Two media giants with advantages over Netflix

Analyst Neil Macker sees challenges to Netflix's valuation, and says Disney and Fox may be better alternatives for investors.

Neil Macker, CFA 23 February, 2017 | 6:00PM

 

 

Neil Macker: We recently examined the subscription video on demand, or SVOD, marketplace. In the U.S., this marketplace is dominated by three providers: Hulu, Amazon Instant Video, and most famously, Netflix. Both Netflix and Amazon now offer services in almost every country in the world, with a few exceptions--the key one being China. As a result of our research, we see five key challenges to Netflix's valuation as it expands globally.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Netflix Inc469.96 USD-0.05
The Walt Disney Co128.63 USD-1.22

About Author

Neil Macker, CFA

Neil Macker, CFA  Neil Macker, CFA, is a senior equity analyst for Morningstar.

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