Return on Assets (ROA)
since 2005
Difficulty: Beginner
Calculation
Walt Disney Co., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income attributable to The Walt Disney Company (Disney)1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Oct 1, 2005 | 4.77% | = | 100 | × | 2,533 | ÷ | 53,158 |
| Sep 30, 2006 | 5.62% | = | 100 | × | 3,374 | ÷ | 59,998 |
| Sep 29, 2007 | 7.69% | = | 100 | × | 4,687 | ÷ | 60,928 |
| Sep 27, 2008 | 7.08% | = | 100 | × | 4,427 | ÷ | 62,497 |
| Oct 3, 2009 | 5.24% | = | 100 | × | 3,307 | ÷ | 63,117 |
| Oct 2, 2010 | 5.73% | = | 100 | × | 3,963 | ÷ | 69,206 |
| Oct 1, 2011 | 6.66% | = | 100 | × | 4,807 | ÷ | 72,124 |
| Sep 29, 2012 | 7.59% | = | 100 | × | 5,682 | ÷ | 74,898 |
| Sep 28, 2013 | 7.55% | = | 100 | × | 6,136 | ÷ | 81,241 |
| Sep 27, 2014 | 8.91% | = | 100 | × | 7,501 | ÷ | 84,186 |
| Oct 3, 2015 | 9.51% | = | 100 | × | 8,382 | ÷ | 88,182 |
| Oct 1, 2016 | 10.20% | = | 100 | × | 9,391 | ÷ | 92,033 |
| Sep 30, 2017 | 9.37% | = | 100 | × | 8,980 | ÷ | 95,789 |
1 USD $ in millions
Source: Based on data from Walt Disney Co. Annual Reports
Comparison to Competitors
Walt Disney Co., ROA, long-term trends, comparison to competitors
| Walt Disney Co. | Charter Communications Inc. | Comcast Corp. | Twenty-First Century Fox Inc. | |
|---|---|---|---|---|
| Oct 1, 2005 | 4.77% | –% | 0.90% | 3.89% |
| Sep 30, 2006 | 5.62% | –% | 2.29% | 4.08% |
| Sep 29, 2007 | 7.69% | –% | 2.28% | 5.50% |
| Sep 27, 2008 | 7.08% | –% | 2.25% | 8.65% |
| Oct 3, 2009 | 5.24% | –% | 3.23% | -6.36% |
| Oct 2, 2010 | 5.73% | -1.51% | 3.07% | 4.67% |
| Oct 1, 2011 | 6.66% | -2.36% | 2.64% | 4.42% |
| Sep 29, 2012 | 7.59% | -1.95% | 3.76% | 2.08% |
| Sep 28, 2013 | 7.55% | -0.98% | 4.29% | 13.93% |
| Sep 27, 2014 | 8.91% | -0.75% | 5.26% | 8.24% |
| Oct 3, 2015 | 9.51% | -0.69% | 4.90% | 16.60% |
| Oct 1, 2016 | 10.20% | 2.36% | 4.82% | 5.70% |
| Sep 30, 2017 | 9.37% | 6.75% | 12.15% | 5.82% |
Source: Based on data from Walt Disney Co. Annual Reports
Comparison to Media Sector
Walt Disney Co., ROA, long-term trends, comparison to Media sector
| Walt Disney Co. | Media | |
|---|---|---|
| Oct 1, 2005 | 4.77% | 2.65% |
| Sep 30, 2006 | 5.62% | 3.62% |
| Sep 29, 2007 | 7.69% | 4.52% |
| Sep 27, 2008 | 7.08% | 5.20% |
| Oct 3, 2009 | 5.24% | 1.56% |
| Oct 2, 2010 | 5.73% | 3.84% |
| Oct 1, 2011 | 6.66% | 3.69% |
| Sep 29, 2012 | 7.59% | 4.09% |
| Sep 28, 2013 | 7.55% | 6.45% |
| Sep 27, 2014 | 8.91% | 6.26% |
| Oct 3, 2015 | 9.51% | 7.14% |
| Oct 1, 2016 | 10.20% | 5.18% |
| Sep 30, 2017 | 9.37% | 9.28% |
Source: Based on data from Walt Disney Co. Annual Reports
Comparison to Consumer Services Industry
Walt Disney Co., ROA, long-term trends, comparison to Consumer Services industry
| Walt Disney Co. | Consumer Services | |
|---|---|---|
| Oct 1, 2005 | 4.77% | 6.78% |
| Sep 30, 2006 | 5.62% | 7.02% |
| Sep 29, 2007 | 7.69% | 6.60% |
| Sep 27, 2008 | 7.08% | 5.54% |
| Oct 3, 2009 | 5.24% | 5.16% |
| Oct 2, 2010 | 5.73% | 6.21% |
| Oct 1, 2011 | 6.66% | 6.57% |
| Sep 29, 2012 | 7.59% | 6.28% |
| Sep 28, 2013 | 7.55% | 8.05% |
| Sep 27, 2014 | 8.91% | 6.56% |
| Oct 3, 2015 | 9.51% | 7.36% |
| Oct 1, 2016 | 10.20% | 7.22% |
| Sep 30, 2017 | 9.37% | 7.93% |
Source: Based on data from Walt Disney Co. Annual Reports