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NFLX NETFLIX INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-17, not restated
Communication Svcs

Scale

Market cap
$331.3bn
Revenue TTM
$48.4bn
Net income TTM
$13.6bn
Free cash flow
$11.2bn
Composite score
57.9
Sector rank
#37

Valuation

P / E
24.3
EV / EBITDA
22.8
EV / sales
7.0
FCF yield
3.37%
Earnings yield vs 10-yr
-0.61pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
28.2%
EBITDA margin
30.4%
ROE
45.3%
ROIC
40.6%
Revenue growth
16.0%

Insider activity, last 90 days

Net open-market
$-49.06m
Buyers
0
Sellers
7

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The decrease in operating margin was primarily driven by technology and development expenses and sales and marketing expenses growing at a faster rate than revenue. Net income fo r the three months ended June 30, 2026 increased $276 million as compared to the prior comparative period, primarily due to a $418 million increase in operating income, driven by a $1,481 million increase in revenues and partially offset by a $712 million increase in cost of revenues primarily due to an increase in content amortization. The impact of higher operating income was partially offset by a $161 million increase in the provision for income taxes. …NETFLIX INC, 10-Q, period ended 2026-06-30, filed 2026-07-17

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