, 4 tweets, 2 min read Read on Twitter
Matt looks at media evolution through Disney segment margins
I did similar with the various segments as a percent of total DIS operating income
Was curious what returns looked like at the segment level. This is based on 10-K disclosures of Operating Income and Identifiable Assets by segment. So this is pre tax ROA, as allocated, and before the segments were recently revised. Amazing the studio is approaching Media Nets.
Assuming a constant 25% tax rate over time to normalize returns, this is NOPAT/Assets, again as allocated. All three big segments have double digit after tax returns on assets.
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