COMPARE · Reviewed July 7, 2026
NFLX vs PINS
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 77.2, PINS scored 72.1 — NFLX ahead by 5.1.
Compare another pair
NFLX
Netflix, Inc.
77.2
$76.18 · $320.8B
Score gap
5.1
NFLX leads
PINS
Pinterest, Inc.
72.1
$22.42 · $12.6B
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
PINS
93
Qualityreturns · margins · balance sheet
66
91
Growthrevenue & earnings expansion
93
54
Valuevaluation vs sector peers
61
PINS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
PINS
$11.9bA-
FCF
$1.2bC+
+15.9%B+
Rev
+15.8%B+
0.54B
D/E
0.42B+
24.6xB
P/E
46.7xC
1.53C+
PEG
0.36A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
PINS
135% above
Price vs fair valuelower is cheaper
53% below
-60%
1-yr DCF upside
+77%
-57%
5-yr DCF upside
+114%
-54%
10-yr DCF upside
+182%
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
PINS
No notable signals flagged.
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $320.8b. Down 41% from 52-week high of $129.32 — 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 $113.94 (implying +50% 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. $320.8b 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.
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $12.6b. Down 44% from 52-week high of $39.93 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $27.77 (implying +24% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x 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.