Stock Detail
$NFLX
Communication Services · 96 tracked mentions in the last 90 days across 30 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
30 creators lean undervalued while 2 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on NFLX.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: fair value gap
For valuation during 2021 they actually peaked at 50x price to earnings, right now they're trading at 23x.
Explicit claim • strong conviction • basis: multiple relative
At its peak in 2021, you were paying a multiple of 60 times earnings. That multiple today sits at 23. What that ultimately means is that despite the fact that the revenues have climbed by 66% and the profits by 130%, you have absolutely no stock returns to show for it.
Explicit claim • strong conviction • basis: multiple relative
trading at a PE of 23, which is a historical low
Explicit claim • weak conviction • basis: explicit term
But Amazon and Netflix of that time, those proved to be great businesses and in the decades to come, they showed that.
Mention History
Latest mentions across all history
Feed