There's plenty of competition in streaming services, but Netflix and Disney are undoubtedly two of the biggest names — and both are facing a number of headwinds.
However, analysts' average potential upside tells a different story: Disney gets average potential upside of 26%, according to FactSet data, while Netflix's comes in at just 3.8%.
The case for Netflix For Bank of America, Netflix is a "world class brand" with a "leading global subscriber base."
"I think Netflix is certainly going to have a lot of leverage on revenue growth and cost discipline.
With the kind of blended businesses and the opportunities for improvement, I think Disney is a little bit better in my favor," he said.