Post #48 by tecmo on the The Walt Disney Company board

Stocks A to Z / Stocks D / The Walt Disney Company (DIS)

Unthreaded | Threaded | Whole Thread (1)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 3

https://www.cnbc.com/2024/08/07/disney-dis-q3-earn...

* Revenue : $23.16B
* EPS of $1.39

Margins are improving (as expected). More work on the top line is needed, seems like parks were the issue. Raising prices is easy, keeping customers at those prices is more tricky of course...

TTM
2024-Q2    $23.16     $1.39
2024-Q1    $22.08     $1.21
2023-Q4    $23.55     $1.22
2023-Q3    $21.24     $0.82
       
           $90.03     $4.64

On a valuation level at $87 / share now - which is 19x earnings and 1.75x revenue. My bull case is for earnings to get back to $6.00 a share and a multiple of 25x on that would get you $150 / share - might take some time...

tecmo
...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (1)

Prev | Next

Announcements

The Walt Disney Company FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.