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NCMI vs NFLX

NCMI
National CineMedia, Inc.
BEARISH
Price
$3.45
Market Cap
$321.8M
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
NCMI
--
NFLX
42.57
Forward P/E
NCMI
22.26
NFLX
27.74
P/B Ratio
NCMI
0.86
NFLX
17.09
P/S Ratio
NCMI
1.32
NFLX
10.11
EV/EBITDA
NCMI
13.01
NFLX
33.87

Profitability

Gross Margin
NCMI
46.75%
NFLX
48.49%
Operating Margin
NCMI
27.79%
NFLX
24.54%
Profit Margin
NCMI
-4.36%
NFLX
24.3%
ROE
NCMI
-2.7%
NFLX
42.76%
ROA
NCMI
-1.39%
NFLX
15.25%

Growth

Revenue Growth
NCMI
8.0%
NFLX
17.6%
Earnings Growth
NCMI
20.8%
NFLX
32.7%

Financial Health

Debt/Equity
NCMI
0.06
NFLX
0.64
Current Ratio
NCMI
2.22
NFLX
1.19
Quick Ratio
NCMI
2.11
NFLX
1.06

Dividends

Dividend Yield
NCMI
3.48%
NFLX
--
Payout Ratio
NCMI
0.0%
NFLX
0.0%

AI Verdict

NCMI BEARISH

NCMI exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health and operational deterioration. While the company maintains a clean balance sheet with very low debt (Debt/Equity 0.06) and strong liquidity (Current Ratio 2.22), these are offset by negative profit margins and a catastrophic 5-year price decline of 90.7%. The bearish sentiment is further reinforced by aggressive insider selling from the CEO and CFO and a technical trend score of 0/100.

Strengths
Very low leverage with a Debt/Equity ratio of 0.06
Strong liquidity position with a Current Ratio of 2.22
Healthy Gross Margin (46.75%) and Operating Margin (27.79%)
Risks
Critical financial health deterioration (Piotroski F-Score 2/9)
Negative net profit margins (-4.36%) and negative ROE (-2.70%)
Strong bearish insider activity with C-suite executives selling shares
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

NCMI vs NFLX: Head-to-Head Comparison

This page compares National CineMedia, Inc. (NCMI) 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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