Professional
Added to YB: 2026-09-23
Pitch date: 2026-07-24
NFLX [bullish]
Netflix, Inc.
+1.12%
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
$298.9B
Pitch Price
$70.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.82
P/E
22.62
EV/Sales
6.34
Sector
Entertainment
Category
growth
Fundsmith Equity Fund New Position: Netflix, Inc.
NFLX: Netflix’s 325M subscribers fund a $17B+ annual content budget that smaller rivals cannot match without losing money. The opportunity is strengthening as competitors fail or lose users, highlighting Netflix’s moat and potentially returning customers to the platform. Growth should come from advertising, password-sharing enforcement and local content; the company has >30% ROIC and a 3.8% FCF yield.
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