Stock Analysis on Net

Walt Disney Co. (NYSE:DIS)

$24.99

Return on Equity (ROE)
since 2005

Microsoft Excel

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Calculation

Walt Disney Co., ROE, 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


The net income attributable to the company exhibits significant fluctuations over the observed period. Beginning with a positive net income of $2,533 million in 2005, there is a general upward trend reaching a peak of $12,598 million in 2018. However, this performance is interrupted in 2020 by a notable net loss of $2,864 million, likely signaling an adverse event or extraordinary circumstance. Following this downturn, the company returns to profitability, with net income recovering to $4,972 million by 2024, though it remains below earlier peak levels.

Total shareholder’s equity shows a consistent growth pattern throughout the period. Starting at $26,210 million in 2005, there is a steady increase with minor fluctuations until 2019, when equity surges sharply to $88,877 million. This elevated level is mostly sustained, maintaining values above $83,000 million through 2024, indicating solid capital base expansion.

The return on equity (ROE) reflects variability corresponding with net income trends. Initially, ROE rises gradually from 9.66% in 2005 to a high of 25.83% in 2018, signaling increasing efficiency in generating profits from equity. The index experiences a significant decline in 2020 to -3.43%, coinciding with the net loss in that year. Subsequent years show modest recovery in ROE, reaching 4.94% by 2024, although still below historical highs, indicating some persistent challenges in profitability relative to equity.

Overall, the company demonstrates strong growth in equity and profitability up to 2018, followed by a sharp downturn in 2020 with a recovery trend seen thereafter. The fluctuations in net income and ROE suggest sensitivity to external or operational disruptions, while the sustained increase in shareholder equity indicates ongoing capital strengthening.


Comparison to Competitors

Walt Disney Co., ROE, 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)