NFLX vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
NVDA |
| Current Price |
$76.41 |
$225.07 |
| Fair Value Estimate |
$110.00 |
$326.35 |
| Upside to Fair Value |
+44.0%
|
+45.0%
|
| Market Cap |
$318.2B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
23.4x
|
| Price / Sales |
6.6x
|
18.0x
|
| Price / FCF |
29.1x
|
42.9x
|
| Revenue Growth YoY |
+13.4%
|
+105.9%
|
| Gross Margin |
49.1%
|
74.7%
|
| Operating Margin |
29.7%
|
65.2%
|
| Return on Equity |
48.0%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
3.44%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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, o…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
NFLX |
NVDA |
| Zone Low |
$82.50 |
$244.76 |
| Zone High |
$93.50 |
$277.40 |
| In Buy Zone? |
Yes
|
Yes
|