No connection

Search Results

NFLX vs PLAY

NFLX
Netflix, Inc.
NEUTRAL
Price
$107.71
Market Cap
$456.89B
Sector
Communication Services
AI Confidence
80%
PLAY
Dave & Buster's Entertainment, Inc.
BEARISH
Price
$14.24
Market Cap
$494.7M
Sector
Communication Services
AI Confidence
95%

Valuation

P/E Ratio
NFLX
42.57
PLAY
--
Forward P/E
NFLX
27.74
PLAY
150.72
P/B Ratio
NFLX
17.09
PLAY
5.43
P/S Ratio
NFLX
10.11
PLAY
0.24
EV/EBITDA
NFLX
33.87
PLAY
10.03

Profitability

Gross Margin
NFLX
48.49%
PLAY
39.82%
Operating Margin
NFLX
24.54%
PLAY
3.08%
Profit Margin
NFLX
24.3%
PLAY
-2.32%
ROE
NFLX
42.76%
PLAY
-41.1%
ROA
NFLX
15.25%
PLAY
1.9%

Growth

Revenue Growth
NFLX
17.6%
PLAY
-0.9%
Earnings Growth
NFLX
32.7%
PLAY
--

Financial Health

Debt/Equity
NFLX
0.64
PLAY
39.09
Current Ratio
NFLX
1.19
PLAY
0.29
Quick Ratio
NFLX
1.06
PLAY
0.16

Dividends

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

AI Verdict

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)
PLAY BEARISH

The company exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity crisis with a Current Ratio of 0.29. Extreme leverage is evident in the Debt/Equity ratio of 39.09, which, combined with negative ROE (-41.10%) and negative profit margins, suggests a high risk of insolvency. Despite a 'Buy' analyst recommendation and a low Price/Sales ratio, the fundamental data shows consistent earnings misses (0/4 beats in the last year) and a crashing YoY EPS growth of -150.7%.

Strengths
Low Price/Sales ratio (0.24) suggests the stock is cheap relative to revenue
Gross Margin remains healthy at 39.82%
Analyst target price ($18.88) provides a theoretical upside of ~32%
Risks
Severe liquidity risk with a Current Ratio of 0.29 and Quick Ratio of 0.16
Extreme financial leverage with a Debt/Equity ratio of 39.09
Consistent failure to meet earnings estimates (Average surprise -83.83% over last 4 quarters)

Compare Another Pair

NFLX vs PLAY: Head-to-Head Comparison

This page compares Netflix, Inc. (NFLX) and Dave & Buster's Entertainment, Inc. (PLAY) 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.

Home
Terminal
AI
Markets
Profile