DIS · NYQ · Communication Services
The Walt Disney Company
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 46.83
Market price
USD 102.67
Implied upside
-54.4%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 98.7bn | USD 103.1bn | USD 107.8bn | USD 112.6bn | USD 117.7bn | +4.5% |
| EBIT | USD 11.3bn | USD 11.9bn | USD 12.4bn | USD 13.0bn | USD 13.5bn | +4.5% |
| NOPAT | USD 9.0bn | USD 9.4bn | USD 9.8bn | USD 10.2bn | USD 10.7bn | +4.5% |
| Add depreciation & amortisation | USD 5.8bn | USD 6.0bn | USD 6.3bn | USD 6.6bn | USD 6.9bn | +4.5% |
| Less capital expenditure | USD -6.4bn | USD -6.7bn | USD -7.0bn | USD -7.3bn | USD -7.6bn | +4.5% |
| Less increase in working capital | USD -597.6m | USD -624.5m | USD -652.7m | USD -682.1m | USD -712.9m | +4.5% |
| Free cashflow to firm | USD 7.7bn | USD 8.1bn | USD 8.4bn | USD 8.8bn | USD 9.2bn | +4.5% |
| Discount factor | 0.9518 | 0.8623 | 0.7813 | 0.7078 | 0.6413 | - |
| Present value | USD 7.4bn | USD 7.0bn | USD 6.6bn | USD 6.2bn | USD 5.9bn | -5.3% |
| Present Value Of The Forecast | USD 33.1bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 1.274 | Reported 1.409, pulled toward 1.0 (Blume) |
| Cost of equity | 12.01% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 177.3bn | 79.8% of capital |
| Total debt | USD 44.9bn | 20.2% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 10.38% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
73% of EV
- Forecast FCFF, final year
- USD 9.2bn
- Capex at depreciation, working capital in reinvestment
- USD 14.4bn
- Less reinvestment at g/ROIC (24.1% of NOPAT)
- USD -3.5bn
- Capitalised
- USD 10.9bn
- ROIC (WACC floor)
- 10.4%
- Terminal value, undiscounted
- USD 141.8bn
- Terminal value, discounted
- USD 90.9bn
- Enterprise value
- USD 124.0bn
- Less net debt
- USD 39.2bn
- Equity value
- USD 84.8bn
Exit at 11.3x EBITDA
82% of EV
- Terminal value, undiscounted
- USD 230.7bn
- Terminal value, discounted
- USD 147.9bn
- Enterprise value
- USD 181.0bn
- Less net debt
- USD 39.2bn
- Equity value
- USD 141.8bn
Spread between methods: 50%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 8.38% | 64.32 | 64.65 | 64.98 | 65.31 | 65.64 |
| 9.38% | 54.35 | 54.63 | 54.92 | 55.20 | 55.48 |
| 10.38% | 46.35 | 46.59 | 46.84 | 47.08 | 47.33 |
| 11.38% | 39.78 | 40.00 | 40.21 | 40.43 | 40.64 |
| 12.38% | 34.31 | 34.50 | 34.69 | 34.88 | 35.07 |
Outlined: this model. Green text: above today's price of 102.67. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 4.5% | 20.6% | +16.0pp |
| EBIT margin | 11.5% | 22.5% | +11.0pp |
| Discount rate | 10.4% | 6.0% | -4.4pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.