Tearsheet

Kartoon Studios (TOON)


Market Price (4/23/2026): $0.7487 | Market Cap: $43.6 Mil
Sector: Communication Services | Industry: Movies & Entertainment

Kartoon Studios (TOON)


Market Price (4/23/2026): $0.7487
Market Cap: $43.6 Mil
Sector: Communication Services
Industry: Movies & Entertainment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 21%

Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Social Media & Creator Economy. Themes include Video Streaming, and Creator Economy Monetization.

Weak multi-year price returns
2Y Excs Rtn is -93%, 3Y Excs Rtn is -148%

Penny stock
Mkt Price is 0.7

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -29%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -62%

Key risks
TOON key risks include [1] a precarious financial position with a high probability of distress, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 21%
1 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Social Media & Creator Economy. Themes include Video Streaming, and Creator Economy Monetization.
2 Weak multi-year price returns
2Y Excs Rtn is -93%, 3Y Excs Rtn is -148%
3 Penny stock
Mkt Price is 0.7
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -31%
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -29%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -62%
8 Key risks
TOON key risks include [1] a precarious financial position with a high probability of distress, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Kartoon Studios (TOON) stock has remained largely at the same level since 12/31/2025 because of the following key factors:

1. Persistent Unprofitability and "Going Concern" Warning: Kartoon Studios reported a net loss of -$24.5 million for the full year 2025, and its audited financial statements, released on March 31, 2026, included an explanatory paragraph from the auditor regarding the company's ability to continue as a "going concern." This material uncertainty about its financial position and future funding needs negatively impacted investor confidence and limited upward stock movement.

2. Share Dilution Counteracting Revenue Growth: While Kartoon Studios achieved a 21% increase in full-year 2025 revenue, reaching $39.4 million, driven by a 50% rise in production services revenue to $26.8 million, shareholders experienced dilution. The total shares outstanding increased by 22.7% in the year leading up to March 18, 2026, offsetting some of the positive impact from revenue growth.

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Stock Movement Drivers

Fundamental Drivers

The 0.7% change in TOON stock from 12/31/2025 to 4/22/2026 was primarily driven by a 21.0% change in the company's P/S Multiple.
(LTM values as of)123120254222026Change
Stock Price ($)0.720.730.7%
Change Contribution By: 
Total Revenues ($ Mil)39390.7%
P/S Multiple0.91.121.0%
Shares Outstanding (Mil)4858-17.4%
Cumulative Contribution0.7%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/22/2026
ReturnCorrelation
TOON0.7% 
Market (SPY)-5.4%10.7%
Sector (XLC)0.1%25.2%

Fundamental Drivers

The -1.7% change in TOON stock from 9/30/2025 to 4/22/2026 was primarily driven by a -17.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)93020254222026Change
Stock Price ($)0.740.73-1.7%
Change Contribution By: 
Total Revenues ($ Mil)38393.8%
P/S Multiple0.91.115.4%
Shares Outstanding (Mil)4858-17.9%
Cumulative Contribution-1.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/22/2026
ReturnCorrelation
TOON-1.7% 
Market (SPY)-2.9%32.2%
Sector (XLC)-0.1%30.8%

Fundamental Drivers

The 16.8% change in TOON stock from 3/31/2025 to 4/22/2026 was primarily driven by a 39.3% change in the company's P/S Multiple.
(LTM values as of)33120254222026Change
Stock Price ($)0.620.7316.8%
Change Contribution By: 
Total Revenues ($ Mil)333920.7%
P/S Multiple0.81.139.3%
Shares Outstanding (Mil)4058-30.6%
Cumulative Contribution16.8%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/22/2026
ReturnCorrelation
TOON16.8% 
Market (SPY)16.3%30.2%
Sector (XLC)23.3%29.5%

