Added to YB: 2026-07-28
Pitch date: 2026-07-25
NFLX [bullish]
Netflix, Inc.
-0.27%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. 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
115.00 (+64%)
Dividend
N/A
EV/EBITDA
19.36
P/E
22.08
EV/Sales
6.19
Sector
Entertainment
Category
value
Netflix: Deep Dive Analysis
NFLX: BUY. Down 49% from June 2025 peak; @$68.89 trades ~18x EV/op income, 20x fwd EPS. FY25 rev $45.2B (+16%), op margin 29.5%, FCF $9.5B; 325M+ subs. Base DCF $88.50 (~28% upside); bull $115, bear $57. Risks: 2% viewing growth vs 15% rev, reduced disclosure, low switching costs, content inflation, aggressive buybacks/M&A. Moderate moat 6.5/10.
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