NFLX vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and PayPal Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-17.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
PYPL |
| Current Price |
$76.41 |
$52.71 |
| Fair Value Estimate |
$110.00 |
$57.50 |
| Upside to Fair Value |
+44.0%
|
+9.1%
|
| Market Cap |
$318.2B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
6.8x
|
| Price / Sales |
6.6x
|
1.3x
|
| Price / FCF |
29.1x
|
7.2x
|
| Revenue Growth YoY |
+13.4%
|
+4.8%
|
| Gross Margin |
49.1%
|
45.8%
|
| Operating Margin |
29.7%
|
18.8%
|
| Return on Equity |
48.0%
|
24.4%
|
| Dividend Yield |
0% |
1.06% |
| FCF Yield |
3.44%
|
13.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
NFLX |
PYPL |
| Zone Low |
$82.50 |
$43.12 |
| Zone High |
$93.50 |
$48.88 |
| In Buy Zone? |
Yes
|
No
|