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
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)