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CompareEarnings: May 31, 2026

Netflix Inc

Exchange: NASDAQSector: Communication ServicesIndustry: Entertainment

Netflix is one of the world's leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. Important Information and Where to Find It In connection with the proposed transaction between Netflix and WBD, WBD filed a definitive proxy statement on Schedule 14A (the "Proxy Statement") with the U.S. Securities and Exchange Commission (the "SEC"). The Proxy Statement was first mailed to WBD stockholders on or around February 17, 2026. Each of Netflix and WBD may also file with or furnish to the SEC other relevant documents regarding the proposed transaction. This communication is not a substitute for the Proxy Statement or any other document that Netflix or WBD may file with the SEC or mail to WBD's stockholders in connection with the proposed transaction. INVESTORS AND SECURITY HOLDERS OF NETFLIX AND WBD ARE URGED TO READ THE PROXY STATEMENT, AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE INTO THE PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION REGARDING NETFLIX, WBD, THE PROPOSED TRANSACTION AND RELATED MATTERS.

Did you know?

NFLX's revenue grew at a 14.4% CAGR over the last 6 years.

Current Price

$98.66

+3.25%

GoodMoat Value

$104.07

5.5% undervalued
Profile
Valuation (TTM)
Market Cap$418.05B
P/E38.07
EV$401.08B
P/B15.71
Shares Out4.24B
P/Sales9.25
Revenue$45.18B
EV/EBITDA14.00

Netflix Inc (NFLX) Company Profile

GoodMoat Analysis

Based on data as of March 26, 2026

Netflix is a high-quality, high-moat business with exceptional profitability (41.3% ROE, 29.5% operating margin) and strong revenue growth (17.6% YoY). However, its valuation appears full, with a P/E of 35.6x and a GoodMoat target of $104.07 suggesting only marginal upside from the current price of $92.28.

Read full analysis
Netflix operates a global streaming entertainment service, generating revenue by charging subscribers a monthly fee for access to its vast library of licensed and original TV shows, movies, and games. Its customers are over 270 million paying subscribers worldwide. Its moat is multifaceted, scoring highly on the GoodMoat framework. It benefits from a powerful **Proprietary Data** advantage, using viewing data from its massive user base to inform content creation and recommendations. It has built a strong **Brand & Culture** as a streaming pioneer. Its global **Scale Privilege** in content spending and distribution is difficult to match, and it shows evidence of **Pricing Power**, having successfully raised prices without significant subscriber loss. Key risks (Red Flags) to monitor include **Competitive Erosion** from well-funded rivals like Disney and Amazon, and potential **Growth Deceleration** as the market matures, which would pressure its premium valuation. A value investor would be attracted to its stellar profitability and durable advantages but may find the current valuation, at a P/E of 35.6x and a minimal margin of safety to the GoodMoat target, to be unfavourable, requiring flawless execution to justify the price. Analysis based on data as of 2024-05-15.

NFLX Company Information

Netflix is one of the world's leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. Important Information and Where to Find It In connection with the proposed transaction between Netflix and WBD, WBD filed a definitive proxy statement on Schedule 14A (the "Proxy Statement") with the U.S.

Securities and Exchange Commission (the "SEC"). The Proxy Statement was first mailed to WBD stockholders on or around February 17, 2026. Each of Netflix and WBD may also file with or furnish to the SEC other relevant documents regarding the proposed transaction. This communication is not a substitute for the Proxy Statement or any other document that Netflix or WBD may file with the SEC or mail to WBD's stockholders in connection with the proposed transaction.

INVESTORS AND SECURITY HOLDERS OF NETFLIX AND WBD ARE URGED TO READ THE PROXY STATEMENT, AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE INTO THE PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION REGARDING NETFLIX, WBD, THE PROPOSED TRANSACTION AND RELATED MATTERS.

Sector

Communication Services

Industry

Entertainment

Exchange

NASDAQ

Country

California, USA

NFLX Key Officers

Key officers data coming soon

NFLX Company Profile

Netflix Inc (NFLX) is a Communication Services company in the Entertainment industry, listed on NASDAQ. Headquartered in California, USA.

Netflix is one of the world's leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. Important Information and Where to Find It In connection with the proposed transaction between Netflix and WBD, WBD filed a definitive proxy statement on Schedule 14A (the "Proxy Statement") with the U.S. Securities and Exchange Commission (the "SEC"). The Proxy Statement was first mailed to WBD stockholders on or around February 17, 2026. Each of Netflix and WBD may also file with or furnish to the SEC other relevant documents regarding the proposed transaction. This communication is not a substitute for the Proxy Statement or any other document that Netflix or WBD may file with the SEC or mail to WBD's stockholders in connection with the proposed transaction. INVESTORS AND SECURITY HOLDERS OF NETFLIX AND WBD ARE URGED TO READ THE PROXY STATEMENT, AS WELL AS ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE INTO THE PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION REGARDING NETFLIX, WBD, THE PROPOSED TRANSACTION AND RELATED MATTERS.

Market capitalization: $418.05B. Shares outstanding: 4237.3M.

View the complete company profile for Netflix Inc on GoodMoat, including key officers, financial metrics, sector classification, and investment analysis tools. Use the profile alongside GoodMoat's DCF calculator, fair value models, and quality score to evaluate whether NFLX is a sound investment opportunity.