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Walt Disney Co (DIS) Stock Fundamental Analysis & AI Rating 2026

DIS NYSE Services-Miscellaneous Amusement & Recreation DE CIK: 0001744489
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-27
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
78% Conf

📊 DIS Key Takeaways

Revenue: $26.0B
Net Margin: 9.2%
Free Cash Flow: $-2.3B
Current Ratio: 0.67x
Debt/Equity: 0.33x
EPS: $1.34
AI Rating: HOLD with 62% confidence
Walt Disney Co (DIS) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $26.0B, net profit margin of 9.2%, and return on equity (ROE) of 2.2%, Walt Disney Co demonstrates mixed fundamentals in the Services sector. Below is our complete DIS stock analysis for 2026.

Is Walt Disney Co (DIS) a Good Investment?

Claude

Disney demonstrates solid operational profitability with 17.7% operating margins and reasonable debt management (0.33x D/E), but faces concerning cash flow deterioration with negative free cash flow of -2.3B despite 3.4% revenue growth. The company's weak liquidity position (0.67x current ratio) and declining net income (-7.6% YoY) despite revenue growth suggest operational challenges that warrant monitoring before further commitment.

ChatGPT

Disney’s fundamentals show a mixed picture: revenue growth remains positive and operating profitability is solid, while leverage appears manageable with good interest coverage. However, the latest period shows weaker earnings quality, with net income declining, returns on capital still low, liquidity below 1x, and free cash flow turning negative due to weak operating cash generation relative to capital spending.

Why Buy Walt Disney Co Stock? DIS Key Strengths

Claude
  • + Strong operating margin of 17.7% demonstrates pricing power and operational efficiency
  • + Manageable debt-to-equity ratio of 0.33x with solid 10.4x interest coverage provides financial flexibility
  • + Revenue growth of 3.4% YoY shows resilience in core business operations
  • + Large asset base of $202.1B with $108.5B equity provides substantial business scale
ChatGPT
  • + Solid operating margin of 17.7% indicates the core business remains profitable
  • + Debt load looks manageable with 0.33x debt-to-equity and 10.4x interest coverage
  • + Revenue grew 3.4% year over year and diluted EPS improved sharply from a weak prior base

DIS Stock Risks: Walt Disney Co Investment Risks

Claude
  • ! Severe cash flow deterioration with -$2.3B free cash flow and -8.8% FCF margin despite positive operating income signals capital intensity issues or working capital problems
  • ! Weak liquidity metrics (0.67x current ratio, 0.61x quick ratio) below healthy thresholds of 1.0x+ raise concerns about short-term obligations coverage
  • ! Net income declining 7.6% YoY while revenue grows 3.4% YoY indicates margin compression and operational leverage deterioration
  • ! Very low ROE of 2.2% and ROA of 1.2% suggest inefficient capital deployment relative to asset base
ChatGPT
  • ! Free cash flow was negative at -$2.28B, signaling weak near-term cash conversion
  • ! Current ratio of 0.67x and quick ratio of 0.61x indicate tight short-term liquidity
  • ! ROE of 2.2% and ROA of 1.2% suggest the asset base is not yet generating strong returns

Key Metrics to Watch

Claude
  • * Free cash flow trend - critical to understand whether -$2.3B is temporary or structural
  • * Operating cash flow sustainability and capital expenditure requirements for streaming/content
  • * Net margin recovery - need to identify cause of income decline despite revenue growth
  • * Current ratio improvement - liquidity must strengthen to above 1.0x for comfort
  • * Return on equity expansion - currently 2.2% is significantly below cost of capital
ChatGPT
  • * Operating cash flow and free cash flow improvement
  • * Net margin and return on equity trajectory

Walt Disney Co (DIS) Financial Metrics & Key Ratios

Revenue
$26.0B
Net Income
$2.4B
EPS (Diluted)
$1.34
Free Cash Flow
$-2.3B
Total Assets
$202.1B
Cash Position
$5.7B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

DIS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.7%
Net Margin 9.2%
ROE 2.2%
ROA 1.2%
FCF Margin -8.8%

