Disney Has a Trick Up Its Sleeve. Should You Buy the Stock Now?
Key Points
Disney's stock is down more than 40% in the past five years.
New CEO Josh D'Amaro is focused on growth and efficiency at the entertainment company.
- 10 stocks we like better than Walt Disney ›
Could a "super-app" be the answer to Disney's (NYSE: DIS) lackluster growth?
At a recent investor presentation, newly minted CEO Josh D'Amaro revealed plans to unify the Disney experience into one digital application. From streaming to theme park bookings, merchandise, and other content, the new "super-app" will be personalized for the user while also bringing together all aspects of the Disney universe.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: Disney.
A unified platform could enable Disney to engage users more deeply and cross-sell its various brands and offerings. A Disney ecosystem in the palm of one's hand is a powerful growth engine.
This ambition is not without risk. A superb user experience is a must, and any stumbles in adoption could deeply affect shareholders. There's always the chance that Disney consumers will find this approach annoying.
Disney is in need of a new, higher-growth chapter, and it looks like D'Amaro is focused on doing just that. Disney's stock is down about 7% year to date, but it has really stumbled over the past five years, down more than 42%. The company's forward price-to-earnings (P/E) ratio of 16 indicates the stock is currently fairly priced.
If the entertainment giant can successfully execute upon its new "super-app," the potential upside could be just what Disney's investors have long awaited. D'Amaro is a seasoned Disney veteran, and I think this new app is a great idea if done well. Right now, Disney stock could be a potentially strong long-term buy for investors.
Should you buy stock in Walt Disney right now?
Before you buy stock in Walt Disney, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Walt Disney wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 12, 2026.
Catie Hogan has positions in Walt Disney. The Motley Fool has positions in and recommends Walt Disney. The Motley Fool has a disclosure policy.
Recommended Articles
