Added to YB: 2026-07-09
Pitch date: 2026-07-07
NFLX [neutral]
Netflix, Inc.
-0.89%
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
$320.8B
Pitch Price
$76.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.67
P/E
24.61
EV/Sales
6.94
Sector
Entertainment
Category
growth
Netflix Update: Losing Its Grip or Pulling Away?
NFLX (update): Down 42% YoY, trades $77, 24x 2026 EPS. Walked from Warner Bros deal, took $2.8bn breakup fee; rival Paramount now saddled w/ $80bn debt. Netflix content cost/sub $5 vs peers $12-18. FY op margin 31.5% (from 18% in 5yrs), $12bn FCF, $31bn buyback. Ads only $3bn/$47bn rev—big upside. Growth 12-14%.
Read full article (11 min)