company background image
NFLX logo

Netflix NasdaqGS:NFLX Rapporto sulle azioni

Ultimo prezzo

US$961.63

Cap. di mercato

US$417.6b

7D

1.7%

1Y

56.7%

Aggiornato

16 Apr, 2025

Dati

Dati finanziari dell'azienda +

Netflix, Inc.

NasdaqGS:NFLX Rapporto sulle azioni

Cap. di mercato: US$417.6b

NFLX Panoramica delle azioni

Netflix, Inc. fornisce servizi di intrattenimento. Maggiori dettagli

NFLX analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura4/6
Prestazioni passate6/6
Salute finanziaria5/6
Dividendi0/6

Premi

Si prevede che gli utili cresceranno del 15.52% all'anno

Gli utili sono cresciuti del 61.1% nell'ultimo anno

Analisi del rischio

Importanti vendite da parte di insider negli ultimi 3 mesi


Community vs My Fair Value

Select a narrative for quick price alerts from the community, or create your own.

NFLX logo
Netflix
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts

Investments In Global Content And Ad Tech Will Strengthen Future Audience Engagement

Key Takeaways Strategic investments in diverse content, ad-supported tiers, and live events support subscriber growth, retention, and revenue enhancement. Video game strategy leveraging existing IP aims to increase engagement, acquisition, and growth in the gaming market.
View narrative
US$1.07k
FV
9.7% undervalued intrinsic discount
12.05%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
97users have followed this narrative
Updated narrative
NFLX logo
Netflix
JO
Jonh
Community Contributor

Netflix Will Boost Revenue by 22% with Ad-Supported Tiers and Gaming Strategy

Key Takeaways Strategic investments in diverse content, ad-supported tiers, and live events support subscriber growth, retention, and revenue enhancement. Video game strategy leveraging existing IP aims to increase engagement, acquisition, and growth in the gaming market.
View narrative
US$1.17k
FV
18.0% undervalued intrinsic discount
12.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
about 1 month ago author updated this narrative
NFLX logo
Netflix
RI
Richard_Bowman
Equity Analyst and Writer

Scale, Operating Leverage And Ad Plans Will Drive EPS Growth

Key Takeaways Netflix ad-supported plans will drive new revenue Revenue per user will decrease in short term from ad plans, but increase longer term Margins will continue to improve as costs grow slower than revenue (operating leverage) User growth expected from password sharing crackdown I believe these 3 catalysts will result in $52bn in revenue and $12.5bn profit by 2028 Catalysts Industry Catalysts There is Room For More Than One Streaming Platform The video streaming industry has become very competitive, and the market has been hyper focused on the question of “who will win the streaming war.” I don’t think this is a winner takes all situation, and there is room for a handful of platforms. There are pros and cons to each platform and many households end up subscribing to two or three platforms.
View narrative
US$936.00
FV
2.7% overvalued intrinsic discount
11.50%
Revenue growth p.a.
11users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
5 months ago author updated this narrative
NFLX logo
Netflix
MI
MichaelP
Content Lead

Industry Consolidation and Internal Initiatives Will Support Subscriber growth

Key Takeaways Possible consolidation in the streaming market will benefit NFLX with better negotiating leverage Internal initiatives of ad-plans and paid sharing will drive user and revenue growth ARPM will increase due to future price increases and advertising revenue Advertising dollars will transition from Cable TV to NFLX as its ad-supported members base grows Discipline on content costs will increase net margins and push future earnings and cash flows higher Catalysts Industry Catalysts Consolidation Of Content In The Streaming Market After 25 years of expensive growth, Netflix has now become the most dominant, profitable streaming player in the world. With 238m subscribers, trailing 12 month revenues of $32bn and cash flows of $4.6bn (all as of June 30 2023), the company has reached scale economics that allow the streaming model to work profitably.
View narrative
US$797.74
FV
20.5% overvalued intrinsic discount
13.00%
Revenue growth p.a.
20users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
5 months ago author updated this narrative
View Netflix Community

Netflix, Inc. Concorrenti

Walt Disney

NYSE:DIS

US$153.7b

Spotify Technology

NYSE:SPOT

US$117.2b

Live Nation Entertainment

NYSE:LYV

US$29.8b

Tencent Music Entertainment Group

NYSE:TME

US$20.2b

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Netflix
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$961.63
Massimo di 52 settimaneUS$1,064.50
Minimo di 52 settimaneUS$542.01
Beta1.55
Variazione di 1 mese1.22%
Variazione a 3 mesi14.16%
Variazione di 1 anno56.70%
Variazione a 3 anni325.14%
Variazione a 5 anni128.19%
Variazione dall'IPO80,275.08%

