Added to YB: 2026-07-31
Pitch date: 2026-07-29
NFLX [neutral]
Netflix, Inc.
+2.31%
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
$306.6B
Pitch Price
$71.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.32
P/E
23.20
EV/Sales
6.49
Sector
Entertainment
Category
value
Netflix ($NFLX): Down 50%. Is It Finally Cheap?
NFLX (pass): Down ~50% from June 2025 peak to ~$70 (21x P/E vs 57x). Q2 2026 rev +12% to $12.6B, 33% op margin, ad rev doubling to $3B. But growth decelerating (Q3 guide +11.7%), monetization levers exhausted, engagement/YouTube concerns. 27x P/FCF; reverse DCF needs 13% FCF CAGR. Pass; attractive sub-$55.
Read full article (12 min)