Professional
Added to YB: 2025-08-06
Pitch date: 2025-08-04
NFLX [neutral]
Netflix, Inc.
-34.24%
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
$329.3B
Pitch Price
$117.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Hinde Group Portfolio Holding: Netflix, Inc.
NFLX (trimmed position): Purchased at $244 in 2022 during temporary growth slowdown. Revenue +16% YoY in Q2 with double-digit growth across regions. Operating income +45% YoY with 34% margin (+700bps). H1 2025 FCF $4.9B used for buybacks. Position reduced from 18% to 2% as price exceeded $1000. 62.7% IRR, 4.1x MOIC over 41 months.
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