DIS
DIS — Communication Services
Graham: 12
Buffett: 76
Lynch: 33
The Walt Disney Company operates as an entertainment company in the Americas, Europe, and the Asia Pacific. It operates in three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television content under the ABC Television Network, Disney, Freeform, FX, Fox, National...
Price ?
112.84
Market Cap ?
202.9B
P/E ?
17.69
P/B ?
1.86
Div Yield ?
0.89%
52W Range ?
80.10 - 124.69
200W MA ?
103.37
12
Graham-style buying rate (0-100)
Criteria breakdown
- ✓ Company size sufficient (large-cap) ? $202,878,844,928 — Uses market cap >= $2B as proxy
- ✗ Solid financial condition (CR>=2; LT debt <= NCAV) ? CR=0.72 | D/E=0.37 — Partial: checks current ratio; LT debt vs NCAV unavailable
- ✗ Uninterrupted dividends for 20 years ?
- ✗ No losses in last 10 years ? Last 6y — Met for last 6y; need 10y to evaluate
- ✗ EPS growth >= 33% over 10 years ? ~150% (last 6y) — Need 10y to evaluate
- ✗ Price-to-Book (P/B) <= 1.5 ? 1.86
- ✗ Price-to-Earnings (P/E) <= 15 ? 17.7 — Uses trailing P/E as proxy for 3y avg EPS
- ✗ Combined formula (P/E * P/B) <= 22.5 ? 32.9
- ✗ Margin of safety >= 20% ? -177% — Intrinsic = EPS * 15
- ✗ High ROE maintained without excessive debt ? ROE=11.5% | D/E=0.37 — Approximate threshold ROE = 15%, D/E = 1.0
What is evaluated (Graham):
- Valuation discipline and buying below intrinsic value.
- Financial resilience: liquidity and prudent leverage.
- Consistent dividends and earnings over long horizons.
"The intelligent investor is a realist who sells to optimists and buys from pessimists." — Benjamin Graham
76
Buffett-style buying rate (0-100)
Criteria breakdown
- ✓ Positive and growing FCF (multi-year) ? 14,835,000,000 -> 19,383,000,000
- ✓ ROIC >= 12% sustained ? 19.3%
- ✗ High ROE (proxy for durable advantages) ? 11.5% — Consistency over years not checked
- ✓ Net profit margin >= 10% ? 12.2% — Derived from available financial filings
- ✓ Conservative leverage (D/E <= 1.0) ? 0.37
- ✓ Sustainable shareholder returns (dividend > 0%) ? 0.89% — Does not assess buybacks or payout safety
What is evaluated (Buffett):
- Durable advantages: high ROE, healthy margins.
- Balance discipline and shareholder friendly capital use.
- Positive free cash flow and efficient reinvestment.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
33
Lynch-style buying rate (0-100)
Criteria breakdown
- ? PEG ratio (P/E / growth) <= 1.0 ? — needs positive EPS growth
- ? Positive multi-year EPS growth (per-year >= 10%) ? — Requires positive EPS history
- ✓ Conservative leverage (D/E <= 0.5) ? 0.37
- ✓ Sustainable profitability (net margin >= 5%) ? 12.2%
- ? Earnings stability (no losses in 10y) ? — No history
What is evaluated (Lynch):
- Growth at a reasonable price (PEG and EPS CAGR).
- Durable earnings with limited drawdowns.
- Conservative balance sheet and baseline profitability.
"Know what you own, and know why you own it." — Peter Lynch