GOOG vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
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.
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Valuation & Fundamentals
| Metric |
GOOG |
NFLX |
| Current Price |
$339.40 |
$91.02 |
| Fair Value Estimate |
$324.34 |
$178.10 |
| Upside to Fair Value |
-4.4%
|
+95.7%
|
| Market Cap |
$4,105.7B |
$383.3B |
| Forward P/E |
31.2x
|
28.7x
|
| EV / EBITDA |
23.1x
|
11.4x
|
| Price / Sales |
10.3x
|
8.2x
|
| Price / FCF |
56.4x
|
32.2x
|
| Revenue Growth YoY |
+11.3%
|
+16.2%
|
| Gross Margin |
59.7%
|
49.0%
|
| Operating Margin |
32.0%
|
29.7%
|
| Return on Equity |
35.0%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
NFLX |
| Zone Low |
$243.25 |
$133.57 |
| Zone High |
$275.69 |
$151.38 |
| In Buy Zone? |
No
|
Yes
|