Added to YB: 2026-02-19
Pitch date: 2026-02-17
NFLX [bullish]
Netflix, Inc.
-0.41%
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
$77.32
Price Target
112.00 (+45%)
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Netflix: From Subscriber Growth to Profit Growth
NFLX (watchlist): Trades 30% below fair value of $110. 2025 rev $45B (+16% YoY), 325M subs, 29.5% op margin (+3pp). 2026 guide: $51B rev (+12-14%), $11B FCF. Ad rev $1.5B (+2.5x YoY), expected to double in 2026. Mature markets saturate, but scale economics & monetization drive growth. Highest ROIC vs peers, 21.7% 5yr EPS CAGR est.
Read full article (11 min)