Added to YB: 2026-09-08
Pitch date: 2026-09-05
NFLX [neutral]
Netflix, Inc.
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
$325.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.56
P/E
24.65
EV/Sales
6.89
Sector
Entertainment
Category
N/A
$NFLX VALUATION MODEL
NFLX (pass): Netflix is fairly valued around 78 and does not offer the margin of safety warranted by its narrow moat. Management expects 2026 revenue of $51.0–$51.4B, up roughly 13%–14%, supported by membership gains, pricing and advertising, while ROIC rose from 4% in 2016 to 26% in 2025. Growth is increasingly monetization-led, but sustaining double-digit gains becomes harder as developed-market penetration rises and competition for attention remains intense.
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