NFLX vs V: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
V |
| Current Price |
$91.02 |
$304.36 |
| Fair Value Estimate |
$178.10 |
$419.00 |
| Upside to Fair Value |
+95.7%
|
+37.7%
|
| Market Cap |
$383.3B |
$586.8B |
| Forward P/E |
28.7x
|
23.7x
|
| EV / EBITDA |
11.4x
|
22.3x
|
| Price / Sales |
8.2x
|
14.2x
|
| Price / FCF |
32.2x
|
25.6x
|
| Revenue Growth YoY |
+16.2%
|
+11.3%
|
| Gross Margin |
49.0%
|
81.08%
|
| Operating Margin |
29.7%
|
59.18%
|
| Return on Equity |
49.2%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
3.1%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
NFLX |
V |
| Zone Low |
$133.57 |
$265.00 |
| Zone High |
$151.38 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|