DIS vs Services Sector: How Walt Disney Co Compares

How Walt Disney Co compares to Services sector averages

Net Margin
DIS 9.2%
vs
Sector Avg 10.0%
DIS Sector
ROE
DIS 2.2%
vs
Sector Avg 16.0%
DIS Sector
Current Ratio
DIS 0.7x
vs
Sector Avg 1.5x
DIS Sector
Debt/Equity
DIS 0.3x
vs
Sector Avg 0.7x
DIS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Walt Disney Co Stock Overvalued? DIS Valuation Analysis 2026

Based on fundamental analysis, Walt Disney Co has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
2.2%
Sector avg: 16%
Net Profit Margin
9.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.33x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Walt Disney Co Balance Sheet: DIS Debt, Cash & Liquidity

Current Ratio
0.67x
Quick Ratio
0.61x
Debt/Equity
0.33x
Debt/Assets
0.0%
Interest Coverage
10.38x
Long-term Debt
$35.8B

DIS Revenue & Earnings Growth: 5-Year Financial Trend

DIS 5-year financial data: Year 2021: Revenue $69.6B, Net Income $11.1B, EPS $6.64. Year 2022: Revenue $82.7B, Net Income -$2.9B, EPS $-1.58. Year 2023: Revenue $88.9B, Net Income $2.0B, EPS $1.09. Year 2024: Revenue $91.4B, Net Income $3.1B, EPS $1.72. Year 2025: Revenue $94.4B, Net Income $2.4B, EPS $1.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Walt Disney Co's revenue has grown significantly by 36% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.29 reflects profitable operations.

DIS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.8%
Free cash flow / Revenue

DIS Quarterly Earnings & Performance

Quarterly financial performance data for Walt Disney Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $24.7B $2.4B $1.34
Q3 2025 $23.2B $2.6B $1.43
Q2 2025 $22.1B -$20.0M $-0.01
Q1 2025 $23.5B $1.9B $1.04
Q3 2024 $22.3B -$460.0M $-0.25
Q2 2024 $21.8B -$20.0M $-0.01
Q1 2024 $23.5B $1.3B $0.70
Q3 2023 $21.5B -$460.0M $-0.25

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Walt Disney Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$735.0M
Cash generated from operations
Stock Buybacks
$2.0B
Shares repurchased (TTM)
Capital Expenditures
$3.0B
Investment in assets
Dividends Paid
$1.8B
Returned to shareholders

DIS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Walt Disney Co (CIK: 0001744489)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775167334.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775167325.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775167317.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775167307.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775167299.xml View →

Frequently Asked Questions about DIS

What is the AI rating for DIS?

Walt Disney Co (DIS) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DIS's key strengths?

Claude: Strong operating margin of 17.7% demonstrates pricing power and operational efficiency. Manageable debt-to-equity ratio of 0.33x with solid 10.4x interest coverage provides financial flexibility. ChatGPT: Solid operating margin of 17.7% indicates the core business remains profitable. Debt load looks manageable with 0.33x debt-to-equity and 10.4x interest coverage.

What are the risks of investing in DIS?

Claude: Severe cash flow deterioration with -$2.3B free cash flow and -8.8% FCF margin despite positive operating income signals capital intensity issues or working capital problems. Weak liquidity metrics (0.67x current ratio, 0.61x quick ratio) below healthy thresholds of 1.0x+ raise concerns about short-term obligations coverage. ChatGPT: Free cash flow was negative at -$2.28B, signaling weak near-term cash conversion. Current ratio of 0.67x and quick ratio of 0.61x indicate tight short-term liquidity.

What is DIS's revenue and growth?

Walt Disney Co reported revenue of $26.0B.

Does DIS pay dividends?

Walt Disney Co pays dividends, with $1,803.0M distributed to shareholders in the trailing twelve months.

Where can I find DIS SEC filings?

Official SEC filings for Walt Disney Co (CIK: 0001744489) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DIS's EPS?

Walt Disney Co has a diluted EPS of $1.34.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DIS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Walt Disney Co has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DIS stock overvalued or undervalued?

Valuation metrics for DIS: ROE of 2.2% (sector avg: 16%), net margin of 9.2% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy DIS stock in 2026?

Our dual AI analysis gives Walt Disney Co a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DIS's free cash flow?

Walt Disney Co's operating cash flow is $735.0M, with capital expenditures of $3.0B. FCF margin is -8.8%.

How does DIS compare to other Services stocks?

Vs Services sector averages: Net margin 9.2% (avg: 10%), ROE 2.2% (avg: 16%), current ratio 0.67 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-27 | Powered by Claude AI