Based on the aggregated intelligence of 135,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, entertainment giant The Walt Disney Company
With that in mind, let's take a closer look at Disney's business and see what CAPS investors are saying about the stock right now.
Disney facts
|
Headquarters (founded) |
Burbank, Calif. (1923) |
|
Market Cap |
$42.07 billion |
|
Industry |
Movies and Entertainment |
|
TTM Revenue |
$36.37 billion |
|
Management |
President/CEO Robert Iger (since 2005) CFO Thomas Staggs (since 1998) |
|
Major Properties |
Pixar, ABC, ESPN, Walt Disney World, Disneyland |
|
Return on Equity (average, last three years) |
13.5% |
|
Dividend Yield |
1.5% |
|
Competitors |
Time Warner
General Electric |
|
CAPS Members Bullish on DIS Also Bullish on |
Apple
Johnson & Johnson |
|
CAPS Members Bearish on DIS Also Bearish on |
Citigroup
Ford Motor |
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS. TTM = trailing 12 months.
Over on CAPS, fully 3,717 of the 4,022 members who have rated Disney -- some 92% -- believe the stock will outperform the S&P 500 going forward. These bulls include All-Star therailsplitter and nickpohl.
In late April, therailsplitter listed several reasons why the Mouse's moat would stay intact:
Strong brand (ingrained in all Americans' heads since childhood)
Large barrier to entry in theme park business
Pixar has separated itself from the competition in terms of quality, creativity, and popularity by a safe margin
The fact that it'd be impossible to reproduce Disney
Many synergistic relationships with other businesses
In a pitch from last week, nickpohl offers an anecdotal update on the "Happiest Place on Earth":
I just got back from Disney in Orlando and you wouldn't know there's a recession. They as a company have everything down to a science and have a product that is marketed incredibly well. The parks are detailed beyond belief, their movies will be around forever, UP is incredible, and they're making Toy Story 3.
This is a pick that isn't even considering financials. But you don't really need to look at them to realize that they can't go wrong: 3 incredibly popular music TV shows/movies in [Jonas Brothers, Hannah Montana, and High School Musical].
What do you think about Disney, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 135,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.
