Sector
Entertainment
Category
growth
The Sound Shore Fund Portfolio Holding: The Walt Disney Company
DIS (holding update): Media giant positioned with strong content driving market share + steady cash-generating Experiences biz. Media unit growing while content spending reduced. Streaming (ESPN/Hulu) undervalued with price increases coming. Trading <14x earnings with strong balance sheet, renewed dividend, $3B buyback. Attractive risk/reward with US/intl growth potential.
Read full article (1 min)