Post #48 by tecmo on the US Policy board

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No. of Recommendations: 3

https://www.cnbc.com/2024/08/07/disney-dis-q3-earn...

* Revenue : $23.16B
* EPS of $1.39

Margins are improving (as expected). More work on the top line is needed, seems like parks were the issue. Raising prices is easy, keeping customers at those prices is more tricky of course...

TTM
2024-Q2    $23.16     $1.39
2024-Q1    $22.08     $1.21
2023-Q4    $23.55     $1.22
2023-Q3    $21.24     $0.82
       
           $90.03     $4.64

On a valuation level at $87 / share now - which is 19x earnings and 1.75x revenue. My bull case is for earnings to get back to $6.00 a share and a multiple of 25x on that would get you $150 / share - might take some time...

tecmo
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