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 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+97.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+97.1%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
UNH |
| Current Price |
$91.02 |
$353.52 |
| Fair Value Estimate |
$178.10 |
$696.88 |
| Upside to Fair Value |
+95.7%
|
+97.1%
|
| Market Cap |
$383.3B |
$320.9B |
| Forward P/E |
28.7x
|
26.7x
|
| EV / EBITDA |
11.4x
|
16.1x
|
| Price / Sales |
8.2x
|
0.7x
|
| Price / FCF |
32.2x
|
16.3x
|
| 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 |
3.1%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
NFLX |
UNH |
| Zone Low |
$133.57 |
$522.66 |
| Zone High |
$151.38 |
$592.35 |
| In Buy Zone? |
Yes
|
Yes
|