COMPARE · Reviewed July 9, 2026
NFLX vs OPRA
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 77.6, OPRA scored 75.7 — NFLX leads.
Compare another set
NFLX
Netflix, Inc.
77.6
$75.47 · $317.8B
Score gap
1.9
NFLX leads
OPRA
Opera Limited
75.7
$19.30 · $1.7B
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
OPRA
93
Qualityreturns · margins · balance sheet
72
91
Growthrevenue & earnings expansion
100
55
Valuevaluation vs sector peers
60
OPRA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
OPRA
$11.9bA-
FCF
$112mC
+15.9%B+
Rev
+27.9%A-
0.54B
D/E
0.01A
24.3xB
P/E
15.3xB+
1.49B
PEG
0.55A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
OPRA
135% above
Price vs fair valuelower is cheaper
33% below
-59%
1-yr DCF upside
+15%
-57%
5-yr DCF upside
+49%
-55%
10-yr DCF upside
+118%
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
OPRA
No notable signals flagged.
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $317.8b. Down 41% from 52-week high of $128.96 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 44 sell-side analysts rate this a Buy with a mean 1-yr target of $113.71 (implying +51% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $317.8b 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 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.52 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
OPRAOpera Limited
Why now
Internet Content & Information · market cap $1.7b. 8% off the 52-week high of $21.06. Revenue growing +28% — in hypergrowth territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $26.29 (implying +36% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.