Fundamental Drivers

The -73.4% change in TOON stock from 3/31/2023 to 4/22/2026 was primarily driven by a -45.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)33120234222026Change
Stock Price ($)2.730.73-73.4%
Change Contribution By: 
Total Revenues ($ Mil)4639-14.1%
P/S Multiple1.91.1-43.2%
Shares Outstanding (Mil)3258-45.5%
Cumulative Contribution-73.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/22/2026
ReturnCorrelation
TOON-73.4% 
Market (SPY)63.3%21.8%
Sector (XLC)109.5%19.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
TOON Return-24%-56%-70%-58%22%-9%-95%
Peers Return20%-46%35%49%8%-17%17%
S&P 500 Return27%-19%24%23%16%3%88%

Monthly Win Rates [3]
TOON Win Rate42%42%25%17%42%50% 
Peers Win Rate47%33%50%67%50%40% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
TOON Max Drawdown-24%-56%-79%-64%-16%-26% 
Peers Max Drawdown-14%-54%-5%-5%-15%-31% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NFLX, KUST, PSKY, DIS, LYV.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)

How Low Can It Go

Unique KeyEventTOONS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-96.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven2991.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-87.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven685.1%51.3%
2020 Covid PandemicTime to BreakevenTime to BreakevenNot Fully Recovered days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-96.5%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven2749.3%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven166 days120 days

Compare to NFLX, KUST, PSKY, DIS, LYV

In The Past

Kartoon Studios's stock fell -96.8% during the 2022 Inflation Shock from a high on 1/27/2021. A -96.8% loss requires a 2991.5% gain to breakeven.

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About Kartoon Studios (TOON)

Kartoon Studios Inc., a content and brand management company, creates, produces, licenses, and broadcasts educational and multimedia animated content for children worldwide. The company offers Ukulele U, a live-action IP preschool music series; Team Zenko Go!, a preschool computer animated children's streaming television series; Rainbow Rangers, an animated series about the adventures of seven magical girls; Guava Juice, a 2D animated IP series; Shaq's Garage, a children's animated series about the secret adventures; Cocomelon that provides 3D animation videos of traditional nursery rhymes and children's songs; Eggventurers, a preschool animated series; Barbie Productions that provides animated Barbie series; Octonauts, a children's television series based on the children's books; Roblox Rumble, an elimination-style competitive reality series; Spin Master Productions; Madagascar; and Bee & PuppyCat. It also operates a cartoon channel over various platforms. In addition, the company acts as a licensing agent for Llama Llama, Bee & PuppyCat, and Castlevania. It serves various customers and partners, including broadcasters, consumer products licensees, and online platforms. The company was formerly known as Genius Brands International, Inc. and changed its name to Kartoon Studios Inc. in June 2023. Kartoon Studios Inc. was incorporated in 2006 and is headquartered in Beverly Hills, California.

AI Analysis | Feedback

A smaller-scale Disney or Nickelodeon, focused on creating, distributing, and licensing children's animated content.

Like DreamWorks Animation, but with a stronger emphasis on managing and licensing a diverse portfolio of children's brands, and operating its own cartoon channel.

AI Analysis | Feedback

Major Products

  • Ukulele U: A live-action IP preschool music series.
  • Team Zenko Go!: A preschool computer-animated children's streaming television series.
  • Rainbow Rangers: An animated series about the adventures of seven magical girls.
  • Guava Juice: A 2D animated IP series.
  • Shaq's Garage: A children's animated series about secret adventures.
  • Cocomelon: Provides 3D animation videos of traditional nursery rhymes and children's songs.
  • Eggventurers: A preschool animated series.
  • Animated Barbie Series: Animated content produced related to the Barbie brand.
  • Octonauts: A children's television series based on children's books.
  • Roblox Rumble: An elimination-style competitive reality series.
  • Spin Master Content: Animated content developed related to Spin Master Productions.
  • Madagascar Content: Animated content derived from the popular movie franchise.
  • Bee & PuppyCat: An animated series for which the company also acts as a licensing agent.

Major Services

  • Cartoon Channel Operation: The company operates a cartoon channel accessible across various platforms.
  • Content Licensing Agency: Acts as a licensing agent for various intellectual properties.

