Mulya.ai
Ticker
DIS
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.394
Beta (levered) ?1.773
Terminal OM% ?14.6%
Segment conc. ?21% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

DIS · The Walt Disney Company

$98.792026-07-21
Sector: Communication Services; Industry: Entertainment; Sub-Industry: Movies & Entertainment

Intrinsic Value Range Comparison · Mulya.ai

Bull
$118
+19.2% vs market
Base · active
$58
-41.5% vs market
Bear
$41
-58.4% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $41
Base $58
Market $99
Bull $118
Median $135
Market Price $99
Mulya.ai Base $58
Analysts Median $135
Mulya.ai IV range ($41 · $118)
Analysts Range ($119 · $164)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q2$88.9B10.1%33.9%$5.9B−$274MM$5.7B9.5%4.3%$138.9B$1.33
2025.Q1$91.4B2.8%13.0%25.0%$8.9B−$1.5B$7.4B10.1%6.4%$141.8B$2.81
2025.Q2$91.4B0.0%13.0%12.4%$10.4B−$2.0B$8.4B10.9%7.4%$141.4B$2.81
2026.Q1$94.4B3.4%14.6%0.0%$15.3B−$6.4B$8.9B11.3%10.5%$149.4B$7.00
2026.Q2$97.3B3.0%15.5%1.6%$14.8B−$5.9B$8.9B10.6%9.9%$150.4B$6.3311.6
italics below = DCF projection · 10yr Rev CAGR: 4.4%
2027.Q2$104.2B+7.1%15.5%3.5%$15.6B−$7.7B$7.9B10.3%$7.1B10.1%$158.1B$8.8011.2
2028.Q2$108.5B+4.2%15.3%5.3%$15.8B−$5.4B$10.4B10.1%$8.6B9.8%$163.5B$8.8911.1
2029.Q2$113.0B+4.2%15.2%7.1%$15.9B−$6.2B$9.7B10.0%$7.3B9.6%$169.7B$8.9811.0
2030.Q2$117.7B+4.2%15.0%9.0%$16.1B−$5.1B$11.0B9.8%$7.5B9.3%$174.8B$9.0710.9
2031.Q2$122.6B+4.2%14.7%10.8%$16.0B−$5.6B$10.4B9.6%$6.5B9.0%$180.4B$9.0410.9
Term. Yr+$156.2B4.1%14.7%20.0%$18.3B−$8.7B$9.6B8.6%$85.6B8.6%
Active scenario IV: $58 (-41.5% vs market)