Walt Disney (NYSE: DIS) and Amazon (NASDAQ: AMZN) are top companies with a long history of providing solid returns to investors. Disney’s track record is much longer, but Amazon has the edge in share-price performance over the last two decades. During the coronavirus pandemic, however, they’re almost at opposite ends of the spectrum — Amazon can barely keep up with its surging demand, while Disney has had to close many of its most lucrative operations. And Amazon’s advantages don’t end in the aftermath of the pandemic. Moreover, nobody knows when there will be an end to restrictions on in-person gatherings — on which The House of Mouse is extremely reliant.
It’s clear that Amazon has the advantage in the short run, but let’s see if Disney’s long-run prospects are enough to overtake the e-commerce retailer as the better investment.