Stock Analysis on Net

Walt Disney Co. (NYSE:DIS)

$24.99

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

Walt Disney Co., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2024-09-28), 10-K (reporting date: 2023-09-30), 10-K (reporting date: 2022-10-01), 10-K (reporting date: 2021-10-02), 10-K (reporting date: 2020-10-03), 10-K (reporting date: 2019-09-28), 10-K (reporting date: 2018-09-29), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-10-01), 10-K (reporting date: 2015-10-03), 10-K (reporting date: 2014-09-27), 10-K (reporting date: 2013-09-28), 10-K (reporting date: 2012-09-29), 10-K (reporting date: 2011-10-01), 10-K (reporting date: 2010-10-02), 10-K (reporting date: 2009-10-03), 10-K (reporting date: 2008-09-27), 10-K (reporting date: 2007-09-29), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-10-01).

1 US$ in millions


Net Income (Loss) Attributable to the Company
The net income exhibits a general upward trend from 2005 through 2019, increasing from $2,533 million to a peak of $12,598 million in 2018. There is a notable decline in 2020, with a loss of $2,864 million likely attributable to extraordinary circumstances impacting operations that year. Following this dip, net income gradually recovers over the subsequent years, reaching $4,972 million by 2024, though remaining below the pre-2020 peak levels.
Total Assets
Total assets display steady growth over the period from $53,158 million in 2005 to a significant increase to $193,984 million in 2019, likely reflecting strategic expansions or acquisitions. After this substantial jump, total assets plateau and show marginal fluctuations, stabilizing around $196,219 million by 2024, indicating a phase of consolidated asset management or optimization.
Return on Assets (ROA)
ROA shows an overall positive trend from 4.77% in 2005, rising steadily to peak at 12.78% in 2018, which suggests improved efficiency in asset utilization leading up to that year. The sharp decline to -1.42% in 2020 coincides with the net income loss and reflects operational challenges that severely affected profitability relative to asset base. Subsequent years show a modest recovery to 2.53% by 2024, still significantly lower than peak levels, indicating a gradual but incomplete rebound in asset profitability.
Overall Observations
The financial data reveals a pattern of robust growth and increasing profitability from 2005 until 2019, demonstrating successful expansion and improved operational efficiency. The marked disruptions in 2020 led to a temporary reversal in both profitability and return measures, with partial recovery evidenced thereafter. The stabilization of total assets post-2019 suggests a shift towards consolidating existing investments and managing resources with caution. The recovery in net income and ROA remains ongoing but has not yet returned to the previously attained peak performance.

Comparison to Competitors

Walt Disney Co., ROA, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2024-09-28), 10-K (reporting date: 2023-09-30), 10-K (reporting date: 2022-10-01), 10-K (reporting date: 2021-10-02), 10-K (reporting date: 2020-10-03), 10-K (reporting date: 2019-09-28), 10-K (reporting date: 2018-09-29), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-10-01), 10-K (reporting date: 2015-10-03), 10-K (reporting date: 2014-09-27), 10-K (reporting date: 2013-09-28), 10-K (reporting date: 2012-09-29), 10-K (reporting date: 2011-10-01), 10-K (reporting date: 2010-10-02), 10-K (reporting date: 2009-10-03), 10-K (reporting date: 2008-09-27), 10-K (reporting date: 2007-09-29), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-10-01).


Comparison to Sector (Media & Entertainment)


Comparison to Industry (Communication Services)