Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
Netflix, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
3/4
Debt & liquidity
1/3
Efficiency
2/2
Profitability stands well above the sector median. ROE reaches 42.8%, more than double the sector average, and ROIC sits at 37.1%, driven by an operating margin of 29.5% — +48% above the median. Free cash flow generation remains strong, with FCF yield +33% the sector median. Revenue growth of 15.9% outpaces the sector at 8.5%, and the F-Score of 6/9 reflects stable operational quality. The balance sheet carries debt at 1.0×× EBITDA, in line with sector norms. Valuation sits near the median: the P/E of 23.7× trails the sector slightly, yet P/B at 11.6× runs +29% above the median, reflecting the market's confidence in returns. The most recent quarter missed consensus by 6.8%, and the beat rate over eight quarters has been weak — a signal that near-term execution may not match the historical profitability edge. Consensus models continued strength, but realized earnings growth lags what the market prices in.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| CHTR | Charter Communications | 5/9 | 32% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics.
The market prices in earnings growth; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Netflix reports on July 16, track operating margin against the current 20.0% figure and check whether revenue growth year over year is holding pace. The F-Score's lone profitability gap (3/4) makes the operating cash flow signal worth watching closely.
On SEC EDGAR, open Netflix's most recent 10-K and read the risk factors and management's discussion sections. The Leverage and Liquidity sub-score of 1/3 flags balance-sheet pressure — check the long-term debt schedule and free cash flow disclosures directly.
In the same-sector table in section 06, pick two or three companies yourself and line up P/B alongside ROIC. Netflix sits at 9.04× P/B while delivering ROIC 2.4× the sector median — see how that pairing looks across the names you select before drawing any valuation conclusion.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +1,326%+328%-0%+37%
Over 4 years: 2.401.931.280.99
Over 4 years: +6%+7%+16%+16%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 6 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| -1% |
| 24% |
| CMCSA | Comcast | 5/9 | 22% | -0% | 17% |
| DIS | Disney | 7/9 | 12% | +3% | 19% |
| EA | Electronic Arts | 5/9 | 13% | +1% | 15% |
| FOXA | Fox Corporation | 7/9 | 20% | +17% | — |
| GOOGL | Alphabet | 5/9 | 36% | +15% | 32% |
| META | Meta Platforms | 4/9 | 30% | +22% | 41% |
| NFLX | Netflix, Inc. | 6/9 | 43% | +16% | 29% |
| OMC | Omnicom | 3/9 | -1% | +10% | 3% |
| T | AT&T | 6/9 | 18% | +3% | 19% |
| TMUS | T-Mobile | 6/9 | 18% | +8% | 21% |
| TTWO | Take-Two Interactive | 7/9 | -11% | +18% | -2% |
| VZ | Verizon | 6/9 | 17% | +3% | 21% |
A sample of 13 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.