Morning Blast: Disney and the Adobe AI Alchemy
DIS trades at 16.0x forward earnings as the Adobe AI deal signals a margin pivot. FCF yield of 2.35% trails the 5.00% Treasury benchmark, but ROIC momentum builds.
DIS
DIS trades at 16.0x forward earnings as the Adobe AI deal signals a margin pivot. FCF yield of 2.35% trails the 5.00% Treasury benchmark, but ROIC momentum builds.