Walt Disney Stock Performance

DIS Stock  USD 113.22  0.84  0.75%   
Disney has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.1, which means a somewhat significant risk relative to the market. Disney returns are very sensitive to returns on the market. As the market goes up or down, Disney is expected to follow. Walt Disney right now shows a risk of 1.53%. Please confirm Walt Disney downside variance, and the relationship between the sortino ratio and accumulation distribution , to decide if Walt Disney will be following its price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Walt Disney are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable forward indicators, Disney is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Actual Historical Performance (%)

One Day Return
0.75
Five Day Return
2.43
Year To Date Return
2.17
Ten Year Return
7.26
All Time Return
121.8 K
Forward Dividend Yield
0.0133
Payout Ratio
0.2108
Forward Dividend Rate
1.5
Dividend Date
2026-07-22
Ex Dividend Date
2026-06-30
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Top animated films, plus the state of animation for 2025
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Begin Period Cash Flow6.1 B
Total Cashflows From Investing Activities-8 B

Disney Relative Risk vs. Return Landscape

If you would invest  11,223  in Walt Disney on September 25, 2025 and sell it today you would earn a total of  99.00  from holding Walt Disney or generate 0.88% return on investment over 90 days. Walt Disney is generating 0.0256% of daily returns assuming volatility of 1.5251% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Disney, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Disney is expected to generate 3.38 times less return on investment than the market. In addition to that, the company is 2.14 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Disney Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Disney's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Walt Disney, and traders can use it to determine the average amount a Disney's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0168

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Based on monthly moving average Disney is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Disney by adding it to a well-diversified portfolio.

Disney Fundamentals Growth

Disney Stock prices reflect investors' perceptions of the future prospects and financial health of Disney, and Disney fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Disney Stock performance.

About Disney Performance

Assessing Disney's fundamental ratios provides investors with valuable insights into Disney's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Disney is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 13.25  12.10 
Return On Tangible Assets 0.11  0.02 
Return On Capital Employed 0.08  0.05 
Return On Assets 0.06  0.01 
Return On Equity 0.11  0.02 

Things to note about Walt Disney performance evaluation

Checking the ongoing alerts about Disney for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Walt Disney help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 76.0% of the company shares are held by institutions such as insurance companies
Latest headline from deseret.com: Top animated films, plus the state of animation for 2025
Evaluating Disney's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Disney's stock performance include:
  • Analyzing Disney's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Disney's stock is overvalued or undervalued compared to its peers.
  • Examining Disney's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Disney's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Disney's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Disney's stock. These opinions can provide insight into Disney's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Disney's stock performance is not an exact science, and many factors can impact Disney's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Disney Stock Analysis

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.