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Better Buy: Roku vs. Disney


Over the past year, the COVID-19 crisis generated strong tailwinds for Roku (NASDAQ: ROKU) but brutal headwinds for Disney (NYSE: DIS).

Roku's growth accelerated as more people bought its streaming devices to watch shows and movies at home. Disney's growth decelerated as it shut down its theme parks, dealt with theater closures and delayed movies, and continued to lose cable subscribers to streaming platforms.

As a result, Roku's stock more than doubled this year as Disney's stock rose by the low single digits. But with several vaccines on the horizon, is it time to take profits in Roku and bet on Disney's recovery?

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Source Fool.com

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