Disney's 24% gain so far in 2024 merely matches the market's jump. Let's see if it can fare even better next year.It's been a good year for Walt Disney (DIS -0.89%) investors. Shares of the media giant are trading 24% higher in 2024 heading into the final full trading week of the year. This happens to match the 24% increase for the S&P 500. If the media giant can edge out the market in the next few days it will be the first time since 2020 that Disney stock beats the S&P 500.Naturally investors don't want t ...

With the broad market indexes are trading near their all-time highs, investors might be discouraged because they're finding fewer places to park their hard-earned savings. It's understandable to think that solid bargains are hard to come by these days.However, I'm here to tell you to remain optimistic. In fact, investors have a great opportunity right now to buy a growth stock recently trading 44% below its peak. Here's what you need to know.Streaming profitabilityInvestors should consider scooping up share ...

Disney has a successful track record of acquiring media properties and bringing them to a new level.The entertainment industry has always been tough to navigate. Whether you're a Hollywood star or a famous athlete, the entertainment world is predicated on a "what have you done for me lately?" mentality.But one company that seems to defy expectations time and again is The Walt Disney Company (DIS 0.59%). For a century, Disney has captivated audiences around the world like no other company in history. From an ...

Disney (DIS) is positioning itself for significant growth as it approaches 2025, leveraging its unparalleled content ecosystem, streaming success and expanding parks business. With fourth-quarter fiscal 2024 results demonstrating strong execution across segments and a clear strategic roadmap ahead, Disney presents a compelling investment case. The stock has outperformed the broader market, gaining 23.3% year to date compared with the Zacks Consumer Discretionary sector’s growth of 11%, reflecting investor c ...

文章核心观点 - 美国媒体和娱乐行业在2025年展现出引人注目的投资机会，行业估值显示潜在的上涨空间，尤其是在数字化转型和流媒体发展的背景下[1] 行业估值 - 媒体行业目前的市销率（P/S）为1.14倍，远低于标普500的5.79倍和Zacks消费者非必需品行业的2.26倍，显示出其估值具有吸引力[1] - 行业中位数估值为1.09倍，表明随着公司如迪士尼、Reservoir Media和Paramount Global执行数字化转型战略并优化内容投资，存在估值倍数扩张的空间[1] 数字化转型和流媒体演进 - 流媒体服务正在成熟并走向盈利，迪士尼和华纳兄弟探索等主要公司设定了雄心勃勃的目标，迪士尼预计到2026年实现10%的营业利润率[4] - 下一代流媒体2.0的兴起，包括战略性国际合作伙伴关系和创新的捆绑安排，为这些公司提供了持续增长的潜力[4] - 流媒体平台广告的扩展预示着利润率扩张的强劲潜力[4] 票房复苏和内容优化 - 影院市场显示出强劲的复苏迹象，2025年票房预计将达到93亿美元，尽管仍低于2019年的114亿美元[5] - 主要工作室如迪士尼和华纳兄弟探索正在战略性地管理内容投资，同时保持高质量的生产计划，迪士尼的扩展漫威片单、《阿凡达》电影以及华纳兄弟探索的新超人电影等，表明强大的内容管道可能推动显著的收入增长[5] 体育节目和广告韧性 - 尽管市场存在不确定性，2025年广告预计将增长4.3%，体育节目仍然是价值创造的基石，主要广播权已确保至2028年[6] - 行业能够利用体育内容在传统和流媒体平台上的优势，展示了其适应性和收入优化潜力[6] 展望2025年 - 战略性内容管理、流媒体盈利能力和强大的体育节目相结合，创造了一个引人注目的投资叙事[7] - 对于寻求媒体行业下一增长阶段曝光的投资者，当前的估值提供了一个考虑领先媒体公司投资机会的时机[7] 公司分析 迪士尼 - 迪士尼的资产包括电影、电视节目和主题公园，受益于国际主题公园和度假业务的强劲复苏[9] - 近期在香港迪士尼的《冰雪奇缘》主题区、巴黎的沃尔特迪士尼公园以及上海迪士尼的《疯狂动物城》主题区等新景点，预计将提升主题公园业务的前景[10] - 迪士尼专注于体育流媒体，特别是ESPN+上的直播体育，预计将吸引更多订阅者，MLB体育权协议续签至2028年和与西班牙足球甲级联赛的协议进一步增强了公司的体育内容组合[11] - 强劲的国际增长，特别是在亚洲，有望解锁新的收入流，公司2027年的强劲指引、战略性ESPN整合和30亿美元的股票回购展示了管理层的信心[12] - 公司2025财年盈利的Zacks共识估计在过去30天内上调了0.6%至每股5.38美元，股价今年迄今上涨了23.3%[12] Reservoir Media - Reservoir Media作为音乐版权行业的引人注目的参与者，拥有超过14万份跨多个流派的版权的优质目录[13] - 公司的战略性收购标志性目录，加上流媒体的爆炸性增长，为其持续的收入扩张提供了完美的定位[13] - 公司宣布计划通过发行各种证券筹集高达1亿美元的资金，此举表明Reservoir的雄心是通过收购推动进一步增长并减少债务[14] - 公司2025财年盈利的Zacks共识估计在过去30天内保持稳定在每股7美分，股价今年迄今上涨了20.1%[15] Paramount Global - Paramount Global作为被低估的娱乐巨头，拥有卓越的内容库和通过Paramount+增长的流媒体业务[17] - Paramount+通过必看的体育内容、热门节目和重磅电影推动订阅增长，公司的战略重点是优质内容创作和国际扩张，提供了显著的上行潜力[18] - 公司2025年盈利的Zacks共识估计在过去30天内保持稳定在每股1.86美元，股价今年迄今下跌了27.8%[19]

