CABO
Cable One, Inc.
CABO trails on the overall score without a compensating advantage in the available component scores.
NFLX
Netflix, Inc.
NFLX has the edge over CABO overall, supported by lower modeled downside and stronger valuation.
CABO Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Stable | |
| Weak |
CABO's cash flow is currently stable, but its revenue, profitability and balance sheet are under pressure.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
CABO PE Valuation
CABO has no meaningful PE right now: it lost money over the past year.
NFLX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $62.69 | — |
| Current | 18x | $62.69 | — |
| Cheap | 27x | $94.95 | +51% |
| Fair | 47x | $161 | +157% |
| Expensive | 81x | $281 | +348% |
Historical ranges are pointers, not guarantees.
NFLX's PE is in its cheap range at 18x. If earnings grow as analysts expect, today's price would be 17x next year's earnings.
CABO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect CABO's revenue to grow, but its earnings and profitability to decline.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
NFLX has the edge over CABO on the outlook, with more favorable earnings and profitability expectations.
CABO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.36 | — |
| Q3 2026 | -$274.38 | -$194.47 |
| Q2 2026 | -$184.20 | -$97.35 |
| Q1 2026 | -$57.55 | -$54.98 |
| Q4 2025 | -$63.21 | -1943% |
| Q3 2025 | -$79.91 | -310% |
| Q2 2025 | -$86.85 | -333% |
| Q1 2025 | -$2.57 | -106% |
| Q4 2024 | $3.43 | -92% |
CABO lost $274.38 per share over the past year, a bigger loss than the year before.
NFLX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.58 | +3.5% |
| Q3 2026 | $3.46 | +45% |
| Q2 2026 | $3.18 | +35% |
| Q1 2026 | $3.10 | +46% |
| Q4 2025 | $2.53 | +28% |
| Q3 2025 | $2.39 | +35% |
| Q2 2025 | $2.35 | +47% |
| Q1 2025 | $2.12 | +47% |
| Q4 2024 | $1.98 | +65% |
NFLX has the edge over CABO on earnings quality, reporting a profit while its opponent remains loss making.
CABO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $332.2M | -12% |
| Q2 2026 | $348.9M | -8.4% |
| Q1 2026 | $353M | -7.3% |
| Q4 2025 | $363.7M | -6.1% |
| Q3 2025 | $376M | -4.5% |
| Q2 2025 | $381.1M | -3.4% |
| Q1 2025 | $380.6M | -5.9% |
| Q4 2024 | $387.2M | -6% |
CABO's revenue has slid since its 2021 peak: $332M last quarter, down 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -103% | -128 points |
| Q2 2026 | -150% | -22 points |
| Q1 2026 | 25% | -0.6 points |
| Q4 2025 | 25% | -1.1 points |
| Q3 2025 | 25% | -2.8 points |
| Q2 2025 | -128% | -156 points |
| Q1 2025 | 25% | -4.5 points |
| Q4 2024 | 26% | -4.7 points |
CABO's operating margin was −103% last quarter, down 128 points from the same quarter a year ago, near the bottom of its range since 2019.
NFLX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $12.9B | +12% |
| Q2 2026 | $12.6B | +13% |
| Q1 2026 | $12.2B | +16% |
| Q4 2025 | $12.1B | +18% |
| Q3 2025 | $11.5B | +17% |
| Q2 2025 | $11.1B | +16% |
| Q1 2025 | $10.5B | +13% |
| Q4 2024 | $10.2B | +16% |
NFLX has the edge over CABO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 35% | +6.4 points |
| Q2 2026 | 33% | -0.7 points |
| Q1 2026 | 32% | +0.5 points |
| Q4 2025 | 25% | +2.4 points |
| Q3 2025 | 28% | -1.4 points |
| Q2 2025 | 34% | +6.8 points |
| Q1 2025 | 32% | +3.7 points |
| Q4 2024 | 22% | +5.2 points |
NFLX has the edge over CABO on profitability, with a higher operating margin.
CABO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $14.7M | -83% |
| Q2 2026 | $46.9M | -39% |
| Q1 2026 | $49.8M | +10% |
| Q4 2025 | $71.6M | -25% |
| Q3 2025 | $84.8M | -15% |
| Q2 2025 | $76.6M | -8.8% |
| Q1 2025 | $45.2M | -54% |
| Q4 2024 | $95.7M | +165% |
CABO's free cash flow has been positive every quarter for seven years: $183M over the past year, down 39% from the year before.
