COMPARE · Reviewed August 3, 2026
NFLX vs VSNT
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 75.8, VSNT scored 64.7 — NFLX leads.
Compare another set
Different reporting periods. NFLX's fundamentals are as of June 2026, but VSNT's are as of December 2025 — a 6-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
11.1
NFLX leads
VSNT
Versant Media Group, Inc.
64.7
$36.48 · $5.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
VSNT
92
Qualityreturns · margins · balance sheet
76
90
Growthrevenue & earnings expansion
41
52
Valuevaluation vs sector peers
87
NFLX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
VSNT
$11.2bA-
FCF
$1.9bC+
+16.0%B+
Rev
-5.3%D
0.55B
D/E
0.36B+
23.0xB
P/E
6.1xA
1.61C+
PEG
0.60A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
VSNT
141% above
Price vs fair valuelower is cheaper
88% below
~29%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
-60%
1-yr DCF upside
+542%
-59%
5-yr DCF upside
+744%
-56%
10-yr DCF upside
+1161%
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
VSNT
Why this score
- Short track record
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.
VSNTVersant Media Group, Inc.
Why now
Entertainment · market cap $5.2b. Down 38% from 52-week high of $59.00 — deep drawdown territory. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.60 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $44.00 (implying +21% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 199% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.