NFLX vs UNH: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
UNH |
| Current Price |
$76.41 |
$375.21 |
| Fair Value Estimate |
$110.00 |
$481.06 |
| Upside to Fair Value |
+44.0%
|
+28.2%
|
| Market Cap |
$318.2B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
15.0x
|
| Price / Sales |
6.6x
|
0.8x
|
| Price / FCF |
29.1x
|
14.4x
|
| Revenue Growth YoY |
+13.4%
|
+0.4%
|
| Gross Margin |
49.1%
|
22.5%
|
| Operating Margin |
29.7%
|
4.8%
|
| Return on Equity |
48.0%
|
14.6%
|
| Dividend Yield |
0% |
2.41% |
| FCF Yield |
3.44%
|
6.95%
|
| 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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
NFLX |
UNH |
| Zone Low |
$82.50 |
$360.80 |
| Zone High |
$93.50 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|