META vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Meta Platforms, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Meta Platforms, Inc. · Communication Services
$577.22
+33.9% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
META trades at a lower forward P/E
(20.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
META |
NFLX |
| Current Price |
$577.22 |
$77.38 |
| Fair Value Estimate |
$772.86 |
$112.20 |
| Upside to Fair Value |
+33.9%
|
+45.0%
|
| Market Cap |
$1,465.2B |
$325.8B |
| Forward P/E |
20.6x
|
24.5x
|
| EV / EBITDA |
13.5x
|
9.7x
|
| Price / Sales |
6.8x
|
7.0x
|
| Price / FCF |
30.4x
|
27.4x
|
| Revenue Growth YoY |
+33.1%
|
+16.2%
|
| Gross Margin |
81.9%
|
49.0%
|
| Operating Margin |
41.2%
|
29.7%
|
| Return on Equity |
33.2%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.29%
|
3.65%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Meta Platforms, Inc. operates a dominant family of apps generating nearly all its revenue from advertising, supported by a massive user base and strong network effects. The company exhibits high business quality with 33.2% ROE, 33.1% revenue growth in the most recent quarter, and 60.9% earnings growth in the most recent quarter, reflecting robust profitability and growth. Despite these strengths,…
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
| Metric |
META |
NFLX |
| Zone Low |
$579.64 |
$84.15 |
| Zone High |
$656.93 |
$95.37 |
| In Buy Zone? |
Yes
|
Yes
|