AI Analysis | Feedback

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Kartoon Studios (TOON) primarily sells its content and licensing rights to other companies rather than directly to individuals. Its major customers, as described, fall into the following categories:

  • Broadcasters
  • Consumer Products Licensees
  • Online Platforms

The company description does not provide specific names of individual customer companies within these categories.

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Mattel (MAT)
Sony Group Corporation (SONY)
Roblox Corporation (RBLX)
Spin Master Corp. (TOY.TO)
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Konami Holdings Corporation (KNMCY)
Moonbug Entertainment

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Andy Heyward, Chairman & Chief Executive Officer

Andy Heyward is an Emmy Award-winning producer recognized for creating more episodes of children's television than any other producer. He is the founder of Kartoon Studios (originally Genius Brands International), which was formed in 2013 from the merger of A Squared Entertainment (which he co-founded) and Genius Brands. Previously, Heyward served as Chairman and CEO of DIC Entertainment. He led a buyout of DIC Entertainment in 1986 and later sold a majority interest in the company to Capital Cities/ABC in 1993, which was subsequently acquired by The Walt Disney Company in 1996. In 2000, he re-purchased DIC Entertainment with two venture capital firms and sold it to Cookie Jar Group in 2008. His notable works include co-creating Inspector Gadget and producing series such as Captain Planet and the Planeteers and The Real Ghostbusters.

Brian Parisi, Chief Financial Officer

Brian Parisi was appointed Chief Financial Officer of Kartoon Studios in September 2023. He brings 30 years of experience across the entertainment, media, and high-tech industries, specializing in finance, accounting, M&A, corporate strategy, and business development. Prior to joining Kartoon Studios, Mr. Parisi served as the Chief Financial Officer at Break the Floor Productions, an entertainment production company, where he notably prepared the company for sale and successfully completed two separate transactions with private equity firms. His career also includes roles as Chief Financial Officer at the NFL Hall of Fame Village and leadership positions at Live Nation Entertainment Inc., Warner Bros. Entertainment, and Universal Studios.

Michael Jaffa, Chief Operating Officer, General Counsel and Corporate Secretary

Michael Jaffa serves as the Chief Operating Officer, General Counsel, and Corporate Secretary for Kartoon Studios.

Todd Steinman, President of Toon Media Networks Worldwide

Todd Steinman is the President of Toon Media Networks Worldwide at Kartoon Studios. He is an accomplished growth marketing executive with extensive B2B and B2C experience. Before joining Kartoon Studios, Mr. Steinman served as Vice President in the Direct to Consumer and International division at The Walt Disney Company, a role that included his involvement during the launch of Disney+. He also co-founded M80, a digital media agency that was later acquired by GroupM/WPP, and held various roles at Warner Bros. Records.

Michael Hefferon, President & CCO, Mainframe Studios

Michael Hefferon is the President & CCO of Mainframe Studios. He possesses over 30 years of experience in the entertainment industry as a content creator, producer, and studio head, having created and produced more than 900 half-hours of children's series and feature films.

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AI Analysis | Feedback

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  • Reliance on Key Intellectual Properties and Licensing Agreements: Kartoon Studios' business model is heavily dependent on the creation, production, and licensing of a portfolio of animated content and brands, including acting as a licensing agent for various IPs. The company’s financial performance is significantly tied to the continued popularity and success of these intellectual properties and its ability to secure and renew favorable licensing agreements with broadcasters, consumer product licensees, and online platforms. A decline in the popularity of key IPs, the loss of significant licensing deals, or the inability to create new successful content could materially impact revenues and profitability.
  • Intense Competition and Rapidly Evolving Consumer Preferences: The children's entertainment and content market is highly competitive and dynamic, with numerous large, well-established players and constant shifts in audience tastes and preferences. Kartoon Studios must continuously invest in high-quality content, marketing, and distribution to attract and retain viewers and licensing partners. Failure to anticipate or adapt to changing trends, or intense competition for audience attention and licensing opportunities, could hinder its ability to grow and maintain market share.
  • Dependence on Distribution Platforms and Changing Media Consumption Habits: Kartoon Studios operates a cartoon channel across various platforms and distributes its content through broadcasters and online platforms. The company's reach and revenue are therefore reliant on the terms and accessibility of these third-party distribution channels. Shifts in children's media consumption habits, such as a migration away from traditional broadcast or specific online platforms, or changes in platform policies or algorithms, could negatively affect the company's ability to reach its target audience and monetize its content.

