Added to YB: 2026-07-28
Pitch date: 2026-07-25
NFLX [bullish]
Netflix, Inc.
-0.27%
current return
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
$291.9B
Pitch Price
$70.59
Price Target
134.00 (+91%)
Dividend
N/A
EV/EBITDA
19.36
P/E
22.08
EV/Sales
6.19
Sector
Entertainment
Category
value
Netflix: Below forward 20 PE Ratio for one of the best companies in the world
NFLX: Reversed decade-old bearish call. $292bn cap, $51bn rev (+13%), 31.5% op margin, 41% ROE, ~30% ROIC, $12.5bn FCF, sub-20x '26 EPS. De-rated 45% on WBD bid war, slowing engagement, less disclosure—not broken earnings. Ad biz doubling to $3bn, AI cutting content costs, record $4.7bn buybacks. Fair P/E 26 on '29 EPS $5.15 = ~$134 PT, ~24%/yr. Risks: 2% viewing growth, short-form video, M&A overhang.
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