Netflix

Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin

DownUnder

Not Invested

Community Contributor

Published

19 Sep 25

Updated

21 Nov 25

Views

1.1k

21 Nov

US$81.67

DownUnder's Fair Value

US$149.37

45.3% undervalued

-33.1%

0.3%

-33.1%

0.3%

You can edit this narrative until Nov 22 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$149.3745.3% undervalued

DownUnder's Fair Value

Shared on 21 Nov 25

Fair value Decreased 92%

Update after NFLX Q3 2025 earnings report. Business keeps sailing even after Brazilian tax hiccup

Netflix keeps growing and taking more of viewers’ time, with strength showing up across multiple regions even after a one-off issue in Brazil hits reported results. The company says the tax dispute shouldn’t change the long-term picture, but it’s a reminder that unexpected costs can pop up.

191 views

Valuator

Company Info

Notes

DownUnder'sFair Value

US$149.37

45.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

9.77%

Historical revenue growth rate

10.57%

Entertainment revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.78%

Calculation

US$18.48b

Earnings '30

50.08x

PE Ratio '30

US$925.68b

Market Cap '30

US$925.68b

Market Cap '30

4.04b

No. shares '30

US$229.03

Share Price '30

US$229.03 Share Price '30

Discounted to 2025 @ 8.92% p.a.

US$149.37

Fair Value '25