Hello guys, Welcome to Africa's Largest Video Search Engine, and you are watching Disney Stock Analysis: 5-Year Lows! Time to Buy? Disney+ To Unlock Lead to Growth? NYSE: DIS Stock. and this video is uploaded by Investing With Andrew at 2024-06-27T11:38:21-07:00. We are just promoting this video only for entertainment and educational purpose only. I hop you like our Video Search Engine. [TqQkyITNdno]
| Name | Disney Stock Analysis: 5-Year Lows! Time to Buy? Disney+ To Unlock Lead to Growth? NYSE: DIS Stock |
| Video Uploader | Video From Investing With Andrew |
| Upload Date | This Video Uploaded At 27-06-2024 18:38:21 |
| Video Discription | 📌 Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $25 discount on the annual plan: https://www.seekingalpha.link/3LPDKC1/2QZRGT/ • For Europe/Australia - Join me on eToro: https://med.etoro.com/B19645_A122700_TClick_SInvesting_With_Andrew.aspx #advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Join this channel to support me and get access to perks: https://www.youtube.com/channel/UCLqygB-tDDzP8HcNDV0k7ig/join Despite recovering a bit lately, Disney is still well below the level from before the pandemic. But, with Disney+ and the overall streaming environment advancing in a good direction, there is quite a bit of potential. Since I looked into WBD and Comcast recently, I decided to look into Disney again and see if anything is different. The company was affected a lot due to the pandemic. If you remember, they had to close the parks and even when they reopened they weren’t running at full capacity. But, so far they are recovering pretty well, being back almost to the level from before the pandemic. If they make, let’s say $8 billion, for a $185 billion market cap, that’s a ratio of around 23, so definitely a bit high. However, there is untapped potential from Disney+, which so far has been pretty much a money sink as they were investing heavily, but now they might start to reap the benefits, but more on that in the valuation. Financially, they aren’t doing that well, with the current assets not covering the current liabilities. The total assets are well above the total liabilities though, so it’s not terrible and with a credit line or something, they should be ok. You can see about $100 billion in equity, but keep in mind that $74 billion is in goodwill. So, in reality, you have about $30 billion in equity valued at $185 billion. If you look at Comcast or especially Warner Bros - which I covered before - that’s quite a bit. A year ago, they targeted $5.5 billion in annual cost savings from marketing, labor, technology and more. They can then use it to invest or pay back some debt, or do buybacks, dividends and so on. They recently announced a bundle with Warner Bros, and this is an interesting development for the streaming industry. We saw Netflix, Comcast and Apple also doing something similar around the same time. They basically sacrifice the margins, but they potentially win from the volume. Disney and Max together for example have many billions worth of IPs and you can really get a complete package with any of these 2 bundles. Now, comparing it to Netflix, they would be very cheap - like everyone else. Netflix is an almost $300 billion company that finally managed to make like $7 billion. Other videos: Nike (NKE) Stock Analysis - https://youtu.be/GF7VhfAglFU Starbucks (SBUX) Stock Analysis - https://youtu.be/8nIkMF6GhA0 Intel (INTC) Stock Analysis - https://youtu.be/J_Re4A_rruQ Medical Properties Trust (MPW) Stock Analysis - https://youtu.be/SiLVQKIm6q4 PayPal (PYPL) Stock Analysis - https://youtu.be/IrgI2-4-WN0 Stellantis (STLA) Stock Analysis - https://youtu.be/b6aAlGls9O8 Nokia (NOK) Stock Analysis - https://youtu.be/LksBa929CI4 Alibaba (BABA) Stock Analysis - https://youtu.be/XoXtXRndiTU Don't forget to like and subscribe if you appreciate what I do! On my channel, you will find a wide variety of stock analyses - from gold miners such as Barrick Gold (NYSE: GOLD) and Newmont Mining (NYSE: NEM) to tech stocks like Nokia (NYSE: NOK), Alphabet (NYSE: GOOG/GOOGL), Intel (NYSE: INTC) and even healthcare REITs like Medical Properties Trust (NYSE: MPW) and Omega Healthcare Investors (NYSE: OHI). Although I mostly focus on value investing, there will also be plenty of high-yield dividend stocks being analysed on the channel, especially if I believe that there is value in there. Song: ♪ Marshmallow (Prod. by Lukrembo) Link: https://youtu.be/y7KYdqVND4o DISCLAIMER: I am not a financial advisor and nothing on this channel should qualify as investing advice. All information is provided for your education or entertainment. It is not intended to be investment advice. This information is general in nature and has not taken into account your personal financial position or objectives. Seek a duly licensed professional for investment advice. DISCLAIMER 2: The links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partner websites. The video is accurate as of the posting date but may not be accurate in the future. 0:00 Disney (DIS) Stock Review 0:20 Disney (DIS) Financial Analysis, Disney+ vs Netflix, WBD & More 4:15 Disney (DIS) Stock Valuation + Price Target + Conclusions #stocks #investing #personalfinance #valueinvesting [TqQkyITNdno] |
| Category | Education |
| Tags | investing | long term investing | value investing | stocks | stock market | investing in stocks | investing as a beginner | market crash | best stocks to buy now | stocks to buy now | dividend stocks | dividends | dividend | dividend stocks to buy | dividend stocks to hold forever | dis stock | disney stock analysis | dis stock analysis | nyse dis | dis stock earnings | dis stock forecast | is disney stock a buy | disney vs netflix | disney vs warner bros | disney vs wb | disney stock review | wbd | nflx |
