1 company with consistent roic is $Walt Disney(DIS)$. Pre-covid their roic are between 11-19% from year 2012-2019. During the lockdown in 2020, it had fallen to negative roic. Since 2021, it has started its recovery, roic had since risen to 3%. I believe this is temporary (drop in roic) as travel is resuming and we are now in post covid phrases where more or less, lifes are back to the 'new norm'.

Base on financial service providers $Walt Disney(DIS)$has a fair value of between $170-190. Their last closing price is around $130 which give them an average discount of 28% below their fair valuation.

This sharing is for educational purposes, not a buy or sell recommendation, thanks.

# Share one quality company with high ROIC which trades at a fair valuation

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • BenjiFuji
    ·2022-04-15
    Which model did you use to valuate Disney at 170-190? Thanks
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    • BenjiFujiReplying toRDPD富爸穷爸
      Got it, thanks
      2022-04-15
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    • RDPD富爸穷爸
      None. I use public information extracted from financial service providers as stated in my post for a rough valuation
      2022-04-15
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  • koolgal
    ·2022-04-15
    Thanks for sharing your insights and knowledge
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  • EvanHolt
    ·2022-04-14
    Life will eventually return to normal. I have faith in Disney.
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  • LouisLowell
    ·2022-04-14
    I also think Disney has room to rise.
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  • RoaringTiger
    ·2022-04-14
    Potential is there. Thanks for the share
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  • Alihuat
    ·2022-04-16
    good to know... and to have  
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  • koolgal
    ·2022-04-15
    Excellent analysis. 
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  • corall
    ·2022-04-14
    There will be room to growth
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  • JRN
    ·2022-04-15
    [Smart] [Smart] [Smart]
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  • hkr
    ·2022-04-16
    To the moon
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  • PatekP
    ·2022-04-16
    Nice. Please like 👍🏻
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  • Rajadurai
    ·2022-04-15
    will it rise????
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  • Angel0804
    ·2022-04-18
    Good one… like
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  • Yolofomo101
    ·2022-04-18
    Great!
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  • AdamNg
    ·2022-04-17
    ok
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  • julianttw
    ·2022-04-16

    No

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  • kelvin1234
    ·2022-04-16
    ok
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  • RiciaYang
    ·2022-04-16
    Thanks
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  • WatsonA
    ·2022-04-15
    [Miser]
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    • ldmmc
      6
      2022-04-16
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  • vic27
    ·2022-04-15
    thanks
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