Added to YB: 2026-07-27
Pitch date: 2026-07-23
NFLX [neutral]
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
$286.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.04
P/E
21.70
EV/Sales
6.09
Sector
Entertainment
Category
N/A
Should You Buy Netflix Right Now? (Valuation)
NFLX (overview): Reverse DCF shows current price bakes in 11.5% FCF (ex-SBC) growth for 10yrs, then 3% terminal. Fair near-term (matches Street's 13% rev growth, margins 28%→36% by 2028) but optimistic long-term as one-time boosts (password crackdown, ad tier) fade. 'Cheap vs old multiple' is a trap—high multiples reflected ZIRP + no competition. Now faces Disney/Amazon/YouTube. Fairly valued, neither over nor severely undervalued.
Read full article (6 min)