Added to YB: 2026-05-13
Pitch date: 2026-05-11
NFLX [bullish]
Netflix, Inc.
+2.04%
current return
Author Info
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Company Info
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$359.8B
Pitch Price
$85.91
Price Target
131.00 (+49%)
Dividend
N/A
EV/EBITDA
24.27
P/E
27.60
EV/Sales
7.77
Sector
Entertainment
Category
growth
Netflix: From growth to cash machine and advertising as an engine for margin expansion
NFLX: Transitioned from growth-at-all-costs to efficient monetization machine. 2025 rev $45.2B (+16% YoY), 29.5% op margin (+200bps/yr trend). Password crackdown converted 100M free users, churn stable at 2.0%. ARPU >$12, pricing power intact (Premium now $26.99). Ad biz grew 2.5x to $1.5B in 2025, targeting $3B in 2026; only 45% fill rate leaves massive upside. Projected $11B FCF 2026 funds buybacks. Trading <30x fwd P/E vs 50x+ historically. PT $131 (+39% upside). Pair with TTD for ad infrastructure exposure.
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