The video analyzes Disney's stock, DIS, providing a fundamental analysis to determine if it's a buy. The revenue growth is discussed from 52.5 billion to 94.5 billion, with a CAGR of 6.4%. The pandemic's impact on the operating profit margin is highlighted. It went down to 5.2%. The analyst mentions the shift in consumer preference to streaming. They also discuss how the streaming segment became profitable due to higher revenues, but that it may plateau as the market becomes mature. Return on invested capital is at 8.6% with a forward P/E of 18.68. Based on these metrics the analyst gives a target of $122.