Added to YB: 2026-07-28
Pitch date: 2026-07-24
NFLX [neutral]
Netflix, Inc.
-0.27%
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
$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
N/A
Tu-dum: Is there a sequel to the growth story? - Netflix, Inc.
NFLX (watchlist): Deep dive on streaming native post-28% YTD drop. Healthy biz: 22% ROIC, 22.3% margins, $9.7B FCF, net debt $5.2B, 17x interest coverage. But growth slowing (US saturated, 12% rev guide 2026), competition/YouTube threat, high content capital intensity (35.5% D&A/rev). FWD PE 24x vs 36x hist. Reverse DCF needs 16% FCF growth — too demanding. Great co but too expensive; added to shortlist.
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