COMPARE · Reviewed August 3, 2026
NFLX vs NYT
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 75.8, NYT scored 63.2 — NFLX leads.
Compare another set
Different reporting periods. NFLX's fundamentals are as of June 2026, but NYT's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
NFLX
Netflix, Inc.
75.8
$73.03 · $304.1B
fundamentals as of
Score gap
12.6
NFLX leads
NYT
The New York Times Company
63.2
$75.40 · $12.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
NYT
92
Qualityreturns · margins · balance sheet
83
90
Growthrevenue & earnings expansion
82
52
Valuevaluation vs sector peers
37
NFLX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
NFLX
NYT
$11.2bA-
FCF
$542mC+
+16.0%B+
Rev
+10.4%B
0.55B
D/E
0.02A
23.0xB
P/E
32.4xC+
1.61C+
PEG
3.79D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
NYT
141% above
Price vs fair valuelower is cheaper
19% above
~29%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-60%
1-yr DCF upside
-25%
-59%
5-yr DCF upside
-16%
-56%
10-yr DCF upside
-1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NFLX
Why this score
- Durable high returns
NYT
Why this score
- Raising its dividend
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $304.1b. Down 42% 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 $94.33 (implying +29% 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. $304.1b 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 42% 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.
NYTThe New York Times Company
Why now
Publishing · market cap $12.2b. 13% off the 52-week high of $87.10. Revenue growing +10%, comfortably above the S&P median. 9 sell-side analysts publish a mean 1-yr target of $83.44 (implying +11% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 142% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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.