Added to YB: 2026-07-07
Pitch date: 2026-03-31
NFLX [bullish]
Netflix, Inc.
-21.2%
current return
Author Info
No bio for this author
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
$327.0B
Pitch Price
$96.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.08
P/E
25.08
EV/Sales
7.07
Sector
Entertainment
Category
value
Harris Associates U.S. Large Value Strategy New Position: Netflix, Inc.
NFLX (new position): Leading streaming service, 325M+ subs, $45B rev. Scale = moat: buys more content, pays less per sub. Stock fell on engagement fears & Warner Bros bid. Harris confident engagement strong, attractive with/without deal. Lowest relative valuation since 2022, which drove strong returns.
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