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BA
Equity Analyst
Competition And Production Cost Blowouts Will Hurt Cash Flows
Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.
View narrativeUS$95.94
FV
16.8% overvalued intrinsic discount4.60%
Revenue growth p.a.
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8users have followed this narrative
3 months ago author updated this narrative
GO
Equity Analyst
Parks and Resorts Will Transform Disney Into A Tourism Magnet, Drastically Improving Revenue And Margins
Key Takeaways Disney will transform to a tourism-centered company focusing on parks and resorts, a space lacking any serious competition. I expect sales to grow 4.3% over the next 5 years, primarily driven by Parks.
View narrativeUS$112.22
FV
0.2% undervalued intrinsic discount4.30%
Revenue growth p.a.
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2users have followed this narrative
6 months ago author updated this narrative
WA
Consensus Narrative from 28 Analysts
ESPN's Streaming Launch Will Expand Future Access To Sports Content
Key Takeaways Launching an ESPN streaming product and expanding content offerings aim to boost subscriber growth and positively impact revenue and earnings. Strategic expansion of Parks and integration of Hulu content into Disney+ are expected to drive income growth and enhance profit margins.
View narrativeUS$122.59
FV
8.6% undervalued intrinsic discount4.60%
Revenue growth p.a.
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31users have followed this narrative
2 days ago author updated this narrative