$70.31-42% 1Y

Is the price fair?

Fair

The yardsticks disagree: cheap against its own 5-year P/E range (5th percentile) but the cash-flow math implies demanding growth. Treat as fair, not cheap.

1 good, 1 to watch, 1 neutral
What the price assumes~+11% a year

Priced for ~11% a year FCF growth. Roughly in line with its three-year revenue growth of 15% a year.

Vs its own P/E rangecheapest in 38 quartersderived

Cheap vs its own history: P/E 22.1 vs a 54.9 median over 38 quarters (−60% vs median).

Vs sector (EV/EBIT)23.1×

Sector median 16.8× 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 Jun 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.

P/E (valuation)middle of the market
FCF yieldmiddle of the market

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 22.1× earnings against 28.8× for the median Entertainment name, cheaper than its own group.

22.1

Trailing P/E · Entertainment median 28.8 · cheaper than the typical name in its group

Price / sales
6.74

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
3.4%

Free cash flow yield · Entertainment median 5.3%

Growth the price implies
+11%

Growth the price implies · The price pays for +11% free cash flow growth a year for a decade; the business has delivered +38% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
10.8
EV / EBITtoday's price, trailing year to Jun 30, 2026
23.1
EV / salestoday's price, trailing year to Jun 30, 2026
6.84
Communication Services median P/E140 names
16.1
Entertainment median P/E34 names
28.8
Free cash flow, trailing twelve months
$11.2B
Market capitalisation
$325.8B
3-year revenue growth
+15%
3-year free cash flow growth
+38%
NFLX has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 22.1× today against a 54.9× median
52-week range$67.08 – $124.14
Today$70.31

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.