Notizie e aggiornamenti recenti

Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)

Apr 13

Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Apr 10
Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Netflix: Leading The Streaming Race With Profitability And Global Reach

Mar 21

Recent updates

Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)

Apr 13

Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Apr 10
Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Netflix: Leading The Streaming Race With Profitability And Global Reach

Mar 21

Netflix: Valuation Looks Better Than You Think

Mar 09

Netflix (NASDAQ:NFLX) Is Investing Its Capital With Increasing Efficiency

Mar 01
Netflix (NASDAQ:NFLX) Is Investing Its Capital With Increasing Efficiency

Netflix: More Pain In Store For Bullish Converts

Feb 27

Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run

Feb 15

Why Investors Shouldn't Be Surprised By Netflix, Inc.'s (NASDAQ:NFLX) 26% Share Price Surge

Feb 14
Why Investors Shouldn't Be Surprised By Netflix, Inc.'s (NASDAQ:NFLX) 26% Share Price Surge

Calculating The Fair Value Of Netflix, Inc. (NASDAQ:NFLX)

Feb 09
Calculating The Fair Value Of Netflix, Inc. (NASDAQ:NFLX)

Netflix: Leaving The Competition In The Dust

Feb 07
author-image

Narrative update from Richard Bowman

Feb 04Record quarterly new subscriber addition of 18.9 million (+15.9%)

Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Jan 29
Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Netflix: Investments In New Ventures Paying Off

Jan 25

Netflix Is A Buy Ahead Of Q4 Earnings (Rating Upgrade)

Jan 20

Netflix: A Show Of Success, But Wait For The Dip

Jan 13

Netflix's Big 2024 Pivot May Be On The Verge Of Paying Off

Dec 13

Should You Be Adding Netflix (NASDAQ:NFLX) To Your Watchlist Today?

Dec 13
Should You Be Adding Netflix (NASDAQ:NFLX) To Your Watchlist Today?

Why We're Not Concerned About Netflix, Inc.'s (NASDAQ:NFLX) Share Price

Dec 01
Why We're Not Concerned About Netflix, Inc.'s (NASDAQ:NFLX) Share Price
author-image

Narrative update from Michael Paige

Nov 29Continued Solid Member and Revenue Growth, Plus Cost Controls - Upgrading my Valuation. Overall, Netflix had another solid quarter, and is tracking slightly ahead of my estimates. Revenue growth, memb

Netflix: Why I Am Taking Triple-Digit Profits (Rating Downgrade)

Nov 18
author-image

Narrative update from Richard Bowman

Nov 05Advertising Is Starting To Gain Traction, But There May Be A Lag Before It Translates To Cash Flow.Netflix has managed to keep the momentum going for yet another quarter. Subscriptions and revenue wer

The Ad Advantage: How Netflix's New Strategy Positions It As A Buy

Nov 05

Returns on Capital Paint A Bright Future For Netflix (NASDAQ:NFLX)

Nov 02
Returns on Capital Paint A Bright Future For Netflix (NASDAQ:NFLX)

Netflix: Promising Growth Story With Solid Financial Performance, But Overbought Right Now

Oct 24

Netflix, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Oct 21
Netflix, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
author-image

Expanding Content And Innovative Engagement Fuels Dynamic Growth Ahead

Oct 20 Netflix's focus on original content, games, and live events aims to enhance engagement and diversify revenue beyond streaming.

Netflix Q3: Launch Of In-House Advertising Platform By FY 2025 Bodes Well

Oct 18

Netflix: Hidden Assets And Valuation Could Lead To Additional Upside

Oct 11

Netflix: Deep Dive Into Engagement Numbers

Sep 27

Netflix Looks Ready To Move Higher (Technical Analysis)

Sep 21
author-image

Narrative update from Richard Bowman

Sep 19Growth Initiatives Continue to Pay Off for NetflixNetflix reported yet another very strong quarter, as subscriber growth continues to surprise on the upside.Subscriber growth increased by 8 million, w
author-image

Narrative update from Michael Paige

Sep 17Revenue and Member Growth Faster Anticipated.Overall, Netflix had another solid quarter, and is tracking slightly ahead of my estimates. Revenue growth, member growth and margins are tracking better t

These 4 Measures Indicate That Netflix (NASDAQ:NFLX) Is Using Debt Safely

Sep 07
These 4 Measures Indicate That Netflix (NASDAQ:NFLX) Is Using Debt Safely

Netflix Stock Hits A New All-Time High, Can The Rally Keep Going?

