CMCM
Cheetah Mobile Inc.
CMCM trails on the overall score without a compensating advantage in the available component scores.
NFLX
Netflix, Inc.
NFLX has the edge over CMCM overall, supported by stronger valuation and stronger modeled upside.
CMCM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
CMCM's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
CMCM PE Valuation
CMCM 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.
CMCM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect CMCM's earnings, revenue and profitability to hold roughly steady.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
NFLX has the edge over CMCM on the outlook, with more favorable earnings and revenue expectations.
CMCM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$76.24 | +$41.87 |
| Q1 2026 | -$59.05 | +$84.04 |
| Q4 2025 | -$63.18 | +$91.17 |
| Q3 2025 | -$109.10 | -$5.40 |
| Q2 2025 | -$118.11 | +$14.85 |
| Q1 2025 | -$143.09 | -$5.32 |
| Q4 2024 | -$154.35 | -$0.83 |
| Q3 2024 | -$103.70 | +$67.16 |
CMCM is still losing money, but far less than before: $76.24 per share over the past year, against $188.19 at its worst in mid-2023.
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 CMCM on earnings quality, reporting a profit while its opponent remains loss making.
CMCM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $39.9M | -9.9% |
| Q1 2026 | $38.9M | 0% |
| Q4 2025 | $46.3M | +30% |
| Q3 2025 | $43.1M | +50% |
| Q2 2025 | $44.3M | +58% |
| Q1 2025 | $38.9M | +36% |
| Q4 2024 | $35.6M | +42% |
| Q3 2024 | $28.8M | +17% |
CMCM's revenue is growing: $40M last quarter, down 9.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -13% | -8.9 points |
| Q1 2026 | -11% | -0.7 points |
| Q4 2025 | -34% | -11 points |
| Q3 2025 | 1.4% | +39 points |
| Q2 2025 | -3.8% | +38 points |
| Q1 2025 | -10% | +32 points |
| Q4 2024 | -23% | +14 points |
| Q3 2024 | -37% | -13 points |
CMCM's operating margin was −13% last quarter, down 8.9 points from the same quarter a year ago.
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's revenue has grown year over year every quarter since late 2020: $12.9B last quarter, up 12% from the same quarter a year ago.
| 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 CMCM on profitability, with a higher operating margin.
CMCM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | -$27.8M | -$27.8M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
CMCM's free cash flow was −$28M over the past year, against $0 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 CMCM on cash generation, producing positive trailing cash flow while its opponent burns cash.
CMCM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +765 shares |
| 1 year | +2.3% | +14.2K shares |
| 3 years | +7% | +40.7K shares |
| 5 years | +8.3% | +47.9K shares |
| Available history | +13% | +71.1K shares |
CMCM has 621,551 diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
CMCM hasn't bought back shares in the past year.
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 the edge over CMCM on shareholder dilution, with a more favorable share count trend.
| 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.
CMCM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -168.5x | Net Cash |
| Q4 2025 | -159.4x | Net Cash |
CMCM has more cash than debt.
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's net debt is less than a year of its operating earnings (EBITDA).
CMCM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.9 | Oversold |
| Stochastic | 18.7 | Oversold |
CMCM's weekly RSI is 30 (oversold) and its Stochastic is 19 (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).
CMCM PE vs Communication Services Sector
CMCM 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.
CMCM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.44 | 7.8% below |
| 20 week MA | $2.83 | 20% below |
| 50 week MA | $4.57 | 51% below |
| 100 week MA | $4.99 | 55% below |
| 200 week MA | $4.01 | 44% below |
CMCM is in a downtrend: it's below all five of its weekly moving averages, and 44% 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.
CMCM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.7 | $9.65 | -45% |
| 2021 | $9.65 | $6.20 | -36% |
| 2022 | $6.20 | $1.91 | -69% |
| 2023 | $1.91 | $2.28 | +19% |
| 2024 | $2.28 | $4.90 | +115% |
| 2025 | $4.90 | $6.34 | +29% |
| 2026 YTD | $6.34 | $2.25 | -65% |
CMCM's yearly returns have swung widely, from +115% in 2024 to −69% in 2022. It's down 65% 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 CMCM on returns for 2026, with the stronger performance.