KO vs NFLX: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% 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%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
NFLX |
| Current Price |
$78.19 |
$91.02 |
| Fair Value Estimate |
$72.12 |
$178.10 |
| Upside to Fair Value |
-7.8%
|
+95.7%
|
| Market Cap |
$336.5B |
$383.3B |
| Forward P/E |
24.6x
|
28.7x
|
| EV / EBITDA |
19.9x
|
11.4x
|
| Price / Sales |
6.8x
|
8.2x
|
| Price / FCF |
26.8x
|
32.2x
|
| Revenue Growth YoY |
+12.1%
|
+16.2%
|
| Gross Margin |
61.7%
|
49.0%
|
| Operating Margin |
29.3%
|
29.7%
|
| Return on Equity |
43.6%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.73%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
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 |
KO |
NFLX |
| Zone Low |
$54.09 |
$133.57 |
| Zone High |
$61.30 |
$151.38 |
| In Buy Zone? |
No
|
Yes
|