COMPARE · Reviewed July 21, 2026
NFLX vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 79.0, TTD scored 85.1 — TTD leads.
Compare another set
NFLX
Netflix, Inc.
79
$67.60 · $281.5B
Score gap
6.1
TTD leads
TTD
The Trade Desk, Inc.
85.1
$18.64 · $8.8B
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
TTD
92
Qualityreturns · margins · balance sheet
87
91
Growthrevenue & earnings expansion
93
59
Valuevaluation vs sector peers
76
TTD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
TTD
$11.2bA-
FCF
$842mC+
+16.0%B+
Rev
+15.5%B+
0.55B
D/E
0.17A-
21.7xB
P/E
21.2xB
1.35B
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
TTD
119% above
Price vs fair valuelower is cheaper
45% below
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
-57%
1-yr DCF upside
+54%
-54%
5-yr DCF upside
+82%
-51%
10-yr DCF upside
+131%
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
TTD
No notable signals flagged.
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $281.5b. Down 47% from 52-week high of $126.71 — 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 $97.70 (implying +45% 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. $281.5b 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 47% 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.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $8.8b. Down 80% from 52-week high of $91.45 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $24.32 (implying +30% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 195% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 80% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
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.