FinscoFinsco

Disney — Returns

$Open the interactive terminal to run `audit returns` with custom options.→
Capital FlowReturnsEarning QualityDebt DisciplineMoat
RETURN METRICS

TICKER: [US.DIS - Disney]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[~] ROE Quality: Mean 11.8% (Mean > 15% = high quality)
[~] ROE Stability: CoV 69.4% (CoV < 10% = highly stable)
[~] ROIC Quality: Mean 11.8% (> 15% = high quality)
[+] ROIIC Efficiency: 44.0% (> 10% = value creating)
[~] ROIC Trend: -1.01%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                   Value
------------------------------
ROE CoV (Stability)      69.4%
ROIC Trend (Slope)   -1.01%/yr


Period         ROE    ROTE    ROA   ROIC  ROIIC-3Y
--------------------------------------------------
2010 ANNUAL  10.6%   47.5%   6.2%      -         -
2011 ANNUAL  12.9%   59.2%   7.3%  13.5%         -
2012 ANNUAL  14.3%   59.0%   8.2%  14.9%         -
2013 ANNUAL  13.5%   57.2%   8.2%  14.8%         -
2014 ANNUAL  16.7%   77.8%   9.5%  17.1%     37.4%
2015 ANNUAL  18.8%   88.0%  10.0%  19.2%     45.3%
2016 ANNUAL  21.7%  110.4%  10.6%  20.7%     57.8%
2017 ANNUAL  21.7%  310.3%   9.8%  19.2%    114.6%
2018 ANNUAL  25.8%  117.8%  13.3%  19.2%     22.2%
2019 ANNUAL  12.4%       -   6.0%   9.8%    -26.1%
2020 ANNUAL  -3.4%       -  -1.2%   2.4%    -11.0%
2021 ANNUAL   2.3%       -   1.2%   2.3%    -13.8%
2022 ANNUAL   3.3%  138.3%   1.7%   4.1%     -6.3%
2023 ANNUAL   2.4%   25.7%   1.6%   5.4%     90.0%
2024 ANNUAL   4.9%   29.9%   2.9%   6.9%     75.8%
2025 ANNUAL  11.3%   45.4%   6.8%   7.8%     44.0%
audit returns
RETURN METRICS TICKER: [US.DIS - Disney] PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[~] ROE Quality: Mean 11.8% (Mean > 15% = high quality)
[~] ROE Stability: CoV 69.4% (CoV < 10% = highly stable)
[~] ROIC Quality: Mean 11.8% (> 15% = high quality)
[+] ROIIC Efficiency: 44.0% (> 10% = value creating)
[~] ROIC Trend: -1.01%/yr (Slope > 0.5%/yr = strengthening moat)
Metric Value
------------------------------
ROE CoV (Stability) 69.4%
ROIC Trend (Slope) -1.01%/yr
Period ROE ROTE ROA ROIC ROIIC-3Y
--------------------------------------------------
2010 ANNUAL 10.6% 47.5% 6.2% - -
2011 ANNUAL 12.9% 59.2% 7.3% 13.5% -
2012 ANNUAL 14.3% 59.0% 8.2% 14.9% -
2013 ANNUAL 13.5% 57.2% 8.2% 14.8% -
2014 ANNUAL 16.7% 77.8% 9.5% 17.1% 37.4%
2015 ANNUAL 18.8% 88.0% 10.0% 19.2% 45.3%
2016 ANNUAL 21.7% 110.4% 10.6% 20.7% 57.8%
2017 ANNUAL 21.7% 310.3% 9.8% 19.2% 114.6%
2018 ANNUAL 25.8% 117.8% 13.3% 19.2% 22.2%
2019 ANNUAL 12.4% - 6.0% 9.8% -26.1%
2020 ANNUAL -3.4% - -1.2% 2.4% -11.0%
2021 ANNUAL 2.3% - 1.2% 2.3% -13.8%
2022 ANNUAL 3.3% 138.3% 1.7% 4.1% -6.3%
2023 ANNUAL 2.4% 25.7% 1.6% 5.4% 90.0%
2024 ANNUAL 4.9% 29.9% 2.9% 6.9% 75.8%
2025 ANNUAL 11.3% 45.4% 6.8% 7.8% 44.0%