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Netflix, Inc. (NFLX) Valuation & Moats

Industry: N/A | Current Spot Price: $87.35

Quality of Company (QOC)

10.0 / 10

Moats, margins, and financial health stress-test index.

Value Trap Score

22.0 / 100

Risk level of value trap traps, structural declines, or debt strain.

Average Model Upside

-21.3%

Consensus fair value margin of safety across all active models.

13 Quantitative Valuation Models Targets

Valuation Model Variant Price Target Upside / Downside% Model Confidence%
Earnings Power Value $29.49 -66.24% 70.0%
Bayesian DCF $16.14 -81.53% 62.8%
Markov DDM $240.48 175.31% 30.2%
First Chicago $121.06 38.59% 54.9%
EROIC Spread Model $24.03 -72.49% 58.8%
Machine Learning RIV $48.97 -43.94% 43.3%
Regime Cross model $51.08 -41.52% 43.1%
Sentiment SOTP $37.30 -57.30% 43.1%
CUCE Ensemble Model $53.16 -39.14% 4.3%
FTNN Topology Model $81.55 -6.65% 5.4%
RCMH-DCF Variant $35.18 -59.72% 51.0%

Market Search Intent Q&A

Is Netflix, Inc. (NFLX) worth buying in 2026?

Determining if Netflix, Inc. (NFLX) is worth buying in 2026 requires contrasting its current market spot price of $87.35 with our fundamental intrinsic value targets. Our quantitative models suggest that the consensus fair value upside for NFLX sits at -21.3% across active valuation models. If you prioritize conservative baseline asset capitalizations, the zero-growth Earnings Power Value (EPV) floor of $29.49 represents a strong baseline safety net. On the other hand, the 10,000-simulation Bayesian DCF target of $16.14 reflects the fair value accounting for margin progression and long-term cash flow compound potential.

Is NFLX currently undervalued or a value trap?

With a Quality of Company (QOC) score of 10.0/10 and a Value Trap Score of 22.0/100, NFLX's financial risk metrics provide deep structural insights. A Value Trap Score of 22.0/100 suggests that the company is currently safely insulated from immediate financial distress, operational structural decline, or a permanent loss of capital, debt distress, or structural operational decline. Meanwhile, the durable moat score (QOC) of 10.0/10 indicates the level of physical, structural, or brand competitive advantage the company retains. At $87.35, the margin of safety should be carefully compared to these fundamental indicators.

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