INTU vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Netflix, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuit Inc. ยท Technology
$277.13
+25.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Netflix, Inc. ยท Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
INTU |
NFLX |
| Current Price |
$277.13 |
$76.41 |
| Fair Value Estimate |
$347.25 |
$110.00 |
| Upside to Fair Value |
+25.3%
|
+44.0%
|
| Market Cap |
$75.8B |
$318.2B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
11.0x
|
10.6x
|
| Price / Sales |
3.5x
|
6.6x
|
| Price / FCF |
8.8x
|
29.1x
|
| Revenue Growth YoY |
+13.7%
|
+13.4%
|
| Gross Margin |
80.9%
|
49.1%
|
| Operating Margin |
28.8%
|
29.7%
|
| Return on Equity |
23.4%
|
48.0%
|
| Dividend Yield |
1.73% |
0% |
| FCF Yield |
11.43%
|
3.44%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free caโฆ
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, oโฆ
Accumulation Zones
| Metric |
INTU |
NFLX |
| Zone Low |
$260.44 |
$82.50 |
| Zone High |
$295.16 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|