Netflix Inc.

Netflix Inc.

NFLX

Get informed when a big investor buys or sells

+ Follow
Market Cap$362.21B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Netflix Inc.Netflix Inc.27.2-43%7.40.5

Earnings Call Q1 2026

April 16, 2026 - AI Summary

Full-Year Forecast and Margin Guidance: Netflix is maintaining its revenue growth guidance for 2026 at 12% to 14% with an operating margin forecast of 31.5%. The advertising business is expected to double to approximately $3 billion, reflecting strong potential in the advertising market coupled with an expanding paid member base that has exceeded 325 million globally.
Engagement Metrics: In Q1 2026, Netflix reported a significant increase in its primary member quality metric, reaching an all-time high. Despite competition from the Winter Olympics impacting view hours, total engagement remains strong, indicating robust user retention and satisfaction. This could positively influence future subscriber growth and engagement levels.
Advertising Strategy and Growth: The advertiser base has grown over 70% year-over-year, surpassing 4,000 advertisers. A shift toward programmatic buying is expected to constitute more than 50% of non-live ads revenue, signifying improved operational efficiency and the potential for higher ad revenues due to eased access for advertisers.

Exclusive for Stockcircle Pro members

Sign upSign Up
$114.27

Target Price by Analysts

40.2% upsideNetflix Target Price DetailsTarget Price
$24.77

Current Fair Value

69.6% downside

Overvalued by 69.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$362.21 Billion
Enterprise Value$366.06 Billion
Dividend Yield$- (-)
Earnings per Share$2.58
Beta1.55
Outstanding Shares4,222,787,000

Return

Return on Equity42.97%ROE
Return on Assets21.92%
Return on Invested Capital23.88%

Valuation & Multiples

P/E Ratio27.16P/E Ratio
PEG32.81PEG
Price to Sales7.41Price to Sales
Price to Book Ratio11.65Price to Book Ratio
Enterprise Value to Revenue7.81
Enterprise Value to EBIT31.36
Enterprise Value to Net Income27
Total Debt to Enterprise0.04
Debt to Equity0.52Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 21, 2026
EPS Estimate
$0.76
Average shareholder expectation
Revenue Estimate
$12.17 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 16, 2026
EPS Estimate
$0.79
Average shareholder expectation
Revenue Estimate
$12.58 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9481 42.61%
Total Calls166,311,608 37.05%
Total Puts157,687,087 5.44%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %78.71% 0.74%
Total Invested$319.13B 1.17%
Investors Holding3,771 79.00%

ESG Score

No data

About NetFlix Inc

CEO: Reed Hastings

Netflix is the world's leading streaming entertainment service with over 195 million paid memberships in over 190 countries enjoying TV series, documentaries and feature films across a wide variety of genres and languages. Members can wa...

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and official revenue estimates for tax legislation, directly influencing corporate tax structures and fiscal policy that significantly impact Netflix's profitability and capital planning.

Finance

Direct influence over corporate taxation and international trade policy, both significantly impacting Netflix's global profitability, content licensing costs, and operational structure.

Judiciary

Direct oversight of antitrust enforcement and intellectual property law, both critical for Netflix's market position, content library, and potential acquisition strategies.

Commerce, Science, and Transportation

Direct oversight of interstate commerce, 'Big Tech' regulation (privacy, net neutrality), and FCC/FTC jurisdiction affecting streaming services, advertising practices, and content delivery over the internet.