NFLX vs VRT: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$305.14
-19.1% upside to fair value
Grade D
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
VRT |
| Current Price |
$91.02 |
$305.14 |
| Fair Value Estimate |
$178.10 |
$246.77 |
| Upside to Fair Value |
+95.7%
|
-19.1%
|
| Market Cap |
$383.3B |
$116.8B |
| Forward P/E |
28.7x
|
75.0x
|
| EV / EBITDA |
11.4x
|
50.1x
|
| Price / Sales |
8.2x
|
10.8x
|
| Price / FCF |
32.2x
|
50.5x
|
| Revenue Growth YoY |
+16.2%
|
+30.1%
|
| Gross Margin |
49.0%
|
36.2%
|
| Operating Margin |
29.7%
|
18.5%
|
| Return on Equity |
49.2%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
1.98%
|
| 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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
NFLX |
VRT |
| Zone Low |
$133.57 |
$185.08 |
| Zone High |
$151.38 |
$209.75 |
| In Buy Zone? |
Yes
|
No
|