Blue-Chip

Consider Investing in This NYSE-Listed Large-Cap Entertainment Stock - DIS

November 19, 2021 | Team Kalkine
Consider Investing in This NYSE-Listed Large-Cap Entertainment Stock - DIS

The Walt Disney Company

DIS Details

The Walt Disney Company (NYSE: DIS) operates as a worldwide entertainment company. Its operating segments are 1) Disney Media and Entertainment Distribution (DMED), which is engaged in the global film and episodic television content production and distribution activities and 2) Disney Parks, Experiences and Products (DPEP), which operate theme parks and resorts, cruise lines, vacation clubs and others as well as licensing and sale of branded merchandise through retail, online and wholesale channels. As of November 18, 2021, the company’s market capitalization stood at USD 285.89 billion.

Latest News:

  • Launch of Sensational Six Inspired Stay-Cation: On November 16, 2021, DIS launched Mickey and Friends Stay True: Stay-Cation, a Mickey and Friends (AKA Sensational Six) inspired campaign that includes their interests in cuisine, arts and fashion, and pets and plays.
  • Disposal of Stake: On October 28, 2021, DIS and the founding family of Fox TeleColombia & Estudios TeleMexico agreed to sell a majority stake in the acclaimed Spanish language content company Fox TeleColombia & Estudios TeleMexico to ViacomCBS Networks International (VCNI), a subsidiary of ViacomCBS Inc. VCNI will operate Fox TeleColombia and Estudios TeleMexico in collaboration with the founding family.

Q4FY21 Results:

  • Surge in Topline: The company reported YoY growth of 26.02% in total revenue to USD 18.53 billion in Q4FY21 (ended October 02, 2021) compared to USD 14.71 billion in Q4FY20 (ended October 03, 2021). The DMED segment, representing 70.59% of the total revenue in Q4FY21, improved 9.27% YoY, whereas the DPEP segment expanded 99.41% YoY.
  • Improved Profitability: DIS reported a net income of USD 159 million in Q4FY21 vs. a net loss of USD 710 million in Q4FY20.
  • Cash and Debt Position: As of October 02, 2021, the company had cash & cash equivalents of USD 15.96 billion and total debt of USD 54.41 billion.

Key Risks:

  • Risk Related to COVID-19 Pandemic: DIS operates in the entertainment industry, which suffered a massive hit due to the outbreak of the COVID-19 pandemic. The imposition of lockdowns and travel restrictions to prevent its spread led to a sharp decline in global commercial activity across the industry. Should this declining trend continue, it could harm the financials of the company.
  • Competition Risk: DIS faces direct competition from various alternative providers of similar products and services and other forms of entertainment. Should this competition intensify further, it could harm the company's prospects.

Valuation Methodology: EV/Sales Multiple Based Relative Valuation

(Analysis by Kalkine Group)

  • % Premium/(Discount) is based on our assessment of the company's FY1 trading multiple after considering its key growth drivers, economic moat, stock's historical trading multiples versus peer average/median, and investment risks.

DIS Daily Technical Chart (Source: REFINITIV)

Stock Recommendation:

DIS' share price has declined 14.98% in the past nine months and is currently leaning towards the lower-band of the 52-week range of USD 140.86 to USD 203.02. The stock is currently trading below its 50 and 200 DMA levels, and its RSI Index is at 26.91. We have valued the stock using the EV/Sales-based relative valuation methodology and arrived at a target price of USD 200.01.

Considering the correction in the stock price in the past nine months, strong top and bottom-line performance, current valuation, and associated risks, we recommend a "Buy" rating on the stock at the closing price of USD 155.58, down 1.11% as of November 18, 2021.

* The reference data in this report has been partly sourced from REFINITIV.

* All forecasted figures and industry information have been taken from REFINITIV.

*Depending upon the risk tolerance, investors may consider unwinding their positions in a respective stock once the estimated target price is reached.   


Disclaimer - This report has been issued by Kalkine Pty Limited (ABN 34 154 808 312) (Australian financial services licence number 425376) (“Kalkine”) and prepared by Kalkine and its related bodies corporate authorised to provide general financial product advice. Kalkine.com.au and associated pages are published by Kalkine.

Any advice provided in this report is general advice only and does not take into account your objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your objectives, financial situation and needs before acting upon it.

There may be a Product Disclosure Statement, Information Statement or other offer document for the securities or other financial products referred to in Kalkine reports. You should obtain a copy of the relevant Product Disclosure Statement, Information Statement or offer document and consider the statement or document before making any decision about whether to acquire the security or product.

You should also seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice in this report or on the Kalkine website. Not all investments are appropriate for all people.

The information in this report and on the Kalkine website has been prepared from a wide variety of sources, which Kalkine, to the best of its knowledge and belief, considers accurate. Kalkine has made every effort to ensure the reliability of information contained in its reports, newsletters and websites. All information represents our views at the date of publication and may change without notice.

Kalkine does not guarantee the performance of, or returns on, any investment. To the extent permitted by law, Kalkine excludes all liability for any loss or damage arising from the use of this report, the Kalkine website and any information published on the Kalkine website (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine hereby limits its liability, to the extent permitted by law, to the resupply of services.

Please also read our Terms & Conditions and Financial Services Guide for further information.

On the date of publishing this report (referred to on the Kalkine website), employees and/or associates of Kalkine and its related entities do not hold interests in any of the securities or other financial products covered on the Kalkine website.


Kalkine Media Pty Ltd, an affiliate of Kalkine Pty Ltd, may have received, or be entitled to receive, financial consideration in connection with providing information about certain entity(s) covered on its website.