Disney vs Live Nation Entertainment
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KIRA’s take AI analyst
I put Disney and Live Nation Entertainment side by side, using each one’s latest annual report. Here is what stands out:
- Disney is the larger business, with $94.4B of revenue in fiscal 2025 against $25.2B for Live Nation Entertainment, about 3.7 times as much.
- Live Nation Entertainment grew revenue faster (8.8%, against 3.4%).
- Disney kept more of each dollar of sales as operating profit (18.6% operating margin, against 5.0%).
- Disney turned more of its sales into free cash flow (10.7% FCF margin, against 1.3%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Disney
DIS
4/8
Operating marginNet marginFCF marginPiotroski F-score
Live Nation Entertainment
LYV
4/8
Revenue growth5-year growthNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | DIS FY25 | LYV FY25 |
|---|---|---|
| Size | ||
| Market cap | $192.4B | $42.1B |
| Revenue | $94.4B | $25.2B |
| Free cash flow | $10.1B | $334M |
| Net income | $12.4B | $496M |
| Growth | ||
| Revenue growth | 3.4% | 8.8% |
| 5-year growth | 7.6% | 68.4% |
| Share count change | −1.1% | −1.9% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 18.6% | 5.0% |
| Net margin | 13.1% | 2.0% |
| FCF margin | 10.7% | 1.3% |
| Return on capital | 11.8% | — |
| Return on equity | 11.8% | — |
| Balance sheet | ||
| Net debt | $36.5B | $1.1B |
| Net debt / EBITDA | 1.6x | 0.6x |
| Dividends and buybacks | $5.3B | $23.5M |
| Valuation & quality | ||
| P/E | 22.8x | — |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.