文章核心观点 - 文章比较了迪士尼（DIS）和培生（PSO）两家媒体集团的股票，认为迪士尼在当前提供了更好的价值投资机会 [1][7] 公司分析 - 迪士尼和培生目前的Zacks Rank分别为2（买入）和3（持有），表明迪士尼的盈利前景改善更为显著 [3] - 迪士尼的Value grade为B，而培生的Value grade为C，迪士尼在估值指标上表现更优 [7] 估值指标 - 迪士尼的远期市盈率（P/E）为20.71，培生的远期市盈率为20.79 [5] - 迪士尼的PEG比率为2.01，培生的PEG比率为3.08，PEG比率考虑了公司的预期EPS增长率 [5] - 迪士尼的市净率（P/B）为1.93，培生的市净率为2.24 [6] 估值方法 - Style Score Value grade综合考虑了市盈率（P/E）、市销率（P/S）、盈利收益率、每股现金流等多个关键估值指标 [4]

Walt Disney Company DIS may have bright days thanks to theme parks and streaming, according to Rosenblatt’s Barton Crockett.The Disney Analyst: Crockett maintains a Buy rating on Disney and raised the price target from $122 to $135.The Analyst Takeaways: Disney's growth looks "do-able" and the stock is "buyable," Crockett writes in a new investor note.Read Also: Disney Q4 Earnings: Revenue And Profit Beat, Best Film Studio Performance, 3-Year Outlook And MoreThe new $135 price target assumes Disney shares c ...

核心观点 - 迪士尼公司同意支付2.33亿美元以解决由迪士尼乐园员工提起的集体诉讼，该诉讼指控公司未能满足当地最低工资要求 [1][2][7] 诉讼背景 - 诉讼由迪士尼乐园员工提起，指控公司未按安纳海姆市的最低工资法支付工资 [5][8] - 争议始于2018年2月，当时一组工会发布调查报告，指出公司员工难以赚取足够收入支付基本开支 [6][8] - 2019年12月，员工提起集体诉讼，指控公司试图非法规避最低工资法 [8] 和解细节 - 和解金额为2.33亿美元，包括欠薪及利息，覆盖超过50,000名现任和前任员工 [1][2][7] - 和解涵盖自2019年1月1日起的欠薪及利息，当天安纳海姆的15美元/小时最低工资法生效 [2] - 公司还同意支付罚款、利息和其他费用 [2] - 加州州法官将于2024年1月17日审查和解协议，如获批准，每位员工将收到通知，告知他们将获得的金额 [3] 工资调整 - 2023年7月，迪士尼与迪士尼乐园的工会员工达成新合同，将最低工资提高至24美元/小时 [3] - 目前，所有员工至少达到安纳海姆市最低工资法要求的19.90美元/小时，其中95%的员工工资更高 [6] 公司回应 - 迪士尼乐园发言人表示，公司对这一事项即将解决感到满意 [4]

Tired Disney (DIS -1.36%) shareholders are finally getting a break from their disappointment. Disney stock, which has been on the way down for a few years, perked up recently, and it's gained 16% over the past month.It's a nice gift for shareholders as we get closer to 2025. To sweeten it even more, management just raised the dividend by 33% to $1. It looks like the situation is improving. Is now the time for new investors to jump in?Wishing upon a starLet's not get carried away with Disney's gain; at the t ...

As a household name, Disney (NYSE: DIS) is a cultural powerhouse. However, even companies of such size and importance are not immune to wider factors. Notably, in September of 2023, DIS shares were trading at a 10-year low. Over the course of 2024, Disney stock has continued to experience significant volatility —  at times, reaching prices as high as $122.82, and at others, as low as $85.60. There’s no big secret at play — the explanation is quite simple. A lot of Disney’s revenue comes from two sources whe ...