Added to YB: 2026-02-05
Pitch date: 2026-02-01
NFLX [neutral]
Netflix, Inc.
-7.82%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
$83.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Interview: Decoding the Streaming Wars with Rigatoni Capital
NFLX (overview): Market mispricing Warner Bros deal execution risk creates opportunity to buy compounder at ~22x 2027 earnings. Ad tier just starting - fill rates ~45% with expansion potential as sales org builds. 4-6min ad load vs linear TV's 22min = massive pricing power. Sony $7B deal validates $82B WB price tag.
Read full article (2 min)