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 2026-07-16.
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+45.0%).
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 |
VRT |
| Current Price |
$73.68 |
$333.05 |
| Fair Value Estimate |
$106.84 |
$183.18 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$310.2B |
$127.9B |
| Forward P/E |
23.3x
|
81.8x
|
| EV / EBITDA |
9.2x
|
55.4x
|
| Price / Sales |
6.6x
|
11.8x
|
| Price / FCF |
26.1x
|
55.4x
|
| 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 |
3.83%
|
1.81%
|
| 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…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
NFLX |
VRT |
| Zone Low |
$80.13 |
$137.38 |
| Zone High |
$90.81 |
$155.70 |
| In Buy Zone? |
Yes
|
No
|