FMP
May 12, 2022 7:50 PM - Davit Kirakosyan
The Walt Disney Company (NYSE:DIS) shares were trading around 3% lower Thursday afternoon despite the company’s reported Q2 results, with EPS coming in at $1.08, beating the Street estimate of $1.06. Revenue came in at $19.25 billion (up 23% year-over-year), above the Street estimate of $18.36 billion.
The company reported strong momentum across direct-to-consumer and the Parks, but concerns over the longer-term attractiveness of the streaming video business model and the ongoing macro pressures and recessionary fears will likely continue to weigh on sentiment.
Disney+ net adds were 7.9 million, compared to the Street estimate of 5.6 million, with non-Hotstar net adds of 3.6 million largely in-line. Management continues to expect that net adds will accelerate from H1/22 to H2/22, implying that there is little downside risk to Q3/Q4 estimates.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...