COMPARE · Data as of August 21, 2026
APP vs NFLX
Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 83.3, NFLX scored 73.6 — APP leads.
Compare another set
APP
AppLovin Corporation
83.3
$308.77 · $103.7B
fundamentals as of
Score gap
9.7
APP leads
NFLX
Netflix, Inc.
73.6
$80.14 · $333.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAPP23.7x
- Fastest growthAPP+60.6%
- Strongest balance sheetNFLX0.55
- Highest qualityNFLX93 / 100
- Largest discount to fair valueAPP-2%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
NFLX
90
Qualityreturns · margins · balance sheet
93
96
Growthrevenue & earnings expansion
88
67
Valuevaluation vs sector peers
49
APP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
APP
NFLX
$4.5bB
FCF
$11.2bA-
+60.6%A
Rev
+16.0%B+
1.11C+
D/E
0.55B
23.7xB
P/E
25.2xC+
0.88B+
PEG
1.80C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
NFLX
2% below
Price vs fair valuelower is cheaper
164% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~31%/yr
-22%
1-yr DCF upside
-64%
+2%
5-yr DCF upside
-62%
+53%
10-yr DCF upside
-60%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APP
Why this score
- Durable high returns
NFLX
Why this score
- Durable high returns
The companies
APPAppLovin Corporation
Why now
Advertising Agencies · market cap $103.7b. Down 59% from 52-week high of $745.61 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $528.32 (implying +71% upside).
Moat
Net margin 65% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $103.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 59% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.53 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 15.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
NFLXNetflix, Inc.
Why now
Entertainment · market cap $333.7b. Down 37% from 52-week high of $126.71 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 45 sell-side analysts rate this a Buy with a mean 1-yr target of $93.42 (implying +17% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $333.7b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
The model favors APP (79.8) over NFLX (75.6) primarily due to APP's superior Growth pillar score of 98, reflecting its exceptional +66.4% revenue expansion. However, a contrarian could prefer NFLX for its lower implied growth of 29% priced into its current valuation, offering a potentially lower bar for future performance.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where APP and NFLX diverge
On the headline score the gap is 9.7 points in favor of APP. The widest single difference is Value, where APP leads by 17.7 points.
- ValueAPP 66.7 · NFLX 49.0APP +17.7
- GrowthAPP 96.1 · NFLX 87.7APP +8.4
- QualityAPP 90.3 · NFLX 92.6level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.