Netflix, Inc. - (NFLX) · Analyst Ledger · Stoa

Netflix, Inc.

NFLXNASDAQ

77.40+1.8%

Market cap322.3BAutoFwd P/E20.3Auto52-week range65.08 - 124.86Auto

This range +0.9%

1D 1W 1M 6M 1Y 5Y

Calls are marked from 1W and longer.

Stoa coverage of NFLX

How much of Stoa is on this name, and how its closed calls turned out.

Open calls

Analysts covering

Hit rate · 4 resolved

Publications on this name

See all

CALLLongVideo · Call · Cards

Netflix: the price increase did not cost the subscribers

Willingness to pay was tested directly and the answer was better than the model assumed.

Grace HollowayAUG 21

Free

CALLLongVideo · Call

Netflix: pricing power is showing up without churn

The last price increase produced almost no measurable churn, which is the cleanest evidence of pricing power this business has ever produced.

Resolved history

What the market did with every call that has closed.

Analyst	Direction	Entry → resolved	Return	Outcome
Grace Holloway	Long	733.9781.72	-88.9%	Miss
Claire Dubois	Long	765.04708.76	-7.4%	Miss
Grace Holloway	Long	765.68709.10	-7.4%	Miss

Fundamentals

Pulled automatically, never an analyst's estimate.

P/E Auto

23.9

Market cap Auto

322.3B

Revenue Auto

48.4B

Profit margin Auto

28.2%

EPS Auto

3.24

Peers

The rest of the sector.

GOOGL

Alphabet Inc.

358.89––

6 publications