NFLX vs XOM: Which Is the Better Buy?

Side-by-side comparison of Netflix, Inc. and Exxon Mobil Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Netflix, Inc. ยท Communication Services
$91.02
+95.7% upside to fair value
Grade B High Quality
VS
Exxon Mobil Corporation ยท Energy
$154.46
-37.3% upside to fair value
Grade C
QuantHub Verdict
NFLX has more upside to fair value (+95.7%). XOM trades at a lower forward P/E (23.2x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric NFLX XOM
Current Price $91.02 $154.46
Fair Value Estimate $178.10 $96.85
Upside to Fair Value +95.7% -37.3%
Market Cap $383.3B $642.0B
Forward P/E 28.7x 23.2x
EV / EBITDA 11.4x 10.3x
Price / Sales 8.2x 2.0x
Price / FCF 32.2x 27.2x
Revenue Growth YoY +16.2% -1.3%
Gross Margin 49.0% 21.7%
Operating Margin 29.7% 10.5%
Return on Equity 49.2% 11.0%
Dividend Yield 0% 0%
FCF Yield 3.1% 3.68%
Analyst Consensus Strong Buy Buy
Investment Thesis
NFLX โ€” Netflix, Inc.
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 28โ€ฆ
XOM โ€” Exxon Mobil Corporation
Exxon Mobil Corporation operates as a global integrated oil and gas company with significant operations in upstream, energy products, chemical products, and specialty products segments. The company benefits from a highly experienced management team with decades of internal tenure, led by CEO Darren Woods. Despite strong cash flow generation and operational scale, Exxon is currently overvalued, trโ€ฆ
Accumulation Zones
Metric NFLX XOM
Zone Low $133.57 $72.64
Zone High $151.38 $82.32
In Buy Zone? Yes No
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