Netflix (NFLX) Stock Analysis
Here is a fundamental analysis of Netflix (NFLX), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.
Performance
Cumulative Growth
Trailing Returns
Performance at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| 1-Year Return | -33.88% | -4.70% |
Risk
Drawdown
Risk at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| 1-Year Volatility | 33.12% | 46.11% |
| Beta | 1.50 | 0.96 |
Company Profile
| Profile Item | NFLX |
|---|---|
| Name | Netflix, Inc. |
| Country/Region | United States |
| GICS Sector | Communication Services |
| GICS Industry Group | Media & Entertainment |
| GICS Industry | Entertainment |
| GICS Sub-Industry | Movies & Entertainment |
| Market Capitalization | 338.30 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | May 23, 2002 |
| Security Type | Common Stock |
Valuation
Price-to-Earnings Ratio (TTM)
Netflix (NFLX) trades at P/E ratio of 25.92, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
NFLX
Media & Entertainment industry group
25.92
Group distribution
- Max
- 71.35
- Q3
- 37.05
- NFLX
- 25.92
- Median
- 21.91
- Q1
- 11.66
- Min
- 1.74
Largest peers
- SPOT
- 32.46
- GOOGL
- 27.48
- GOOG
- 27.32
- NFLX
- 25.92
- META
- 20.62
- DIS
- 16.01
- CMCSA
- 4.80
Price-to-Sales Ratio (TTM)
Netflix (NFLX) trades at 7.21 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
NFLX
Media & Entertainment industry group
7.21
Group distribution
- Max
- 8.58
- NFLX
- 7.21
- Q3
- 3.91
- Median
- 1.48
- Q1
- 0.55
- Min
- 0.00
Largest peers
- GOOGL
- 10.38
- GOOG
- 10.34
- NFLX
- 7.21
- META
- 6.70
- SPOT
- 5.65
- DIS
- 1.79
- CMCSA
- 0.70
Price-to-Book Ratio (MRQ)
Netflix (NFLX) trades at 10.87 on P/B ratio, in the higher book-value quartile. The market is paying a premium to book, so stronger ROE, cleaner assets, or a better growth profile need to justify it.
NFLX
Media & Entertainment industry group
10.87
Group distribution
- Max
- 11.21
- NFLX
- 10.87
- Q3
- 5.56
- Median
- 1.93
- Q1
- 0.82
- Min
- -2.89
Largest peers
- NFLX
- 10.87
- SPOT
- 10.10
- GOOGL
- 9.10
- GOOG
- 9.06
- META
- 5.91
- DIS
- 1.61
- CMCSA
- 0.99
Valuation at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 25.92 | 21.91 |
| Price-to-Sales Ratio (TTM) | 7.21 | 1.48 |
| Price-to-Book Ratio (MRQ) | 10.87 | 1.93 |
| Free Cash Flow Yield | 7.68% | 7.41% |
Profitability
Return on Equity (TTM)
Netflix (NFLX) posts ROE of 48.50%, above the industry benchmark range. Equity is being turned into profit at an exceptional rate, but very high ROE should still be checked against leverage, buybacks, and the size of the equity base.
NFLX
Media & Entertainment industry group
48.50%
Group distribution
- NFLX
- 48.50%
- Max
- 46.65%
- Q3
- 16.35%
- Median
- 6.52%
- Q1
- -4.21%
- Min
- -29.59%
Largest peers
- NFLX
- 48.50%
- GOOGL
- 38.89%
- GOOG
- 38.89%
- SPOT
- 37.99%
- META
- 32.93%
- CMCSA
- 20.92%
- DIS
- 11.01%
Net Profit Margin (TTM)
Netflix (NFLX) keeps 28.52% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
NFLX
Media & Entertainment industry group
28.52%
Group distribution
- Max
- 30.77%
- NFLX
- 28.52%
- Q3
- 10.51%
- Median
- 3.81%
- Q1
- -3.12%
- Min
- -20.69%
Largest peers
- GOOGL
- 37.92%
- GOOG
- 37.92%
- META
- 32.84%
- NFLX
- 28.52%
- SPOT
- 15.45%
- CMCSA
- 15.00%
- DIS
- 11.54%
Operating Profit Margin (TTM)
Netflix (NFLX) turns 32.30% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
NFLX
Media & Entertainment industry group
32.30%
Group distribution
- Max
- 41.37%
- NFLX
- 32.30%
- Q3
- 16.41%
- Median
- 8.47%
- Q1
- -3.09%
- Min
- -26.23%
Largest peers
- META
- 40.62%
- GOOGL
- 36.12%
- GOOG
- 36.12%
- NFLX
- 32.30%
- SPOT
- 15.77%
- DIS
- 15.51%
- CMCSA
- 13.15%
Profitability at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| Return on Equity (TTM) | 48.50% | 6.52% |
| Return on Assets (TTM) | 15.40% | 3.34% |
| Net Profit Margin (TTM) | 28.52% | 3.81% |
| Operating Profit Margin (TTM) | 32.30% | 8.47% |
| Gross Profit Margin (TTM) | 49.03% | 52.29% |
Financial Strength
Current Ratio (MRQ)
Netflix (NFLX) has current ratio of 1.41, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
NFLX
Media & Entertainment industry group
1.41
Group distribution
- Max
- 4.23
- Q3
- 2.26
- NFLX
- 1.41
- Median
- 1.36
- Q1
- 0.89
- Min
- 0.31
Largest peers
- META
- 2.35
- SPOT
- 2.06
- GOOGL
- 1.92
- GOOG
- 1.92
- NFLX
- 1.41
- CMCSA
- 0.87
- DIS
- 0.68
Debt-to-Equity Ratio (MRQ)
Netflix (NFLX) has debt-to-equity ratio of 0.54, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
NFLX
Media & Entertainment industry group
0.54
Group distribution
- Max
- 2.46
- Q3
- 1.30
- NFLX
- 0.54
- Median
- 0.54
- Q1
- 0.17
- Min
- 0.00
Largest peers
- CMCSA
- 1.07
- NFLX
- 0.54
- DIS
- 0.41
- META
- 0.36
- GOOGL
- 0.20
- GOOG
- 0.20
- SPOT
- 0.06
Financial Strength at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.41 | 1.36 |
| Debt-to-Equity Ratio (MRQ) | 0.54 | 0.54 |
| Net Debt / EBITDA | 0.31 | 1.34 |
Dividends
Dividend Yield (TTM)
Netflix (NFLX) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.
NFLX
Media & Entertainment industry group
0.00%
Group distribution
- Max
- 2.67%
- Q3
- 1.17%
- NFLX
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 5.39%
- DIS
- 1.50%
- META
- 0.37%
- GOOG
- 0.25%
- GOOGL
- 0.24%
- NFLX
- 0.00%
- SPOT
- 0.00%
Dividend Payout Ratio (TTM)
Netflix (NFLX) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.
NFLX
Media & Entertainment industry group
0.00%
Group distribution
- Max
- 57.34%
- Q3
- 24.40%
- NFLX
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- CMCSA
- 25.88%
- DIS
- 20.00%
- META
- 7.64%
- GOOGL
- 6.41%
- GOOG
- 6.41%
- NFLX
- 0.00%
- SPOT
- 0.00%
Dividends at a Glance
| Metric | Current stock: NFLX | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |