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MCS vs NFLX

MCS
The Marcus Corporation
BEARISH
Price
$18.98
Market Cap
$583.4M
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
MCS
46.29
NFLX
42.57
Forward P/E
MCS
35.15
NFLX
27.74
P/B Ratio
MCS
1.27
NFLX
17.09
P/S Ratio
MCS
0.81
NFLX
10.11
EV/EBITDA
MCS
9.95
NFLX
33.87

Profitability

Gross Margin
MCS
40.88%
NFLX
48.49%
Operating Margin
MCS
3.9%
NFLX
24.54%
Profit Margin
MCS
1.77%
NFLX
24.3%
ROE
MCS
2.75%
NFLX
42.76%
ROA
MCS
1.21%
NFLX
15.25%

Growth

Revenue Growth
MCS
3.1%
NFLX
17.6%
Earnings Growth
MCS
523.7%
NFLX
32.7%

Financial Health

Debt/Equity
MCS
0.73
NFLX
0.64
Current Ratio
MCS
0.4
NFLX
1.19
Quick Ratio
MCS
0.26
NFLX
1.06

Dividends

Dividend Yield
MCS
1.69%
NFLX
--
Payout Ratio
MCS
73.17%
NFLX
0.0%

AI Verdict

MCS BEARISH

The Marcus Corporation exhibits significant fundamental fragility, highlighted by a mediocre Piotroski F-Score of 4/9 and a critical liquidity crisis with a Current Ratio of 0.40. While the stock has seen recent price momentum and strong earnings growth (recovery-based), it trades at a substantial premium to its Graham Number ($11.74) and Intrinsic Value ($12.09). The combination of thin profit margins (1.77%), bearish insider selling by the CEO, and a high PEG ratio suggests the current valuation is unsustainable. Despite analyst 'strong buy' ratings, the deterministic data points to a high-risk profile.

Strengths
Strong recent earnings surprise track record (3/4 beats)
Low Price-to-Sales ratio (0.81) suggesting efficient revenue generation relative to market cap
Manageable Debt/Equity ratio (0.73) compared to sector averages
Risks
Severe liquidity risk indicated by a Current Ratio of 0.40 and Quick Ratio of 0.26
Extreme overvaluation relative to defensive fair value (Price $18.98 vs Graham $11.74)
Very thin profitability margins (Profit Margin 1.77%, ROE 2.75%)
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

MCS vs NFLX: Head-to-Head Comparison

This page compares The Marcus Corporation (MCS) 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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