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 2026-05-04.
Meta Platforms, Inc. · Communication Services
$671.34
+117.9% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
META has more upside to fair value
(+117.9%).
META trades at a lower forward P/E
(28.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
META |
NFLX |
| Current Price |
$671.34 |
$91.02 |
| Fair Value Estimate |
$1,463.17 |
$178.10 |
| Upside to Fair Value |
+117.9%
|
+95.7%
|
| Market Cap |
$1,698.2B |
$383.3B |
| Forward P/E |
28.0x
|
28.7x
|
| EV / EBITDA |
16.5x
|
11.4x
|
| Price / Sales |
8.4x
|
8.2x
|
| Price / FCF |
36.8x
|
32.2x
|
| Revenue Growth YoY |
+23.8%
|
+16.2%
|
| Gross Margin |
82.0%
|
49.0%
|
| Operating Margin |
41.4%
|
29.7%
|
| Return on Equity |
30.6%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.72%
|
3.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
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 |
META |
NFLX |
| Zone Low |
$1,097.38 |
$133.57 |
| Zone High |
$1,243.69 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|