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.

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
    你用哪个模型给迪斯尼估值170-190?谢谢
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    • BenjiFujiReplying toRDPD富爸穷爸
      明白了,谢谢
      2022-04-15
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    • RDPD富爸穷爸
      一个都没有。我使用从我的帖子中所说的金融服务提供商那里提取的公开信息来进行粗略的评估
      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
    [聪明][聪明][聪明]
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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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  • kelvingan1688
    ·2022-04-16
    ok
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  • RiciaYang
    ·2022-04-16
    谢谢
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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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