AAPL vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Apple Inc. · Technology
$270.23
+68.0% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
NFLX |
| Current Price |
$270.23 |
$91.02 |
| Fair Value Estimate |
$454.10 |
$178.10 |
| Upside to Fair Value |
+68.0%
|
+95.7%
|
| Market Cap |
$3,971.8B |
$383.3B |
| Forward P/E |
33.8x
|
28.7x
|
| EV / EBITDA |
26.3x
|
11.4x
|
| Price / Sales |
9.1x
|
8.2x
|
| Price / FCF |
32.2x
|
32.2x
|
| Revenue Growth YoY |
+15.7%
|
+16.2%
|
| Gross Margin |
47.3%
|
49.0%
|
| Operating Margin |
32.4%
|
29.7%
|
| Return on Equity |
159.9%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services. The business quality is high due to its durable competitive moats including brand strength, network effects, and switching costs, supported by consistent earnings growth and strong operational execution under CEO Tim Cook. The company reported robust revenue growth of 15.7% and earnings growth…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
AAPL |
NFLX |
| Zone Low |
$340.58 |
$133.57 |
| Zone High |
$385.99 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|