NEW YORK (TheStreet) -- Netflix (NFLX) - Get Report is not a prime takeover candidate for Walt Disney (DIS) or other companies seeking to make a push into content, despite what some investors are saying, RBC Capital Markets' Mark Mahaney said on CNBC's "Power Lunch" on Tuesday afternoon.
"I think it's unlikely. I think the biggest reason is just the size of the asset," he explained. Netflix has a $54 billion market cap.
The list of companies that could "plausibly" swallow an asset like Netflix includes Walt Disney, Alphabet's (GOOGL) Google unit, Amazon.com (AMZN) or Apple (AAPL), he claimed.
However, Amazon is spending about $5 billion building up its own content library so it's unlikely to turnaround and spend $60 billion on a separate content company, Mahaney noted.
In addition, Netflix does not seem to be a "willing seller" right now, he said.
"This is unlike what we had a month ago with Twitter (TWTR)," He said, in reference to the social media company trying to sell itself to a list of suitors that eventually lost interest in it. "This is a very different situation, and I don't think a deal happens."
RBC Capital has a "buy" rating and $150 price target on Netflix shares.
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Separately, TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this articles's author.
TheStreet Ratings team rates Netflix as a Hold with a ratings score of C+. The primary factors that have impacted the team's rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks.
You can view the full analysis from the report here: NFLX