Meta is mentioned as a competitor to Netflix that is growing faster and has a lower P/E ratio, making Netflix's valuation less exciting by comparison.
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Is the Netflix Crash a Buy? ($NFLX) | Buy Hold Rant Ep. 49
Jul 23, 2026
The creator discusses Netflix's (NFLX) recent crash, noting its historical performance and current valuation. While acknowledging Netflix is a strong company and the current price isn't bad, they find it less exciting compared to competitors like Meta, which have faster growth and lower P/E ratios. The creator also touches on the increased competition in the streaming space and Netflix's loss of its former front-runner status.
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While Netflix's current price isn't bad, its fundamentals aren't super exciting compared to faster-growing competitors with lower P/E ratios, making it a hold.
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