INTU vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
NFLX |
| Current Price |
$396.57 |
$91.02 |
| Fair Value Estimate |
$546.00 |
$178.10 |
| Upside to Fair Value |
+37.7%
|
+95.7%
|
| Market Cap |
$110.4B |
$383.3B |
| Forward P/E |
19.5x
|
28.7x
|
| EV / EBITDA |
19.0x
|
11.4x
|
| Price / Sales |
5.9x
|
8.2x
|
| Price / FCF |
18.1x
|
32.2x
|
| Revenue Growth YoY |
+15.6%
|
+16.2%
|
| Gross Margin |
80.8%
|
49.0%
|
| Operating Margin |
26.1%
|
29.7%
|
| Return on Equity |
19.6%
|
49.2%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
3.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
NFLX |
| Zone Low |
$410.00 |
$133.57 |
| Zone High |
$464.00 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|