Disney had a fantastic fiscal second quarter. It sees no sign of consumer weakness and expects experiences growth to accelerate. Total sales grew 6.5% year over year. Preliminary costs to support new experiences and higher programming costs led to a 50-basis-point contraction in operating margin.
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
|
CMCSA
|
WBD
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.78 | 5.83 | — |
Price/Book Value | 1.59 | 0.95 | 2.08 |
Price/Sales | 1.83 | 0.68 | 1.84 |
Price/Cash Flow | 9.64 | 2.75 | 4.61 |
|
Metric
|
DIS
|
CMCSA
|
WBD
|
|---|---|---|---|
Quick Ratio | 0.55 | 0.71 | 0.51 |
Current Ratio | 0.68 | 0.87 | 0.73 |
Interest Coverage | 7.58 | 6.39 | 0.45 |
|
Metric
|
DIS
|
CMCSA
|
WBD
|
|---|---|---|---|
Return on Assets (Normalized) | 5.68% | 5.46% | −0.48% |
Return on Equity (Normalized) | 10.47% | 15.78% | −1.39% |
Return on Invested Capital (Normalized) | 7.72% | 9.42% | 1.60% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Netflix Inc
NFLX
| Hwlmbwkvhr | Mnpxkyd | $343B | |||
| Warner Bros. Discovery Inc Ordinary Shares - Class A
WBD
| Vhpssph | Sjmc | $68B | |||
| Live Nation Entertainment Inc
LYV
| Hpkjtnzvhs | Dqdcvf | $37B | |||
| Fox Corp Class A
FOXA
| Njmdnnwbv | Kpsy | $26B | |||
| Fox Corp Class B
FOX
| Lwsygcbz | Dwq | $26B | |||
| Roku Inc Class A
ROKU
| Ppqjcqwt | Fzly | $19B | |||
| Warner Music Group Corp Ordinary Shares - Class A
WMG
| Srsmvng | Qgjyw | $16B | |||
| News Corp Class B
NWS
| Pdfjmkty | Rfrm | $15B | |||
| News Corp Class A
NWSA
| Srqxskyy | Lvww | $15B |
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United States