Experiences and streaming drove Disney's 7% fiscal third-quarter sales growth and operating margin expansion of 3 percentage points versus the prior year. Free cash flow ($3 billion) remained strong amid the experiences investment cycle, and the firm is putting more cash into share repurchases.
No peer can match the depth of Disney’s iconic characters, franchises, or content library, which will keep the firm’s streaming services in high demand and give the firm a leg up in creating new movies and television shows.
Linear television will continue to decline. Even if successful, newer revenue sources like streaming will never equal the profitability Disney once enjoyed.
|
Metric
|
DIS
|
WBD
|
NFLX
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.53 | 403.39 | 29.45 |
Price/Book Value | 1.68 | 2.16 | 10.81 |
Price/Sales | 1.89 | 1.98 | 6.96 |
Price/Cash Flow | 9.58 | 4.77 | 26.22 |
|
Metric
|
DIS
|
WBD
|
NFLX
|
|---|---|---|---|
Quick Ratio | 0.56 | 0.52 | 0.92 |
Current Ratio | 0.71 | 0.78 | 1.14 |
Interest Coverage | 7.71 | −0.74 | 16.94 |
|
Metric
|
DIS
|
WBD
|
NFLX
|
|---|---|---|---|
Return on Assets (Normalized) | 2.61% | 0.70% | 24.78% |
Return on Equity (Normalized) | 4.82% | 2.00% | 50.53% |
Return on Invested Capital (Normalized) | 3.77% | 3.55% | 29.07% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Netflix Inc
NFLX
| LOCK|H@@D>!< | LOCK|$>XZ& | $326B | |||
| Warner Bros. Discovery Inc Ordinary Shares - Class A
WBD
| LOCK|?q!bQ& | LOCK|Rg | $71B | |||
| Live Nation Entertainment Inc
LYV
| LOCK|^>#%MkB | LOCK|vKYK | $40B | |||
| Fox Corp Class A
FOXA
| LOCK|$>W$@<K | LOCK|KmY | $26B | |||
| Fox Corp Class B
FOX
| LOCK|n@fvYrQ | LOCK|@#n | $26B | |||
| Roku Inc Class A
ROKU
| LOCK|TYlMz<j% | LOCK|l!S | $23B | |||
| News Corp Class B
NWS
| LOCK|S??>$B | LOCK|?C$ | $17B | |||
| News Corp Class A
NWSA
| LOCK|YSYYx$ | LOCK|m^T | $17B | |||
| Warner Music Group Corp Ordinary Shares - Class A
WMG
| LOCK|bsW>>BP | LOCK|%%PW | $15B |
United States