NFLX vs UPS: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
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 |
UPS |
| Current Price |
$76.41 |
$99.02 |
| Fair Value Estimate |
$110.00 |
$119.92 |
| Upside to Fair Value |
+44.0%
|
+21.1%
|
| Market Cap |
$318.2B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
10.2x
|
| Price / Sales |
6.6x
|
0.9x
|
| Price / FCF |
29.1x
|
15.3x
|
| Revenue Growth YoY |
+13.4%
|
+7.6%
|
| Gross Margin |
49.1%
|
16.6%
|
| Operating Margin |
29.7%
|
7.3%
|
| Return on Equity |
48.0%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
3.44%
|
6.52%
|
| 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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
NFLX |
UPS |
| Zone Low |
$82.50 |
$89.94 |
| Zone High |
$93.50 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|