Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
NFLX [bullish]
Netflix, Inc.
-6.46%
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
$404.6B
Pitch Price
$94.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.20
P/E
37.01
EV/Sales
9.51
Sector
Entertainment
Category
growth
Mar Vista U.S. Quality Strategy New Portfolio Holding: Netflix, Inc.
NFLX: (new position) First-mover in $500B TV market w/ 300M+ members, lowest content cost/subscriber enabling profitable outspending of rivals. Stock down 20% from Feb peak on macro uncertainty & $82.7B Warner Bros Discovery bid skepticism. Acquisition adds Harry Potter, DC, HBO IP creating global media powerhouse. 15-20% intrinsic value compounding expected.
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