Disney Or Netflix: Which Streaming Giant's Stock Is A Better Post-Pandemic Bet?

Shares of the world’s two largest streaming entertainment giants, $Netflix(NFLX.US)$ and Walt Disney Company (NYSE:DIS), appear to be on a divergent path this year.
Pressured by a sharp pullback in growth-oriented stocks in 2022 and a disappointing earnings report, the Los Gatos-based $Netflix(NFLX.US)$ lost more than a third of its value so far this year. It closed on Monday at $378.51.
Both $Disney(DIS.US)$ and $Netflix(NFLX.US)$ belong in core media holdings for any long-term portfolio. However, Disney is in a better position to deliver growth this year as its legacy businesses reopen and deliver growth.
On the other hand, Netflix has a lead when it comes to content and technology. Instead of favoring one over the other, investors, in our view, should equally divide their positions to capture upside potential in these quality stocks.