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AI Analysis | Feedback

The clear emerging threat for Kartoon Studios is the increasing shift in children's entertainment consumption from passively watching animated content towards actively participating, creating, and socializing within interactive, user-generated virtual worlds and metaverse platforms (e.g., Roblox, Minecraft, Fortnite). As children dedicate more of their leisure time and engagement to these immersive, co-creative digital environments, the demand for traditional, professionally produced animated series, which forms the core of Kartoon Studios' content creation and licensing business, could be fundamentally diminished. This represents a potential disruption in the very nature of children's entertainment, moving beyond a change in delivery platform to a change in the form of engagement itself, akin to how Netflix challenged the passive consumption of Blockbuster's rentals or YouTube disrupted traditional linear television viewing.

AI Analysis | Feedback

Kartoon Studios Inc. (TOON) operates within several significant global addressable markets related to children's entertainment and content licensing.

Children's Animation and Drama Content

The global market for kids' animation shows and drama was valued at approximately USD 7.21 billion by the end of 2025 and is projected to reach USD 12.14 billion by 2033, growing at a compound annual growth rate (CAGR) of 6.733% from 2025 to 2033.

Another estimate places the global kids animation show and drama market size at USD 7.61 billion in 2026, expected to rise to USD 11.9 billion by 2035 with a CAGR of 5.09%. Similarly, it was reported as USD 7.24 billion in 2025, projected to reach USD 10.77 billion by 2034, exhibiting a CAGR of 5.09%. This market encompasses animated shows (2D, 3D, stop motion), live-action series, feature films, and web series for target audiences including preschool, early childhood, and tweens.

Overall Animation Production

The broader global animation market, which includes various types of animation beyond just children's content, was estimated at USD 372.30 billion in 2024 and is expected to reach USD 462.32 billion in 2025. Other research suggests the global animation production market size was approximately USD 465.44 billion in 2025 and is projected to grow to about USD 4.3 trillion by 2034, with a CAGR of 5.17%. The animation production market is also valued at USD 489.51 billion in 2026 and is expected to reach USD 770.52 billion by 2035, growing at a CAGR of 5.17%. Children's animation accounts for 55% of animation production, with 1,320 titles launched globally in 2023.

Entertainment Licensing

The global entertainment licensing market reached USD 363.3 billion by the end of 2025 and is projected to grow to USD 603.069 billion by 2033, demonstrating a CAGR of 6.54% from 2025 to 2033. North America holds a significant share, accounting for 41.20% of the global market revenue in 2025.

A specific segment within licensing, the licensed toy market, is projected to grow from USD 31.7 billion in 2025 to USD 50.1 billion by 2035, at a CAGR of 4.7% globally.

AI Analysis | Feedback

Kartoon Studios (TOON) is anticipated to drive future revenue growth over the next two to three years through several key initiatives:

