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Walt Disney Co (DIS)

Entertainment
Comunicaciones
cíclico
growth

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 Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, and Hulu; sports-related video streaming content through ESPN, ESPN on ABC, ESPN+ DTC, and Star; sale/licensing of film and episodic content to television and video-on-demand services; theatrical, home entertainment, and music distribution services; DVD and Blu-ray discs, electronic home video licenses, and VOD rental services; staging and licensing of live entertainment events; and post-production services. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort, Disneyland Resort, Disneyland Paris, Hong Kong Disneyland Resort, Shanghai Disney Resort, Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney, as well as Aulani, a Disney resort and spa in Hawaii. Further, it licenses its intellectual property (IP) to a third party that owns and operates Tokyo Disney Resort; licenses trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games; operates a direct-to-home satellite distribution platform; sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The company was founded in 1923 and is based in Burbank, California.

Precio Actual

$105.19
-0.22% vs día anterior

Capitalización

188B

Desviación

-11.53%

Y/Y Growth

4.5%

EBIT Margin

19.4%

ROIC

4%

PEG Ratio

1.04

ROE

3.7%

3Y EPS Growth

19.3%

Dividend Yield

0.9%

Net Debt / EBITDA

2.3x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
8.9%
CAGR EV/FCF (2025):
13.0%
CAGR Prom.:
9.3%
CAGR P/E:
11.1%
CAGR EV/EBITDA: 10.2%
CAGR EV/EBIT: 7.1%
Precio de compra para +15%:
$72.35

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
20x
(Fair: 47x)
EV/FCF
20x
EV/EBITDA
12x
EV/EBIT
14x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
15x
Fair P/E
47x
CAGR EV/FCF
Tu Múltiplo: 20x
8.9%
2.8%
29.2%
CAGR P/E
Tu Múltiplo: 20x
11.1%
4.9%
31.8%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-185.41%
Media vs. Gold
-13.03%
Media vs. Bono USA 7-10y
+2.46%
Media vs. Bono USA 1-3y
+1.91%
Media vs. Bono USA 20+y
+4.04%
Media vs. Dow Jones
-9.45%
Media vs. S&P 500
-12.32%
Media vs. NASDAQ 100
-17.74%
Media vs. MSCI World
-9.71%
Media vs. Russell 2000
-7.84%
Media vs. STOXX Europe 600
-3.53%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento DIS
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
-4.98%-1.40%-3.58%57.46%-62.44%4.29%-9.27%0.99%-5.97%0.69%-5.67%13.12%-18.10%16.85%-21.83%22.29%-27.27%20.22%-25.20%12.99%-17.97%13.34%-18.32%
2024
22.75%110.77%-88.02%26.96%-4.20%-3.73%+26.48%0.05%+22.71%-11.17%+33.92%12.80%+9.95%24.01%-1.26%30.78%-8.03%17.88%+4.87%10.80%+11.95%5.50%+17.25%
2023
1.48%153.66%-152.17%11.76%-10.27%-0.15%+1.63%0.98%+0.50%-2.54%+4.03%13.74%-12.26%24.73%-23.25%44.52%-43.04%21.92%-20.44%15.78%-14.30%11.67%-10.19%
2022
-44.58%-65.23%+20.65%0.78%-45.36%-15.93%-28.65%-5.00%-39.58%-31.00%-13.57%-9.40%-35.18%-19.95%-24.62%-33.89%-10.68%-19.70%-24.88%-22.50%-22.08%-13.29%-31.29%
2021
-12.83%60.33%-73.16%-6.24%-6.59%-4.15%-8.68%-0.98%-11.84%-5.94%-6.89%20.23%-33.06%28.79%-41.62%23.20%-36.03%21.22%-34.05%15.39%-28.21%21.66%-34.49%
2020
22.25%301.93%-279.67%23.90%-1.65%8.33%+13.93%2.02%+20.23%15.12%+7.13%6.02%+16.23%15.29%+6.96%41.75%-19.50%12.94%+9.31%18.48%+3.77%-4.64%+26.89%
2019
32.72%88.85%-56.13%17.78%+14.95%5.55%+27.17%1.20%+31.53%10.91%+21.81%21.91%+10.81%28.34%+4.39%34.60%-1.88%25.23%+7.50%23.05%+9.67%23.42%+9.31%
2018
-1.92%-71.79%+69.87%-3.12%+1.19%-0.97%-0.95%-0.24%-1.68%-3.17%+1.25%-6.03%+4.11%-7.01%+5.09%-5.30%+3.38%-11.16%+9.24%-13.00%+11.07%-13.42%+11.50%
2017
1.35%1,184.56%-1,183.21%11.93%-10.58%0.76%+0.58%-0.63%+1.98%6.03%-4.69%24.33%-22.98%18.42%-17.07%27.16%-25.81%19.45%-18.11%12.45%-11.10%7.16%-5.81%
2016
1.20%109.91%-108.70%6.53%-5.33%-1.15%+2.35%-0.02%+1.23%-1.91%+3.11%15.24%-14.04%11.24%-10.03%9.79%-8.59%6.53%-5.33%22.42%-21.21%1.33%-0.13%
Media1.75%187.16%-185.41%14.77%-13.03%-0.71%+2.46%-0.16%+1.91%-2.30%+4.04%11.20%-9.45%14.07%-12.32%19.49%-17.74%11.45%-9.71%9.59%-7.84%5.27%-3.53%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
10/8/20254.5%19.4%2.3x20x(17x)20x12x14x$118.90$123.08$134.18$139.74$145.53

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 7 años.

Dividend Yield Actual
0.90%
Basado en 2025
Crecimiento Promedio
-3.99%
CAGR últimos 7 años
Años Consecutivos
1
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$0.95+216.67%
2024$0.30-82.95%
2020$1.76+2.33%
2019$1.72+6.17%
2018$1.62+8.72%
2017$1.49+8.76%
2016$1.37-
CAGR de Dividendos (2016 - 2025)
-3.99%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2019
+32.72%
📉Worst Year
2022
-44.58%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

60%
6 of 10 years positive
Consistency ScoreGood
0%50%70%100%

DIS shows moderate consistency with positive returns in 60% of years.