NFLX
Netflix, Inc.
NFLX has the edge over OOMA overall, supported by stronger valuation and stronger modeled upside.
OOMA
Ooma, Inc.
OOMA's outlook is improving, though it still trails on the overall score.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
OOMA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
OOMA's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
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.
OOMA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $18.39 | — |
| Current | 47x | $18.39 | — |
| Cheap | 54x | $21.02 | +14% |
| Fair | 67x | $26.21 | +43% |
| Expensive | 163x | $63.54 | +246% |
Historical ranges are pointers, not guarantees.
OOMA has the edge over NFLX in the historical PE scenario, which offers more potential upside but is not a forecast.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for NFLX, with profitability improving.
OOMA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for OOMA, with profitability holding steady.
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 OOMA on earnings, with more consistent year-over-year improvement.
OOMA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.41 | +262% |
| Q3 2026 | $0.39 | +$0.46 |
| Q2 2026 | $0.33 | +$0.52 |
| Q1 2026 | $0.23 | +$0.49 |
| Q4 2025 | $0.07 | +$0.44 |
| Q3 2025 | -$0.07 | +$0.12 |
| Q2 2025 | -$0.19 | -$0.09 |
| Q1 2025 | -$0.26 | -$0.23 |
| Q4 2024 | -$0.37 | -629% |
OOMA has returned to profit: it earned $0.39 per share over the past year, after losing money the year before.
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 OOMA on sales, with stronger typical year-over-year growth.
| 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 OOMA on profitability, with a higher operating margin.
OOMA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $83.2M | +25% |
| Q2 2026 | $81.1M | +25% |
| Q1 2026 | $74.6M | +15% |
| Q4 2025 | $67.6M | +3.8% |
| Q3 2025 | $66.4M | +3.5% |
| Q2 2025 | $65M | +4% |
| Q1 2025 | $65.1M | +5.5% |
| Q4 2024 | $65.1M | +8.8% |
OOMA's revenue has grown year over year every quarter since late 2020: $83M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.8% | +3.4 points |
| Q2 2026 | 4.3% | +4.4 points |
| Q1 2026 | 2.8% | +3.3 points |
| Q4 2025 | 1.9% | +5.4 points |
| Q3 2025 | 1.4% | +3.9 points |
| Q2 2025 | -0.1% | +4.3 points |
| Q1 2025 | -0.5% | +3.4 points |
| Q4 2024 | -3.5% | -1.8 points |
OOMA's operating margin was 4.8% last quarter, up 3.4 points from the same quarter a year ago, near the top of its range since 2019.
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 generated $11.4B in free cash flow over the past year, up 27% from the year before.
OOMA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10.8M | +114% |
| Q2 2026 | $4.9M | +99% |
| Q1 2026 | $9.1M | +48% |
| Q4 2025 | $5.4M | -17% |
| Q3 2025 | $5M | -5.5% |
| Q2 2025 | $2.5M | +16% |
| Q1 2025 | $6.1M | +45% |
| Q4 2024 | $6.5M | +1060% |
OOMA has the edge over NFLX on cash flow, with stronger typical year-over-year growth.
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 OOMA 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.
OOMA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.8% | +780K shares |
| 1 year | +2.7% | +752K shares |
| 3 years | +11% | +2.9M shares |
| 5 years | +24% | +5.5M shares |
| Available history | +36% | +7.6M shares |
OOMA has 29M diluted shares, up 2.7% from a year ago, despite $12M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.5M |
| Q2 2026 | $3.3M |
| Q1 2026 | $3.4M |
| Q4 2025 | $2.8M |
| Q3 2025 | $3.2M |
| Q2 2025 | $2.2M |
| Q1 2025 | $2.4M |
| Q4 2024 | $1.2M |
OOMA spent $12M buying back its own shares over the past year, up 33% from the year before.
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 OOMA on leverage, with a lower net debt burden relative to earnings.
OOMA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 2.9x | Moderate |
| Q1 2026 | 4.4x | High |
| Q4 2025 | -3.6x | Net Cash |
| Q3 2025 | -7.9x | Net Cash |
| Q1 2024 | -4.9x | Net Cash |
| Q4 2023 | -0.4x | Net Cash |
| Q3 2023 | -108.9x | Net Cash |
OOMA's net debt is about 1.8 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
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).
OOMA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.4 | Neutral |
| Stochastic | 9.8 | Oversold |
OOMA's weekly RSI is 44 (neutral) and its Stochastic is 10 (oversold).
NFLX PE vs Communication Services Sector
| Metric | NFLX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 16x | 9.8% above |
| PE % | 4 | 26 | 22 pts below |
NFLX has the edge over OOMA on valuation relative to its sector.
OOMA PE vs Communication Services Sector
| Metric | OOMA | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 16x | 186% above |
| PE % | 2 | 26 | 24 pts below |
OOMA is trading at 47x earnings, a 186% premium to the Communication Services sector's median of 16x.
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.
OOMA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.8 | 7.1% below |
| 20 week MA | $20.9 | 12% below |
| 50 week MA | $17.0 | 8.4% above |
| 100 week MA | $14.9 | 24% above |
| 200 week MA | $13.2 | 39% above |
OOMA has the edge over NFLX on trend strength, trading above more of its moving averages.
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 is down 34% so far in 2026, after finishing higher in five of the previous six years.
OOMA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.3 | $14.4 | +8.3% |
| 2021 | $14.4 | $20.3 | +41% |
| 2022 | $20.3 | $13.7 | -33% |
| 2023 | $13.7 | $10.7 | -22% |
| 2024 | $10.7 | $14.3 | +33% |
| 2025 | $14.3 | $11.6 | -19% |
| 2026 YTD | $11.6 | $18.4 | +59% |
OOMA has the edge over NFLX on returns for 2026, with the stronger performance.