<- Go home

Added to YB: 2026-09-02

Pitch date: 2026-08-29

NFLX [bullish]

Netflix, Inc.

-0.23%

current return

Author Info

CompoundingAlpha shares fundamental equity research driven by rigorous hours of digging through SEC filings and DCF modeling. 32.8% CAGR since '22. 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

$340.3B

Pitch Price

$81.00

Price Target

191.51 (+136%)

Dividend

N/A

EV/EBITDA

22.50

P/E

25.75

EV/Sales

7.19

Sector

Entertainment

Category

growth

Show full summary:
Netflix Won the Streaming Wars. Now It’s Monopolizing the Living Room.

NFLX: Netflix has emerged as the dominant global streaming platform, with advertising, live programming and localized content extending growth beyond subscriptions. Ad revenue is projected to double from roughly $1.5B in 2025 to $3B in 2026, while 2026 free cash flow is projected above $7B. At $81.50, the model implies an 18.63% annualized return to a $191.51 five-year target, contingent on 20% Year 2 EPS growth, subsequent mid-teens growth and a 30x exit multiple.

Read full article (6 min)