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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)
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Author: abromber ✧  😊 😞
Number: of 70 
Subject: DIS Intrinsic Value $56.69?
Date: 06/07/2023 10:53 PM
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https://seekingalpha.com/article/4609911-walt-disn...
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Author: tecmo ⎊  😊 😞
Number: of 70 
Subject: Re: DIS Intrinsic Value $56.69?
Date: 09/05/2023 1:36 PM
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The key chart (for me at least) is the question of Margins - can they get back to 2018 levels?


            2018      2019     2020    2021    2022
Gross Margin     45%       40%      33%     33%     34%    
EBIT Margin      25%       17%       6%      5%      8%
Net Margin       21%       16%      -4%      3%      4%


The gross margin is most concerning; has the shift to streaming fundamentally changed the business model.

tecmo
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