Added to YB: 2026-07-21
Pitch date: 2026-07-18
NFLX [bullish]
Netflix, Inc.
-1.05%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. 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
$287.1B
Pitch Price
$68.31
Price Target
88.50 (+31%)
Dividend
N/A
EV/EBITDA
19.06
P/E
21.72
EV/Sales
6.09
Sector
Entertainment
Category
value
Netflix: DCF Valuation
NFLX: DCF pegs base-case intrinsic value $88.5 vs $69 price, 22% margin of safety, verdict upgraded to Undervalued (from Fairly Valued $96 in Jan). Q2 rev +13.4% to $12.56B, op margin 33.4%; growth slowing but margins/ads outperforming. Bear $57, bull $115. 8.1% WACC, 3% terminal.
Read full article (7 min)