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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)
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Author: tecmo   😊 😞
Number: of 90 
Subject: 2024-Q2 Earnings
Date: 08/07/24 9:46 AM
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cnbc.com - Disney dis q3 earnings report

* 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
...

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