NFLX vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Tesla, Inc. — 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
Tesla, Inc. · Consumer Cyclical
$372.11
+45.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
TSLA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
TSLA |
| Current Price |
$76.41 |
$372.11 |
| Fair Value Estimate |
$110.00 |
$539.56 |
| Upside to Fair Value |
+44.0%
|
+45.0%
|
| Market Cap |
$318.2B |
$1,469.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
121.7x
|
| Price / Sales |
6.6x
|
14.2x
|
| Price / FCF |
29.1x
|
209.1x
|
| Revenue Growth YoY |
+13.4%
|
+25.5%
|
| Gross Margin |
49.1%
|
18.9%
|
| Operating Margin |
29.7%
|
4.2%
|
| Return on Equity |
48.0%
|
4.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
0.48%
|
| 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…
Tesla, Inc. designs, manufactures and sells electric vehicles and energy generation and storage systems, operating through Automotive and Energy Generation and Storage segments with 134,785 full-time employees and a market capitalization of $1,469.67 billion at a share price of $372.11. The business quality is mixed: revenue grew 25.5% year over year in the most recent quarter, but earnings fell …
Accumulation Zones
| Metric |
NFLX |
TSLA |
| Zone Low |
$82.50 |
$404.67 |
| Zone High |
$93.50 |
$458.63 |
| In Buy Zone? |
Yes
|
Yes
|