AAPL vs NFLX: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Netflix, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-16.
Apple Inc. Β· Technology
$308.63
+5.6% upside to fair value
Grade B High Quality
VS
Netflix, Inc. Β· Communication Services
$73.68
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX has more upside to fair value (+45.0%). NFLX trades at a lower forward P/E (23.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL NFLX
Current Price $308.63 $73.68
Fair Value Estimate $325.93 $106.84
Upside to Fair Value +5.6% +45.0%
Market Cap $4,533.0B $310.2B
Forward P/E 37.2x 23.3x
EV / EBITDA 28.6x 9.2x
Price / Sales 10.0x 6.6x
Price / FCF 35.1x 26.1x
Revenue Growth YoY +16.6% +16.2%
Gross Margin 47.9% 49.0%
Operating Margin 32.6% 29.7%
Return on Equity 146.7% 49.2%
Dividend Yield 0% 0%
FCF Yield 2.85% 3.83%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services, with a durable competitive moat driven by its integrated ecosystem of devices, operating systems, and services. The company benefits from strong brand loyalty, high margins with a gross margin of 47.9%, and consistent earnings growth, including a 19.4% increase in earnings in the most recent q…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
Metric AAPL NFLX
Zone Low $244.45 $80.13
Zone High $277.04 $90.81
In Buy Zone? No Yes
← AAPL Research    NFLX Research β†’    All Research