NFLX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.9B | +8.4% |
| Q2 2026 | $1.5B | -33% |
| Q1 2026 | $5.1B | +91% |
| Q4 2025 | $1.9B | +36% |
| Q3 2025 | $2.7B | +21% |
| Q2 2025 | $2.3B | +87% |
| Q1 2025 | $2.7B | +25% |
| Q4 2024 | $1.4B | -13% |
NFLX has the edge over CABO on cash flow, with more consistent year-over-year improvement.
CABO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +8.9K shares |
| 1 year | -5.9% | -361K shares |
| 3 years | -5.3% | -319K shares |
| 5 years | -12% | -753K shares |
| Available history | -0.8% | -44.2K shares |
CABO has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $16.5M |
| Q2 2023 | $41.4M |
| Q1 2023 | $41.8M |
NFLX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -66.2M shares |
| 1 year | -3.3% | -145M shares |
| 3 years | -6.8% | -305M shares |
| 5 years | -7.8% | -354M shares |
| Available history | -7.1% | -323M shares |
NFLX has 4.2B diluted shares, down 3.3% from a year ago, with $12.9B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.8B |
| Q2 2026 | $4.7B |
| Q1 2026 | $1.3B |
| Q4 2025 | $2.1B |
| Q3 2025 | $1.9B |
| Q2 2025 | $1.7B |
| Q1 2025 | $3.5B |
| Q4 2024 | $963.7M |
NFLX spent $12.9B buying back its own shares over the past year, up 61% from the year before.
CABO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 36.3x | High |
| Q1 2026 | 24.7x | High |
| Q4 2025 | 23.2x | High |
| Q3 2025 | 21.7x | High |
| Q2 2025 | 20.7x | High |
| Q1 2025 | 4.5x | High |
| Q4 2024 | 4.4x | High |
| Q3 2024 | 4.0x | High |
CABO's net debt is more than 20 years of its operating earnings (EBITDA), up from more than 20 years a year ago.
NFLX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.7x | Very low |
| Q4 2024 | 0.7x | Very low |
NFLX has the edge over CABO on leverage, with a lower net debt burden relative to earnings.
CABO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 23.5 | Oversold |
| Stochastic | 1.2 | Oversold |
CABO's weekly RSI is 24 (oversold) and its Stochastic is 1 (oversold).
NFLX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.2 | Neutral |
| Stochastic | 6.0 | Oversold |
NFLX's weekly RSI is 33 (neutral) and its Stochastic is 6 (oversold).
CABO PE vs Communication Services Sector
| Metric | CABO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
CABO has no meaningful PE right now: it lost money over the past year.
NFLX PE vs Communication Services Sector
| Metric | NFLX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 16x | 9.8% above |
| PE % | 4 | 26 | 22 pts below |
NFLX is trading at 18x earnings, in line with the Communication Services sector's median of 16x.
CABO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.85 | 62% below |
| 20 week MA | $22.5 | 87% below |
| 50 week MA | $62.2 | 95% below |
| 100 week MA | $132.6 | 98% below |
| 200 week MA | $329.7 | 99% below |
CABO is in a downtrend: it's below all five of its weekly moving averages, and 99% below its 200-week average.
NFLX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $66.6 | 5.9% below |
| 20 week MA | $71.8 | 13% below |
| 50 week MA | $82.4 | 24% below |
| 100 week MA | $96.0 | 35% below |
| 200 week MA | $74.4 | 16% below |
NFLX is in a downtrend: it's below all five of its weekly moving averages, and 16% below its 200-week average.
CABO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1,497.5 | $2,260.9 | +51% |
| 2021 | $2,260.9 | $1,738.1 | -23% |
| 2022 | $1,738.1 | $697.5 | -60% |
| 2023 | $697.5 | $556.6 | -20% |
| 2024 | $556.6 | $370.6 | -33% |
| 2025 | $370.6 | $116.9 | -68% |
| 2026 YTD | $116.9 | $2.96 | -97% |
CABO has finished five years in a row lower, and it's down 97% so far in 2026.
NFLX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.9 | $51.4 | +56% |
| 2021 | $51.4 | $61.4 | +19% |
| 2022 | $61.4 | $29.5 | -52% |
| 2023 | $29.5 | $48.7 | +65% |
| 2024 | $48.7 | $90.8 | +86% |
| 2025 | $90.8 | $94.5 | +4.1% |
| 2026 YTD | $94.5 | $62.7 | -34% |
NFLX has the edge over CABO on returns for 2026, with the stronger performance.