From Seekingalpha · Kenio Fontes · · 40s
Disney Skydance Boosts Stock
Skydance merger strengthens Disney's IP value and stock outlook.
In brief
Skydance merger strengthens Disney's IP value and stock outlook. Disney's Skydance merger validates strong IP value and supports stock growth. Originally reported by Seekingalpha.
Disney stock remains buy
The Walt Disney Company remains a buy supported by robust IP portfolio and improving execution.
Skydance merger validates IP value
Industry consolidation highlighted by Skydance merger validates enduring IP value and Disney's competitive position.
Stock trades at 10x forward ev/ebitda
Disney trades at a forward EV/EBITDA of 10x below Warner Bros.' 14x multiple despite superior growth and healthier leverage.
The main idea
Disney's Skydance merger validates strong IP value and supports stock growth.
