Added to YB: 2026-07-28
Pitch date: 2026-07-24
NFLX [bullish]
Netflix, Inc.
-0.27%
current return
Author Info
Value Investing Substack is finding stocks with low valuations | Diversified Portfolio with 11% CAGR | Former PM & equity analyst, featured on Nikkei. Sign up for the newsletter.
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
$291.9B
Pitch Price
$70.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.36
P/E
22.08
EV/Sales
6.19
Sector
Entertainment
Category
growth
Netflix is down nearly 50%: Are their glory days behind them?
NFLX: Down ~50%, now 22-26x PE (cheapest ever ex-2022) vs EPS +180% since post-Covid peak. Subscriber growth decelerating (password crackdown a one-time lever); future growth via price hikes + ads. Operating leverage drives ~10-15% EPS growth. Reverse DCF needs only 4% growth to justify. ~4x return by yr 20. Buffett-Coke analog.
Read full article (5 min)