Aug 22

Netflix's Telecom Alliances: A Game-Changer For Global Market Penetration

Aug 12

Netflix: Strong Q2 Results Do Not Make For A Strong Prospect

Aug 05

Netflix Is An Overvalued Streaming Company

Jul 28

Earnings Summary: Will Netflix Ever Lose The Narrow / No Moat Status?

Jul 22

Earnings Update: Netflix, Inc. (NASDAQ:NFLX) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Jul 20
Earnings Update: Netflix, Inc. (NASDAQ:NFLX) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Netflix: The Winner Of Streaming War 1.0 Goes All-In On Ads

Jul 15

Why We're Not Concerned About Netflix, Inc.'s (NASDAQ:NFLX) Share Price

Jul 11
Why We're Not Concerned About Netflix, Inc.'s (NASDAQ:NFLX) Share Price

Netflix: Ultimate Experience Company

Jul 07

Netflix: Engagement For The Win - Reiterating Buy

Jul 01

Is There Now An Opportunity In Netflix, Inc. (NASDAQ:NFLX)?

Jun 26
Is There Now An Opportunity In Netflix, Inc. (NASDAQ:NFLX)?

Netflix May Be Next For Splitsville

Jun 24

We Like Netflix's (NASDAQ:NFLX) Returns And Here's How They're Trending

Jun 14
We Like Netflix's (NASDAQ:NFLX) Returns And Here's How They're Trending

Netflix Added To Model Portfolio As Investors Buy On Weakness (Technical Analysis)

Jun 05

Do Netflix's (NASDAQ:NFLX) Earnings Warrant Your Attention?

Jun 02
Do Netflix's (NASDAQ:NFLX) Earnings Warrant Your Attention?

Netflix Has Become Too Pricey

May 30

Rendimenti per gli azionisti

NFLXUS EntertainmentUS Mercato
7D1.7%-1.4%-3.0%
1Y56.7%29.0%4.6%

Ritorno vs Industria: NFLX ha superato il US Entertainment che ha restituito 29 % nell'ultimo anno.

Rendimento vs Mercato: NFLX ha superato il mercato US che ha restituito 4.6 % nell'ultimo anno.

Volatilità dei prezzi

Is NFLX's price volatile compared to industry and market?
NFLX volatility
NFLX Average Weekly Movement6.4%
Entertainment Industry Average Movement10.2%
Market Average Movement7.7%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market4.0%

Prezzo delle azioni stabile: NFLX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di NFLX è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
199714,000Ted Sarandoswww.netflix.com

Netflix, Inc. fornisce servizi di intrattenimento. L'azienda offre serie televisive (TV), documentari, lungometraggi e giochi di vari generi e lingue. Offre inoltre ai membri la possibilità di ricevere contenuti in streaming attraverso una serie di dispositivi connessi a Internet, tra cui TV, lettori video digitali, decoder TV e dispositivi mobili.

Netflix, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Netflix con la sua capitalizzazione di mercato?
NFLX statistiche fondamentali
Capitalizzazione di mercatoUS$417.61b
Guadagni(TTM)US$8.71b
Ricavi(TTM)US$39.00b

47.2x

Rapporto P/E

10.5x

Rapporto P/S

NFLX è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Guadagni e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
NFLX Conto economico (TTM)
RicaviUS$39.00b
Costo del fatturatoUS$21.04b
Profitto lordoUS$17.96b
Altre speseUS$9.25b
GuadagniUS$8.71b

Ultimi guadagni dichiarati

Dec 31, 2024

Prossima data di guadagno

Apr 17, 2025

Utile per azione (EPS)20.37
Margine lordo46.06%
Margine di profitto netto22.34%
Rapporto debito/patrimonio netto63.0%

Come si è comportato NFLX nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/04/16 00:18
Prezzo dell'azione a fine giornata2025/04/16 00:00
Guadagni2024/12/31
Guadagni annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Netflix, Inc. è coperta da 99 analisti. 45 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Hannah KleivenArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company