Added to YB: 2026-01-27
Pitch date: 2026-01-24
NFLX [neutral]
Netflix, Inc.
-11.41%
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
$329.3B
Pitch Price
$86.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
value
Notes on Netflix ($NFLX)
NFLX (pass): Revenue $45.2B, 29.5% op margin, 325M subscribers but growth slowing in saturated UCAN/EMEA markets (80%+ penetration). User engagement declining amid competition from low-cost user-generated content. Price increases maxed out. Trading 35x PE for 10-15% growth - too expensive. Pass until <30x PE.
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