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v0.1
NFLX.NE$32.41-0.22%
Fair $32.41+0.0%

NFLX.NE

Netflix, Inc.

Communication Services / EntertainmentCboe CA

$32.41

-0.07 (-0.22%)

Fairly Valued+0.0%Fair Value $32.41Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.9B · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · NFLX.NELocal privado en este navegador · Netflix, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$4.80T

P/E

360.1x

↑

EV/EBITDA

162.6x

↑

ROE

41.3%

↑

Gross Margin

48.5%

↑

Debt/Equity

0.54

↑
52-Week Range$32
$29$52

TradingView lightweight chart

NFLX.NE price, volumen y niveles de valoración

Último $32.41Periodo +44.0%
Fair value: $32.41

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.6%

FCF CAGR

+80.1%

FCF margin

20.9%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.18B · net income $10.98B · FCF $9.46B

2022-FY → 2025-FY

Gross margin

48.5%+9.1% pts

Operating margin

29.5%+11.7% pts

Net margin

24.3%+10.1% pts

FCF margin

20.9%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.18B$45.18B$39.00B$33.72B$31.62B
Net Income$10.98B$10.98B$8.71B$5.41B$4.49B
EBITDA$30.25B$30.25B$26.31B$21.51B$20.33B
EPS0.070.070.060.030.03
Gross Margin48.5%48.5%46.1%41.5%39.4%
Operating Margin29.5%29.5%26.7%20.6%17.8%
Net Margin24.3%24.3%22.3%16.0%14.2%
Balance Sheet
Debt/Equity0.540.540.630.710.69
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$9.46B$9.46B$6.92B$6.93B$1.62B
Returns
ROE41.3%41.3%35.2%26.3%21.6%
Valuation
P/E360.11360.11607.86546.40445.92
EV/EBITDA162.62162.62201.50137.7298.93
P/B184.65184.65213.98143.5196.37
Growth & Yield
Revenue Growth15.9%15.9%15.6%6.7%—
EPS Growth27.6%27.6%64.8%20.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

241.1%

muy exigente

EPS terminal req.

$2.88

Spread vs growth

-213.5%

5Y implied EPS CAGR

116.9%

muy exigente

EPS terminal req.

$3.48

Spread vs growth

-89.3%

10Y implied EPS CAGR

54.5%

muy exigente

EPS terminal req.

$5.60

Spread vs growth

-26.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -30.6%

Total return

-30.6%

Start / end P/E

821.7x → 447.2x

EPS bridge

0.06 → 0.07

Residual

-12.6%

EPS growth+27.6%
Multiple rerating-45.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.