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Comparing Disney+ Valuation Multiples To Netflix's

Dec. 03, 2021 3:08 PM ETThe Walt Disney Company (DIS)NFLX45 Comments
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Moat Investing


  • We believe Disney is currently overvalued, but that changes to structure might unlock future value for the Disney Direct-to-Consumer segment.
  • Disney+’s limited content library can be the cause of disappointing subscriber growth when compared to Netflix's metrics.
  • Our analysis shows that comparing Disney DTC to Netflix is not sustainable given Disney's limited content library, that much focuses on Marvel and Star Wars, compared to Netflix's wider range.

Person tiene un control remoto de Apple TV usando la nueva aplicación Disney+ en un Vizio TV. El servicio de streaming de vídeo de Disney+ mostrará exclusivamente Star Wars: Jedi Template Challenge.

Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images

Investment Thesis

Upon launch, Disney+ had astounding growth, which has continued until Q3 2021, where subscriber growth has drastically decreased, leading to Disney (NYSE:DIS) missing street expectations and a plunge in

This article was written by

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We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by deep diving into valuations, key business drivers, risk/reward, and different future scenarios.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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