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News  ›  The Motley Fool

Forget IMAX Stock and Look at DIS Instead

The Motley Fool Logo The Motley Fool By Eric Volkman
Forget IMAX Stock and Look at DIS Instead

While IMAX had a strong 2025 with record box office performance, analyst Eric Volkman argues that Walt Disney is the superior entertainment investment. Disney offers a more diversified revenue base across multiple segments (entertainment, sports, experiences), better valuation metrics, and stronger growth prospects, despite being less trendy than IMAX among current investors.

Insights
DIS   positive

Disney is recommended as the superior buy with a larger, more diversified business model, better valuation metrics (P/B: 1.84, P/S: 2.2, forward P/E: 17), streaming profitability achieved in 2024, 3% revenue growth to $94B, and 58% net profit surge. Guidance shows double-digit operating income growth expected for entertainment segment in fiscal 2026.