NFLX vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
ORCL |
| Current Price |
$91.02 |
$175.08 |
| Fair Value Estimate |
$178.10 |
$415.43 |
| Upside to Fair Value |
+95.7%
|
+137.3%
|
| Market Cap |
$383.3B |
$503.5B |
| Forward P/E |
28.7x
|
30.8x
|
| EV / EBITDA |
11.4x
|
21.4x
|
| Price / Sales |
8.2x
|
7.9x
|
| Price / FCF |
32.2x
|
-20.4x
|
| Revenue Growth YoY |
+16.2%
|
+21.7%
|
| Gross Margin |
49.0%
|
66.4%
|
| Operating Margin |
29.7%
|
30.8%
|
| Return on Equity |
49.2%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
NFLX |
ORCL |
| Zone Low |
$133.57 |
$311.57 |
| Zone High |
$151.38 |
$353.12 |
| In Buy Zone? |
Yes
|
Yes
|