
Netflix (NFLX)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-07-07
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NASDAQCommunication ServicesEntertainmentSnapshot 2026-07-07
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Track NFLX free→QuarterlyIQ Insights · NFLX
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. Current price $76.18. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $76 NFLX trades at 25× p/e, below its 78× p/e peer median. Our $214 fair value sits well above the price. We hold it with low confidence: our number sits well above the analyst range and our valuation methods disagree. Analysts target $96–$135. Note: our $214 fair value sits above the entire analyst range ($96–$135). Not investment advice.
$96.00 – $135.00 (median $115.00) · 11 analysts · as of 2026-04-17
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $6.53/sh owner earnings.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $115.00 | — | — | Analyst | low |
| dcf fcfe | 12M | $121.20 | — | — | Hist. CAGR | low |
| dcf fcff | 12M | $124.93 | — | — | Hist. CAGR | low |
| graham number | 12M | $22.47 | — | — | TTM | low |
| Peer EV/EBITDA | 12M | $36.83 | 11.0 | 3.41 | TTM | low |
| Peer P/FCF | 12M | $65.87 | 23.8 | 2.77 | TTM | low |
| Peer P/E | 12M | $243.24 | 78.5 | 3.10 | TTM | low |
| Peer P/S | 12M | $18.20 | 1.7 | 10.91 | TTM | low |
| PEG | 12M | $30.57 | 9.9 | 3.10 | TTM | low |
| residual income | 12M | $17.00 | — | — | TTM | low |
| Own P/E history | 12M | $587.60 | 189.5 | 3.10 | TTM | low |
| triangulated | 12M | $245.82 | 78.5 | 3.13 | Triangulated | low |
| Peer P/FCF | 3Y | $100.19 | 23.8 | 4.21 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $369.93 | 78.5 | 4.71 | Analyst | medium |
| Peer P/S | 3Y | $25.60 | 1.7 | 15.35 | guidance | medium |
| PEG | 3Y | $46.49 | 9.9 | 4.71 | Analyst | medium |
| Peer P/FCF | 5Y | $132.50 | 23.8 | 5.57 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $489.24 | 78.5 | 6.24 | Analyst | medium |
| Peer P/S | 5Y | $30.53 | 1.7 | 18.30 | guidance | medium |
| PEG | 5Y | $61.48 | 9.9 | 6.24 | Analyst | medium |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.