Disney — Returns
RETURN METRICS
TICKER: [US.DIS - Disney]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[~] ROE Quality: Median 12.6%
↳ Median > 15% = high quality
[~] ROE Stability: CoV 69.4%
↳ CoV < 10% = highly stable
[~] ROIC Quality: Median 13.5%
↳ Median > 15% = high quality
[~] ROIC Stability: CoV 56.1%
↳ CoV < 10% = highly stable
[+] ROIIC Efficiency: 44.0%
↳ > 10% = value creating
[~] ROIC Trend: -1.01%/yr
↳ Slope > 0.5%/yr = strengthening moat
[~] ROIC Trend Reliability: R² 46%
↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy
Metric ROE ROTE ROA ROIC ROIIC-3Y
-----------------------------------------------------------
Mean 11.8% 89.7% 6.4% 11.8% 35.8%
Median 12.6% 59.2% 7.0% 13.5% 40.7%
Max 25.8% 310.3% 13.3% 20.7% 114.6%
Min -3.4% 25.7% -1.2% 2.3% -26.1%
StdDev 8.2% 74.6% 4.1% 6.6% 44.6%
CoV 69.4% 83.1% 63.7% 56.1% 124.4%
Slope -0.81%/yr 1.39%/yr -0.45%/yr -1.01%/yr -
R² 22% 1% 27% 46% -
[DATA]
Period ROE ROTE ROA NOPAT IC ROIC ROIIC-3Y
-------------------------------------------------------------------
2010 ANNUAL 10.6% 47.5% 6.2% 5.31B 44.99B - -
2011 ANNUAL 12.9% 59.2% 7.3% 6.15B 46.03B 13.5% -
2012 ANNUAL 14.3% 59.0% 8.2% 7.00B 48.24B 14.9% -
2013 ANNUAL 13.5% 57.2% 8.2% 7.47B 52.94B 14.8% -
2014 ANNUAL 16.7% 77.8% 9.5% 9.12B 53.64B 17.1% 37.4%
2015 ANNUAL 18.8% 88.0% 10.0% 10.45B 54.95B 19.2% 45.3%
2016 ANNUAL 21.7% 110.4% 10.6% 11.34B 54.55B 20.7% 57.8%
2017 ANNUAL 21.7% 310.3% 9.8% 10.96B 59.39B 19.2% 114.6%
2018 ANNUAL 25.8% 117.8% 13.3% 11.72B 62.60B 19.2% 22.2%
2019 ANNUAL 12.4% - 6.0% 9.35B 127.22B 9.8% -26.1%
2020 ANNUAL -3.4% - -1.2% 3.00B 123.31B 2.4% -11.0%
2021 ANNUAL 2.3% - 1.2% 2.89B 126.29B 2.3% -13.8%
2022 ANNUAL 3.3% 138.3% 1.7% 5.35B 131.78B 4.1% -6.3%
2023 ANNUAL 2.4% 25.7% 1.6% 7.10B 131.91B 5.4% 90.0%
2024 ANNUAL 4.9% 29.9% 2.9% 9.41B 138.98B 6.9% 75.8%
2025 ANNUAL 11.3% 45.4% 6.8% 10.93B 140.95B 7.8% 44.0%audit returns
RETURN METRICS
TICKER: [US.DIS - Disney]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value----------------ROIIC LAG 3YTax Rate 21.0%
[~] ROE Quality: Median 12.6%
↳ Median > 15% = high quality[~] ROE Stability: CoV 69.4%
↳ CoV < 10% = highly stable[~] ROIC Quality: Median 13.5%
↳ Median > 15% = high quality[~] ROIC Stability: CoV 56.1%
↳ CoV < 10% = highly stable[+] ROIIC Efficiency: 44.0%
↳ > 10% = value creating[~] ROIC Trend: -1.01%/yr
↳ Slope > 0.5%/yr = strengthening moat[~] ROIC Trend Reliability: R² 46%
↳ R² > 70% = strong trend, 40-70% = moderate, < 40% = noisy
Metric ROE ROTE ROA ROIC ROIIC-3Y-----------------------------------------------------------Mean 11.8% 89.7% 6.4% 11.8% 35.8%Median 12.6% 59.2% 7.0% 13.5% 40.7%Max 25.8% 310.3% 13.3% 20.7% 114.6%Min -3.4% 25.7% -1.2% 2.3% -26.1%StdDev 8.2% 74.6% 4.1% 6.6% 44.6%CoV 69.4% 83.1% 63.7% 56.1% 124.4%Slope -0.81%/yr 1.39%/yr -0.45%/yr -1.01%/yr -R² 22% 1% 27% 46% -
[DATA]
Period ROE ROTE ROA NOPAT IC ROIC ROIIC-3Y-------------------------------------------------------------------2010 ANNUAL 10.6% 47.5% 6.2% 5.31B 44.99B - -2011 ANNUAL 12.9% 59.2% 7.3% 6.15B 46.03B 13.5% -2012 ANNUAL 14.3% 59.0% 8.2% 7.00B 48.24B 14.9% -2013 ANNUAL 13.5% 57.2% 8.2% 7.47B 52.94B 14.8% -2014 ANNUAL 16.7% 77.8% 9.5% 9.12B 53.64B 17.1% 37.4%2015 ANNUAL 18.8% 88.0% 10.0% 10.45B 54.95B 19.2% 45.3%2016 ANNUAL 21.7% 110.4% 10.6% 11.34B 54.55B 20.7% 57.8%2017 ANNUAL 21.7% 310.3% 9.8% 10.96B 59.39B 19.2% 114.6%2018 ANNUAL 25.8% 117.8% 13.3% 11.72B 62.60B 19.2% 22.2%2019 ANNUAL 12.4% - 6.0% 9.35B 127.22B 9.8% -26.1%2020 ANNUAL -3.4% - -1.2% 3.00B 123.31B 2.4% -11.0%2021 ANNUAL 2.3% - 1.2% 2.89B 126.29B 2.3% -13.8%2022 ANNUAL 3.3% 138.3% 1.7% 5.35B 131.78B 4.1% -6.3%2023 ANNUAL 2.4% 25.7% 1.6% 7.10B 131.91B 5.4% 90.0%2024 ANNUAL 4.9% 29.9% 2.9% 9.41B 138.98B 6.9% 75.8%2025 ANNUAL 11.3% 45.4% 6.8% 10.93B 140.95B 7.8% 44.0%