  1. New Premium Intellectual Property (IP) Launches and Monetization: Kartoon Studios is poised for significant growth from the global launch of "Hundred Acre Wood's Winnie & Friends" in 2026, which had a global preview in Christmas Eve 2025. This new franchise is expected to be a major growth driver with substantial revenue and licensing potential. Additionally, the "Stan Lee Universe" is preparing for expanded distribution, collectibles, and consumer products in 2026, leveraging its more than 30-million global fan base as a significant global licensing and franchise opportunity across media, consumer products, and collectibles.
  2. Growth of Mainframe Studios' Production Services: Mainframe Studios, Kartoon Studios' animation production division, has consistently shown strong performance, reporting record quarters with year-over-year revenue surges. The studio benefits from multi-year contracts with major entertainment partners such as Sony, Disney, Netflix, SpinMaster, and PBS, providing reliable production visibility through 2027. The expansion of Mainframe Studios' production backlog and securing new contracts are expected to drive recurring revenue and ensure long-term visibility. Mainframe Studios achieved profitability in the first quarter of 2025, with over 90% of its 2025 revenue budget already under contract.
  3. Expansion and Monetization of Toon Media Networks: The company's Toon Media Networks, which includes Kartoon Channel!, Ameba, and Frederator, is a significant growth driver. Kartoon Channel! achieved its strongest month ever in October 2025, reaching all-time highs in subscription revenue, subscriber growth, and total watch time. The platform continues to scale globally across various distribution models, including AVOD, SVOD, FAST, and linear television, reaching audiences in over 60 international territories. Kartoon Channel! has also consistently been rated as the number one kids' streaming app on the Apple App Store, outperforming competitors like Netflix, YouTube Kids, Disney+, and PBS Kids. The streaming business of Kartoon Channel! achieved profitability in the first quarter of 2024.
  4. Artificial Intelligence (AI) Animation Initiatives: Kartoon Studios is actively developing and implementing Artificial Intelligence animation initiatives, including its 'STAN A.I.' unit. These AI initiatives are strategically designed to reduce production costs while simultaneously increasing content output and accelerating development speed. The company is integrating AI and machine learning across multiple business units to enhance efficiency, utilizing platforms like Nvidia's Omniverse.

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Share Repurchases

  • Kartoon Studios announced a strategic share retirement that included 348,127 shares being retired to enhance shareholder value and reduce shares outstanding.
  • In October 2022, Genius Brands International (now Kartoon Studios) repurchased 419,336 shares of common stock at $1.99 per share in a private transaction.
  • The company's Q2 2025 financial summary indicated ongoing share repurchase activity.

Share Issuance

  • In April 2024, Kartoon Studios completed the initial closing of a registered direct offering for up to $7.0 million, issuing 3,900,000 shares of common stock and 100,000 pre-funded warrants.
  • The number of shares outstanding for Kartoon Studios increased by 23.38% year-over-year.

Inbound Investments

  • Kartoon Studios secured approximately $7.3 million in equity financing from a single institutional investor in October 2025, aimed at fueling global content rollouts and expansion.
  • In December 2024, ARMISTICE CAPITAL, LLC acquired 4,607,156 shares of Kartoon Studios Inc. at $0.59 per share, establishing a 9.99% position in the company.

Outbound Investments

  • In 2022, Kartoon Studios acquired Canada's WOW! Unlimited Media.
  • Also in 2022, Kartoon Studios made a strategic investment to become the largest shareholder in Germany's Your Family Entertainment AG (FRA:RTV).

Capital Expenditures

  • In the trailing twelve months, capital expenditures for Kartoon Studios were -$163,000.
  • Capital expenditures were reported at $117,000, which consumed most of the -$3.5 million in operating cash flow for a relevant period.
  • Projected expenses for new productions in 2024 were about $10 million, focused on investments in digital platforms and content creation.

Better Bets vs. Kartoon Studios (TOON)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Kartoon Studios Earnings Notes12/16/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to TOON.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
META_3272026_Dip_Buyer_ValueBuy03272026METAMeta PlatformsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
8.8%8.8%0.0%
CARG_3062026_Insider_Buying_GTE_1Mil_EBITp+DE_V203062026CARGCarGurusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
1.2%1.2%-8.3%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
17.9%17.9%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.9%10.9%-3.9%
OMC_2062026_Dip_Buyer_FCFYield02062026OMCOmnicomDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
8.9%8.9%-3.7%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

TOONNFLXKUSTPSKYDISLYVMedian
NameKartoon .Netflix Kustom E.Paramoun.Walt Dis.Live Nat. 
Mkt Price0.7393.243.7911.80104.82154.6352.52
Mkt Cap0.0393.70.0-187.235.935.9
Rev LTM3946,89014-95,71625,20125,201
Op Inc LTM-1213,937-8-13,6291,2331,233
FCF LTM-1211,894-9-7,060305305
FCF 3Y Avg-108,762-8-7,803748748
CFO LTM-1112,650-8-15,6311,3951,395
CFO 3Y Avg-109,299-8-14,5491,4941,494

