Скачать с ютуб Disney Stock Analysis: Netflix at a Discount? My New Buying Target! $DIS Stock в хорошем качестве

Disney Stock Analysis: Netflix at a Discount? My New Buying Target! $DIS Stock

Disney Stock Analysis: Netflix at a Discount? My New Buying Target! $DIS Stock 📌 Affiliate links (I get a commission if you register): • Try Seeking Alpha Premium for free for 7 days and get a $30 discount on the annual plan: https://www.sahg6dtr.com/3LPDKC1/R74QP/ • Support the channel by joining on Patreon:   / investingwithandrew   • For Europe/Australia - Join me on eToro: https://med.etoro.com/B19645_A122700_... Advert. eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Despite the company recovering since the lockdowns, Disney ($DIS) stock is actually even below that level now. But, with a fundamentally powerful company with invaluable IPs that can make a ton of money and potential to see a recovery, let’s see if this might be an opportunity. We see okay margins that recovered quite well and now $DIS are at the low double-digit levels again. The revenue stagnated a decade ago for quite some time, but since the pandemic, the growth kicked off again especially thanks to Disney+. Not only that, but the cash flow is actually similar to what it was before the pandemic. Still, that’s basically before Disney+, which came out in late 2019, so there is a ton of potential revenue that’s not yet reflected in the cash flow. Say they add even half of Netflix and that’s potentially another $3.5 billion, placing them at one of the lowest ratios in their recent history. Just recovering from that to the average is easily a 2x. Not to mention that if they manage to prove that Disney+ can make that much money, the market would probably get more optimistic and trade it at a higher ratio. Even now, they are at a ratio that’s pretty well below the median, but there are reasons behind it. And by the way, Disney+ just got on a positive operating income, so we’ll see in the near future. Financially, we see the current assets below the current liabilities and quite a bit of debt. They fund the difference with short-term credit, which isn’t unusual, and we see a lot of debt coming this year which they’ll probably refinance. I think focusing on reducing it a bit because the interest is pretty high could be a priority but not the main focus. You know, something like 10-20% of the cash flow could go into early repayments and the rest into something with a better return or even a better dividend. The equity isn’t very far from the market cap, but keep in mind that this shouldn’t include the current value of their IPs since they didn’t buy Marvel or Star Wars recently and it doesn’t include Disney itself. They didn’t buy it so it’s not in the balance sheet. Again, it’s a pretty outdated system even in this. We see a lot of goodwill, but that’s Fox, Star Wars and a ton of other acquisitions that they had. 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Seek a duly licensed professional for investment advice. DISCLAIMER 2: The links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partner websites. The video is accurate as of the posting date but may not be accurate in the future. 0:00 Disney ($DIS) Stock Analysis: Earnings, Risk-Reward, Financials 5:55 Disney ($DIS) Stock Valuation #stocks #investing #personalfinance #valueinvesting