NFLX vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
QCOM |
| Current Price |
$91.02 |
$134.47 |
| Fair Value Estimate |
$178.10 |
$239.00 |
| Upside to Fair Value |
+95.7%
|
+77.7%
|
| Market Cap |
$383.3B |
$143.6B |
| Forward P/E |
28.7x
|
26.8x
|
| EV / EBITDA |
11.4x
|
—
|
| Price / Sales |
8.2x
|
3.2x
|
| Price / FCF |
32.2x
|
11.1x
|
| Revenue Growth YoY |
+16.2%
|
+8.7%
|
| Gross Margin |
49.0%
|
55.1%
|
| Operating Margin |
29.7%
|
27.1%
|
| Return on Equity |
49.2%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.1%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
NFLX |
QCOM |
| Zone Low |
$133.57 |
$179.00 |
| Zone High |
$151.38 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|