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FWONK vs NFLX

FWONK
Formula One Group
NEUTRAL
Price
$88.64
Market Cap
$22.2B
Sector
Communication Services
AI Confidence
85%
NFLX
Netflix, Inc.
NEUTRAL
Price
$107.71
Market Cap
$456.89B
Sector
Communication Services
AI Confidence
80%

Valuation

P/E Ratio
FWONK
38.21
NFLX
42.57
Forward P/E
FWONK
42.23
NFLX
27.74
P/B Ratio
FWONK
2.86
NFLX
17.09
P/S Ratio
FWONK
4.95
NFLX
10.11
EV/EBITDA
FWONK
27.05
NFLX
33.87

Profitability

Gross Margin
FWONK
33.71%
NFLX
48.49%
Operating Margin
FWONK
13.48%
NFLX
24.54%
Profit Margin
FWONK
12.38%
NFLX
24.3%
ROE
FWONK
7.69%
NFLX
42.76%
ROA
FWONK
2.66%
NFLX
15.25%

Growth

Revenue Growth
FWONK
--
NFLX
17.6%
Earnings Growth
FWONK
--
NFLX
32.7%

Financial Health

Debt/Equity
FWONK
0.61
NFLX
0.64
Current Ratio
FWONK
1.46
NFLX
1.19
Quick Ratio
FWONK
1.37
NFLX
1.06

Dividends

Dividend Yield
FWONK
--
NFLX
--
Payout Ratio
FWONK
0.0%
NFLX
0.0%

AI Verdict

FWONK NEUTRAL

FWONK exhibits a dichotomy between strong growth fundamentals and poor deterministic valuation. While the Piotroski F-Score of 4/9 indicates stable financial health and Q/Q revenue growth is impressive at 37.87%, the stock trades at a massive premium to its Graham Number ($40.21) and Intrinsic Value ($16.24). Bearish insider selling and a 0/100 technical trend contrast sharply with a 'Strong Buy' analyst consensus, suggesting the market is pricing in aggressive future expansion that is not yet reflected in the current balance sheet.

Strengths
Exceptional Q/Q revenue growth of 37.87%
Strong YoY EPS growth of 136.9%
Manageable Debt/Equity ratio (0.61) compared to sector average (0.92)
Risks
Severe overvaluation relative to Graham and Intrinsic value models
Bearish insider sentiment with $36.65M in recent sales
High P/E ratio (38.21) and Forward P/E (42.23) relative to sector average (24.51)
NFLX NEUTRAL

Netflix exhibits a stable financial foundation with a Piotroski F-Score of 5/9, though it trades at a significant premium to its Graham Number ($18.94) and growth-based Intrinsic Value ($74.63). While profitability metrics are exceptional, including an ROE of 42.76% and strong margins, the valuation is stretched with a P/B of 17.09 and a PEG ratio of 2.22. The stock is currently caught between strong fundamental growth and bearish technicals/insider sentiment. Overall, the company is a high-performing business trading at a growth-adjusted premium.

Strengths
Exceptional Return on Equity (ROE) of 42.76%
Strong profitability with a 24.30% profit margin
Robust earnings growth (YoY +32.70%)
Risks
Significant overvaluation relative to book value (P/B 17.09)
Bearish insider activity with $94.78M in recent sales
Technical trend is currently bearish (0/100)

Compare Another Pair

FWONK vs NFLX: Head-to-Head Comparison

This page compares Formula One Group (FWONK) and Netflix, Inc. (NFLX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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