Mulya.ai
Ticker
DIS
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.239
Beta (levered) ?1.611
Terminal OM% ?14.6%
Segment conc. ?21% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

DIS · The Walt Disney Company

$96.642026-05-17
Sector: Communication Services; Industry: Entertainment; Sub-Industry: Movies & Entertainment

Intrinsic Value Range Comparison · Mulya.ai

Bull
$114
+18.0% vs market
Base · active
$58
-39.6% vs market
Bear
$50
-48.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $50
Base $58
Market $97
Bull $114
Median $137
Market Price $97
Mulya.ai Base $58
Analysts Median $137
Mulya.ai IV range ($50 · $114)
Analysts Range ($134 · $151)
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
2022.Q1$67.4B5.4%11.8%$3.2B$870MM$4.1B8.2%2.5%$129.6B$1.11
2023.Q1$82.7B22.7%8.2%30.8%$4.7B$944MM$5.6B9.7%3.5%$136.1B$1.75
2024.Q1$88.9B7.5%10.1%28.8%$6.4B$656MM$7.1B10.3%4.6%$141.2B$1.31
2025.Q1$91.4B2.8%13.0%25.0%$8.9B−$1.5B$7.4B10.1%6.3%$141.8B$2.77
2026.Q1$95.7B4.8%14.2%0.0%$15.0B−$6.4B$8.7B11.3%10.3%$149.4B$6.8312.7
italics below = DCF projection · 10yr Rev CAGR: 4.4%
2027.Q1$101.5B+6.1%14.2%2.0%$14.2B−$6.6B$7.6B9.8%$6.9B9.3%$156.0B$7.9012.2
2028.Q1$106.7B+5.1%14.3%4.0%$14.7B−$6.4B$8.3B9.7%$6.8B9.2%$162.4B$8.1811.8
2029.Q1$111.1B+4.1%14.4%6.0%$15.0B−$6.1B$8.9B9.6%$6.8B9.1%$168.6B$8.3911.5
2030.Q1$115.7B+4.1%14.5%8.0%$15.4B−$3.9B$11.6B9.5%$8.0B9.0%$172.4B$8.6011.2
2031.Q1$120.5B+4.1%14.7%10.0%$15.9B−$4.4B$11.5B9.3%$7.3B9.1%$176.8B$8.8610.9
Term. Yr+$153.4B4.1%14.7%20.0%$18.0B−$8.6B$9.4B8.6%$86.0B8.6%
Active scenario IV: $58 (-39.6% vs market)