Growth & Margins

TOONNFLXKUSTPSKYDISLYVMedian
NameKartoon .Netflix Kustom E.Paramoun.Walt Dis.Live Nat. 
Rev Chg LTM20.7%16.7%1.7%-3.5%8.8%8.8%
Rev Chg 3Y Avg-11.5%13.7%-24.7%-4.3%15.7%4.3%
Rev Chg Q2.9%16.2%46.9%-5.2%11.1%11.1%
QoQ Delta Rev Chg LTM0.7%3.8%6.1%-1.4%2.6%2.6%
Op Inc Chg LTM28.5%25.2%23.2%-4.4%51.5%25.2%
Op Inc Chg 3Y Avg26.8%37.7%33.2%-29.0%28.0%29.0%
Op Mgn LTM-30.9%29.7%-60.7%-14.2%4.9%4.9%
Op Mgn 3Y Avg-53.6%26.7%-73.3%-13.2%4.4%4.4%
QoQ Delta Op Mgn LTM1.6%0.2%-7.0%--0.4%0.3%0.2%
CFO/Rev LTM-29.0%27.0%-60.1%-16.3%5.5%5.5%
CFO/Rev 3Y Avg-25.4%22.6%-44.3%-15.7%6.3%6.3%
FCF/Rev LTM-29.4%25.4%-62.7%-7.4%1.2%1.2%
FCF/Rev 3Y Avg-25.7%21.3%-45.9%-8.5%3.2%3.2%

Valuation

TOONNFLXKUSTPSKYDISLYVMedian
NameKartoon .Netflix Kustom E.Paramoun.Walt Dis.Live Nat. 
Mkt Cap0.0393.70.0-187.235.935.9
P/S1.18.40.0-2.01.41.4
P/Op Inc-3.528.3-0.1-13.729.113.7
P/EBIT-1.823.3-0.1-13.626.713.6
P/E-1.729.4-0.1-15.372.415.3
P/CFO-3.731.1-0.1-12.025.712.0
Total Yield-57.7%3.4%-1,275.5%-7.0%1.4%1.4%
Dividend Yield0.0%0.0%0.0%-0.5%0.0%0.0%
FCF Yield 3Y Avg-26.6%2.5%--4.1%2.9%2.7%
D/E0.40.03.6-0.20.30.3
Net D/E0.30.02.1-0.20.10.2

Returns

TOONNFLXKUSTPSKYDISLYVMedian
NameKartoon .Netflix Kustom E.Paramoun.Walt Dis.Live Nat. 
1M Rtn20.0%-0.1%9.4%29.1%7.0%1.8%8.2%
3M Rtn3.3%9.2%-64.7%2.3%-7.4%10.7%2.8%
6M Rtn-6.5%-16.5%-73.3%-28.1%-6.7%-1.0%-11.6%
12M Rtn36.8%-10.4%-73.3%1.7%23.1%20.3%11.0%
3Y Rtn-73.9%184.3%-73.3%1.7%7.8%130.9%4.7%
1M Excs Rtn11.5%-8.6%0.9%20.6%-1.4%-6.6%-0.2%
3M Excs Rtn-0.5%5.4%-68.6%-1.6%-11.2%6.9%-1.0%
6M Excs Rtn-20.1%-30.7%-79.3%-35.9%-11.7%-7.3%-25.4%
12M Excs Rtn-6.5%-44.0%-111.7%-36.7%-12.2%-13.2%-24.9%
3Y Excs Rtn-147.6%108.3%-145.3%-70.3%-65.0%54.0%-67.6%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Content Production and Distribution39573  
Media Advisory and Advertising Services555  
Advertising Sales   00
Licensing and Royalties   11
Television and Home Entertainment   15
Product Sales    0
Total4462826


