Added to YB: 2026-06-18
Pitch date: 2026-06-16
NFLX [bullish]
Netflix, Inc.
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
$331.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.38
P/E
25.43
EV/Sales
7.16
Sector
Entertainment
Category
growth
Deep Dive: Netflix ($NFLX)
NFLX: Streaming leader at ~$81, -40% from $134 high on AI fears, engagement plateau (93min/day vs YouTube 99), maturing growth & abandoned $83B WBD bid. 325M subs, lowest churn (<2%). Ad tier scaling fast: 250M MAUs, rev 2.5x in '25 to $1.5B, ~$3B '26 guide, ~$9B '30 target. 3.3% NTM FCF yield, mid-teens FCF CAGR potential. Strong pricing power (US $7.99→$19.99). Opportunity post-derate.
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