What Every Disney Investor Should Know About Marvel Movies

A bet between two Foolish analysts comes down to the wire as box office data reveals the enduring strength of Marvel movies.

Jun 29, 2014 at 8:49AM

Marvel Movies Mashup June

Three of the summer's top grossers are Marvel movies. Credits: Marvel Studios, Sony, Fox.

Superhero summer is in full swing at movie theaters, with Captain America: The Winter Soldier from Walt Disney's (NYSE:DIS) Marvel Studios battling to maintain its lead over Sony's (NYSE:SNE) The Amazing Spider-Man 2 and Twenty-First Century Fox's (NASDAQ:FOXA) X-Men: Days of Future Past. Which studio should investors be most excited about right now?

Guest host Alison Southwick puts this question to Fool analysts Nathan Alderman and Tim Beyers in this  episode of 1-Up On Wall Street, The Motley Fool's web show in which we talk about the big-money names behind your favorite movies, toys, video games, comics, and more.

Earlier this summer, Nathan bet Tim that Winter Soldier would remain the year's top comic book movie property, solidifying Disney's dominance of the genre despite an April release. Tim put his chips on X-Men: Days of Future Past. A clear winner has yet to emerge.

Winter Soldier tops the year-to-date chart with $710.8 million in worldwide grosses as of this writing, Box Office Mojo reports. The Amazing Spider-Man 2 ranks second with $703.3 million with X-Men: Days of Future Past third at $698.9 million. All of which is better news for Disney than either Sony or Fox, Tim argues.

Certainly Fox deserves kudos for backing the highest-grossing X-Men film to date, which should reignite an important franchise as the studio begins work on X-Men: Apocalypse, which is slated for May 2016.

What investors need to remember is that, in licensing film rights to the X-Men family of characters, Disney and Marvel get a producer's cut for every one of Fox's adaptations -- including Days of Future Past. Meanwhile, with Spider-Man, the House of Mouse in 2011 repurchased exclusive control of merchandising rights to the franchise. Disney's Consumer Products division generated $3.6 billion in merchandising, licensing, and related revenue in fiscal 2013, up from $2.4 billion in fiscal 2009, before Marvel officially joined the empire. (Source: S&P Capital IQ.)

Now it's your turn to weigh in. Click the video to watch as Alison puts Nathan and Tim on the spot, and then leave a comment below tell us what you think of Disney's strategy with Marvel movies. You can also follow us on Twitter for more segments and regular geek news updates!

The 'super' device that could change everything
Imagine the multi-billion dollar sales potential behind a product that can revolutionize the way the world shops and interacts with its favorite brands every day. Now picture one small, under-the radar company at the epicenter of this revolution that makes this all possible. And its stock price has nearly an unlimited runway ahead for early, in-the-know investors. To be one of them and hop aboard this stock before it takes off, just click here.  

Neither Alison Southwick nor Nathan Alderman owned shares in any of the companies mentioned at the time of publication. Tim Beyers owned shares of Walt Disney. The Motley Fool recommends Walt Disney. The Motley Fool owns shares of Walt Disney. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Money to your ears - A great FREE investing resource for you

The best way to get your regular dose of market and money insights is our suite of free podcasts ... what we like to think of as “binge-worthy finance.”

Feb 1, 2016 at 5:03PM

Whether we're in the midst of earnings season or riding out the market's lulls, you want to know the best strategies for your money.

And you'll want to go beyond the hype of screaming TV personalities, fear-mongering ads, and "analysis" from people who might have your email address ... but no track record of success.

In short, you want a voice of reason you can count on.

A 2015 Business Insider article titled, "11 websites to bookmark if you want to get rich," rated The Motley Fool as the #1 place online to get smarter about investing.

And one of the easiest, most enjoyable, most valuable ways to get your regular dose of market and money insights is our suite of free podcasts ... what we like to think of as "binge-worthy finance."

Whether you make it part of your daily commute or you save up and listen to a handful of episodes for your 50-mile bike rides or long soaks in a bubble bath (or both!), the podcasts make sense of your money.

And unlike so many who want to make the subjects of personal finance and investing complicated and scary, our podcasts are clear, insightful, and (yes, it's true) fun.

Our free suite of podcasts

Motley Fool Money features a team of our analysts discussing the week's top business and investing stories, interviews, and an inside look at the stocks on our radar. The show is also heard weekly on dozens of radio stations across the country.

The hosts of Motley Fool Answers challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves.

David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. And he's the host of Rule Breaker Investing, in which he shares his insights into today's most innovative and disruptive companies ... and how to profit from them.

Market Foolery is our daily look at stocks in the news, as well as the top business and investing stories.

And Industry Focus offers a deeper dive into a specific industry and the stories making headlines. Healthcare, technology, energy, consumer goods, and other industries take turns in the spotlight.

They're all informative, entertaining, and eminently listenable. Rule Breaker Investing and Answers are timeless, so it's worth going back to and listening from the very start; the other three are focused more on today's events, so listen to the most recent first.

All are available for free at www.fool.com/podcasts.

If you're looking for a friendly voice ... with great advice on how to make the most of your money ... from a business with a lengthy track record of success ... in clear, compelling language ... I encourage you to give a listen to our free podcasts.

Head to www.fool.com/podcasts, give them a spin, and you can subscribe there (at iTunes, Stitcher, or our other partners) if you want to receive them regularly.

It's money to your ears.


Compare Brokers