Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Netflix

NFLX stock analysis · Communication Services · Movies & Entertainment

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$71.40HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$297.3B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Momentum data and stock-split review

The issuer notice gives ten-for-one distribution after November 14, 2025 and split-adjusted trading November 17. The June 2026 Form 10-Q confirms completion and retrospective share adjustment. Its acquisitions note states the WBD merger was terminated February 27, 2026; the March acquisition was paid in cash. The same-ISIN June 2025 price is divided by 10; May and June 2026 prices remain unchanged. The separately reviewed split schedule is limited to these endpoints. Fund values divided by held shares are indicative price-return proxies, not exchange closes or total returns.

Issuer action history 1 ↗ · Issuer action history 2 ↗

Fund valuation at 2025-06-30 ↗ · Fund valuation at 2026-05-31 ↗

Valuation

DCF value

$34.51

Equity cash-flow scenario · SEC outstanding shares at 2026-06-30 · -51.7% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

23.4%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-50.2%

13 sector peers · median 13.5×

How this is calculated ↗
Valuation

Historical multiples

46.9×

7 annual observations · snapshot P/E 27.1× · -42.3% versus history

How this is calculated ↗
Valuation

Free cash flow yield

3.2%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

Requires two adjacent years of positive average capital, equity, cash, debt and operating income.

Requires two adjacent years of positive average capital, equity, cash, debt and operating income.

How this is calculated ↗
Valuation

Value composite

24/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

-35.8%

2025-06-30 → 2026-05-31 · Reviewed split basis · fund snapshot

How this is calculated ↗
Investment

Asset growth

3.7%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

2.8%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

1.5%

Parent-earnings fallback versus consolidated cash flow · scope limitation

How this is calculated ↗
Momentum

Fundamental momentum

7.4%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 10.1B2020-12-31: cfo $2,427,077,000.002020-12-31: capex $497,923,000.0020202021-12-31: cfo $392,610,000.002021-12-31: capex $524,585,000.0020212022-12-31: cfo $2,026,257,000.002022-12-31: capex $407,729,000.0020222023-12-31: cfo $7,274,301,000.002023-12-31: capex $348,552,000.0020232024-12-31: cfo $7,361,364,000.002024-12-31: capex $439,538,000.0020242025-12-31: cfo $10,149,273,000.002025-12-31: capex $688,220,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$43.29$47.23$51.47
10.0%$31.72$34.51$37.51
12.0%$25.02$27.15$29.44

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3145.2B11B10.1B688.2M55.6B
2024-12-3139B8.7B7.4B439.5M53.6B
2023-12-3133.7B5.4B7.3B348.6M48.7B
2022-12-3131.6B4.5B2B407.7M48.6B
2021-12-3129.7B5.1B392.6M524.6M44.6B
2020-12-3125B2.8B2.4B497.9M39.3B
2019-12-3120.2B1.9B-2.9B253M34B
2018-12-3115.8B1.2B-2.7B173.9M26B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue45.2BRevenues2026-01-23
netIncome11BNetIncomeLoss
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-01-23
Parent/common earnings proxy11BNetIncomeLoss2026-01-23
cfo10.1BNetCashProvidedByUsedInOperatingActivities2026-01-23
capex688.2MPaymentsToAcquirePropertyPlantAndEquipment2026-01-23
operatingIncome13.3BOperatingIncomeLoss2026-01-23
assets55.6BAssets2026-01-23
equity26.6BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-01-23
Parent book equity proxy26.6BStockholdersEquity2026-01-23
debtNot reported under a supported tag
shortDebt998.9MShortTermBorrowings2026-01-23
cash9BCashAndCashEquivalentsAtCarryingValue2026-01-23
shares4.3BWeightedAverageNumberOfDilutedSharesOutstanding2026-01-23
dividends0Reviewed manual correction
This issuer explicitly confirms in its annual filing that it has never declared or paid cash dividends on its common/capital stock. Reviewed cash-dividend zero, bounded to fiscal period ending 2025-12-31. The exact statement and source filing are retained in the evidence record. This is explicit filing evidence, not an assumption from an absent cash-flow line. Surrounding source passage reviewed as the registrant’s own common-stock policy, not a subsidiary or predecessor statement.
2026-01-23
buybacks9.1BPaymentsForRepurchaseOfCommonStock2026-01-23
issuance667MReviewed manual correction
Bounded FY2025-12-31 consolidated financing-statement extraction. Proceeds from issuance of common stock: 666965000 USD [us-gaap:ProceedsFromStockOptionsExercised]. All 6 financing lines reconcile exactly to reported financing cash flow -10345623000 USD. Cash inflows from common shares, employee plans and option exercises are summed once as displayed on the statement; noncash compensation, withholding payments, preferred and noncontrolling interests are excluded. This review applies only to this issuer and fiscal period. Source limitation: the statement also aggregates other financing cash flows (net -5806000 USD). Their common-equity portion is not separately disclosed here. Issuance is the sum of separately reported common cash-issuance lines, not an independently verified gross total; additional equity flows may be inside those aggregates.
2026-01-23