COMPARE · Data as of August 21, 2026
MSGE vs NFLX
Verdict: Side-by-side breakdown using the Bull Rankings model. MSGE scored 72.0, NFLX scored 73.6 — NFLX leads.
Compare another set
MSGE
Madison Square Garden Entertainment Corp.
72
$79.83 · $3.8B
fundamentals as of
Score gap
1.6
NFLX 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
- CheapestNFLX25.2x
- Fastest growthNFLX+16.0%
- Highest qualityNFLX93 / 100
- Largest discount to fair valueMSGE-66%
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)
MSGE
stronger →← stronger
NFLX
85
Qualityreturns · margins · balance sheet
93
79
Growthrevenue & earnings expansion
88
60
Valuevaluation vs sector peers
49
NFLX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MSGE
NFLX
$313mC
FCF
$11.2bA-
+12.5%B+
Rev
+16.0%B+
—
D/E
0.55B
57.8xC
P/E
25.2xC+
0.36A
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
MSGE
NFLX
66% below
Price vs fair valuelower is cheaper
164% above
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~31%/yr
+124%
1-yr DCF upside
-64%
+198%
5-yr DCF upside
-62%
+359%
10-yr DCF upside
-60%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MSGE
Why this score
- Short track record
NFLX
Why this score
- Durable high returns
The companies
MSGEMadison Square Garden Entertainment Corp.
Why now
Entertainment · market cap $3.8b. 12% off the 52-week high of $90.41. Revenue growing +13%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $91.63 (implying +15% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 57.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
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
NFLX leads MSGE by 1.6 points (73.6 to 72.0), its sharpest advantage coming in FCF (grade A-). A contrarian could still prefer MSGE, which trades about 66% below our DCF fair value — a margin of safety the score doesn't reward.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 MSGE and NFLX diverge
On the headline score the gap is 1.6 points in favor of NFLX. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueMSGE 59.5 · NFLX 49.0MSGE +10.5
- GrowthMSGE 79.0 · NFLX 87.7NFLX +8.7
- QualityMSGE 84.6 · NFLX 92.6NFLX +8.0
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.