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Added to YB: 2025-10-15

Pitch date: 2025-10-13

NFLX [neutral]

Netflix, Inc.

-21.64%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Netflix, Inc. provides entertainment services. The company offers television (TV) series, documentaries, feature films, and games across various genres and languages.

Market Cap

$429.9B

Pitch Price

$121.47

Price Target

N/A

Dividend

N/A

EV/EBITDA

32.05

P/E

39.32

EV/Sales

10.09

Sector

Entertainment

Category

growth

Show full summary:
Netflix’s Flywheel Accelerates — But Is It Enough to Justify a Premium Valuation?

NFLX (overview): Revenue growth accelerated to 15.9% YoY, guiding further Q3 acceleration. Record 34.1% operating margin, ads on pace to double. 21% US SVOD share, 8.7% TV viewing. 700M-1B household TAM vs 301M subscribers. Rich valuation at 10.7x EV/S, 41.9x P/E - assumes perfect execution?

Read full article (11 min)