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 2026-07-17.
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E
(23.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
UNH |
| Current Price |
$73.68 |
$423.38 |
| Fair Value Estimate |
$106.84 |
$613.90 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$310.2B |
$384.5B |
| Forward P/E |
23.3x
|
27.2x
|
| EV / EBITDA |
9.2x
|
13.8x
|
| Price / Sales |
6.6x
|
0.8x
|
| Price / FCF |
26.1x
|
19.6x
|
| Revenue Growth YoY |
+16.2%
|
+0.4%
|
| 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 |
3.83%
|
5.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
NFLX |
UNH |
| Zone Low |
$80.13 |
$460.42 |
| Zone High |
$90.81 |
$521.81 |
| In Buy Zone? |
Yes
|
Yes
|