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 2026-06-20.
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$400.96
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
UNH |
| Current Price |
$77.38 |
$400.96 |
| Fair Value Estimate |
$112.20 |
$581.39 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$325.8B |
$364.1B |
| Forward P/E |
24.5x
|
30.2x
|
| EV / EBITDA |
9.7x
|
18.0x
|
| Price / Sales |
7.0x
|
0.8x
|
| Price / FCF |
27.4x
|
18.5x
|
| Revenue Growth YoY |
+16.2%
|
+2.0%
|
| Gross Margin |
49.0%
|
18.8%
|
| Operating Margin |
29.7%
|
4.2%
|
| Return on Equity |
49.2%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.65%
|
5.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
UnitedHealth Group Incorporated operates as a diversified healthcare company with leading positions in healthcare plans through UnitedHealthcare and health services via Optum. The business quality is high due to its durable competitive advantages including scale, integration of Optum and UnitedHealthcare, strong data and distribution infrastructure, and incumbency in Medicare Advantage and care d…
Accumulation Zones
| Metric |
NFLX |
UNH |
| Zone Low |
$84.15 |
$436.04 |
| Zone High |
$95.37 |
$494.18 |
| In Buy Zone? |
Yes
|
Yes
|