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Added to YB: 2025-10-27

Pitch date: 2025-10-23

NFLX [neutral]

Netflix, Inc.

-14.89%

current return

Author Info

No bio for this author

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

$428.5B

Pitch Price

$111.10

Price Target

N/A

Dividend

N/A

EV/EBITDA

31.94

P/E

39.19

EV/Sales

10.06

Sector

Entertainment

Category

growth

Show full summary:
Rowan Street Portfolio Holding: Netflix, Inc.

NFLX (holding update): 5-year holding with 23% annual returns. Stock collapsed 2022 on saturation/competition fears but proved resilient. Reignited growth via paid sharing, advertising, improved content efficiency. Demonstrates pricing power, global scale, unrivaled content engine.

Read full article (1 min)