Net Income by Segment
$ Mil20252024202320222021
Media Advisory and Advertising Services-1-9-3  
Content Production and Distribution-76-37-123  
Total-77-46-126  


Price Behavior

Price Behavior
Market Price$0.73 
Market Cap ($ Bil)0.0 
First Trading Date08/28/2009 
Distance from 52W High-17.6% 
   50 Days200 Days
DMA Price$0.61$0.71
DMA Trenddowndown
Distance from DMA18.4%2.6%
 3M1YR
Volatility48.1%56.5%
Downside Capture0.090.78
Upside Capture58.29160.95
Correlation (SPY)9.5%29.0%
TOON Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta-0.560.310.301.380.901.00
Up Beta-1.73-0.92-0.651.270.280.35
Down Beta-1.02-0.71-0.150.450.941.03
Up Capture23%47%38%189%182%90%
Bmk +ve Days7162765139424
Stock +ve Days11202857117324
Down Capture-70%120%99%165%135%111%
Bmk -ve Days12233358110323
Stock -ve Days11223468132392

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TOON
TOON32.0%56.6%0.69-
Sector ETF (XLC)35.1%13.5%1.9727.0%
Equity (SPY)26.7%12.5%1.7729.6%
Gold (GLD)38.9%27.4%1.196.3%
Commodities (DBC)23.5%16.2%1.32-7.2%
Real Estate (VNQ)15.6%13.6%0.8215.9%
Bitcoin (BTCUSD)-12.8%42.6%-0.2115.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TOON
TOON-45.8%73.6%-0.51-
Sector ETF (XLC)10.0%20.7%0.3925.9%
Equity (SPY)10.5%17.1%0.4825.8%
Gold (GLD)21.5%17.8%0.994.7%
Commodities (DBC)10.7%18.8%0.477.4%
Real Estate (VNQ)3.6%18.8%0.0919.8%
Bitcoin (BTCUSD)3.8%56.4%0.2917.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TOON
TOON-24.9%127.3%0.23-
Sector ETF (XLC)9.8%22.3%0.5214.4%
Equity (SPY)13.8%17.9%0.6613.2%
Gold (GLD)13.9%15.9%0.731.0%
Commodities (DBC)8.1%17.6%0.385.5%
Real Estate (VNQ)5.4%20.7%0.238.8%
Bitcoin (BTCUSD)68.1%66.9%1.077.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity1.0 Mil
Short Interest: % Change Since 31520261.7%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest3.7 days
Basic Shares Quantity58.3 Mil
Short % of Basic Shares1.6%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/31/20264.4%0.7% 
11/14/2025-7.2%-9.7%8.1%
8/14/2025-3.0%-1.6%7.1%
3/31/20253.1%-0.0%-8.5%
11/14/2024-0.2%-10.0%-27.2%
6/21/2024-1.0%1.0%-6.9%
4/9/20240.6%-5.2%-29.9%
4/3/20237.0%5.1%-6.2%
...
SUMMARY STATS   
# Positive432
# Negative566
Median Positive3.8%1.0%7.6%
Median Negative-3.0%-7.4%-17.8%
Max Positive7.0%5.1%8.1%
Max Negative-14.9%-25.8%-33.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202503/31/202610-K
09/30/202511/14/202510-Q
06/30/202508/14/202510-Q
03/31/202505/15/202510-Q
12/31/202403/31/202510-K
09/30/202411/14/202410-Q
06/30/202408/14/202410-Q
03/31/202405/15/202410-Q
12/31/202304/09/202410-K
09/30/202311/17/202310-Q
06/30/202308/14/202310-Q
03/31/202305/22/202310-Q
12/31/202204/13/202310-K
09/30/202211/14/202210-Q
06/30/202208/17/202210-Q
03/31/202205/16/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/31/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Production Revenue 0.6    
2026 Revenue Growth      

Prior: Q3 2025 Earnings Reported 11/14/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue Growth      
2025 Projected Revenue Secured 0.9