Better Buy: Disney vs. Roku
You can't take your family out to vacation at Rokuland. You won't see Roku (NASDAQ: ROKU) cranking out plush dolls, filling up cruise ships, or screening a promising blockbuster at a multiplex near you.
Roku and Walt Disney (NYSE: DIS) may not seem to have a lot in common, but they are both riding high as investments these days on the strength of their streaming businesses. Roku is a streaming pioneer, and between its fast-growing platform and its popular line of streaming devices it has all of its eggs in the digital basket. Disney is a more diversified media empire that was late to the streaming revolution, but it has more than made up for lost time. Disney+ is now generating 7% of its revenue, but Hulu commands a thicker 14% slice. Throw in ESPN+ and roughly a quarter of Disney's business is now coming from its direct-to-consumer digital platforms.
Roku and Disney realize that streaming is the future of video entertainment. Which one is the better buy for your portfolio? I own both, but I don't mind choosing one over the other by the time we're done here. Let's size up Roku and Disney to see their near-term prospects to beat the market.
Source Fool.com
