NFLXNetflix
Is the price fair?
Undemanding: modest expectations priced in and cheap against its own history.
Priced for ~8% a year FCF growth. The price demands less than its three-year revenue growth of 15% a year, expectations look modest.
Cheap vs its own history: P/E 19.0 vs a 54.7 median over 39 quarters (−65% vs median).
Sector median 18.9× across 43 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Unless marked, from derived, as of Sep 30, 2026.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What NFLX's price assumes
Netflix trades at 19.0× earnings against 29.8× for the median Entertainment name, cheaper than its own group.
Trailing P/E · Entertainment median 29.8 · cheaper than the typical name in its group
- Price / sales
- 5.44
Price / sales · today's price, trailing year to Sep 30, 2026
- Free cash flow yield
- 4.2%
Free cash flow yield · Entertainment median 4.5%
- Growth the price implies
- +7.9%
Growth the price implies · The price pays for +7.9% free cash flow growth a year for a decade; the business has delivered +26% a year over the last three.
Details›
- Price / booktoday's price, trailing year to Sep 30, 2026
- 9.23
- EV / EBITtoday's price, trailing year to Sep 30, 2026
- 17.8
- EV / salestoday's price, trailing year to Sep 30, 2026
- 5.57
- Communication Services median P/E135 names
- 16.2
- Entertainment median P/E32 names
- 29.8
- Free cash flow, trailing twelve months
- $11.4B
- Market capitalisation4.11 billion shares, counted Sep 30, 2026
- $270.3B
- 3-year revenue growth
- +15%
- 3-year free cash flow growth
- +26%
| Method | Per share |
|---|---|
| What its own history would imply | not meaningful, 19.0× today against a 54.7× median |
| 52-week range | $64.71 – $124.14 |
| Today | $65.83 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.
Entertainment
The closest names by size in the same industry