NFLX
Netflix, Inc.
NFLX has the edge over PINS overall, supported by stronger valuation and stronger modeled upside.
PINS
Pinterest, Inc.
PINS'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.
PINS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Strong | |
| Strong |
PINS's revenue, cash flow and balance sheet are currently healthy, and its profitability 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 has the edge over PINS in the historical PE scenario, which offers more potential upside but is not a forecast.
PINS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8.9x | $19.12 | — |
| Cheap | 13x | $3.16 | -83% |
| Fair | 56x | $14.03 | -27% |
| Current | 76x | $19.12 | — |
| Expensive | 188x | $47.08 | +146% |
Historical ranges are pointers, not guarantees.
PINS's PE is in its fair range at 76x. If earnings grow as analysts expect, today's price would be 8.9x next year's earnings, in its cheap range.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for NFLX, with profitability improving.
PINS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Low |
PINS has the edge over NFLX on the outlook, with more favorable valuation expectations.
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 PINS on earnings, with more consistent year-over-year improvement.
PINS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.14 | +757% |
| Q3 2026 | $0.25 | -91% |
| Q2 2026 | $0.34 | -88% |
| Q1 2026 | $0.48 | -82% |
| Q4 2025 | $0.61 | -77% |
| Q3 2025 | $2.86 | +823% |
| Q2 2025 | $2.77 | +889% |
| Q1 2025 | $2.72 | +1136% |
| Q4 2024 | $2.67 | +$2.72 |
PINS's earnings per share have fallen from their peak: $0.25 over the past year, against $2.86 in late 2025.
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 PINS on profitability, with a higher operating margin.
PINS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +12% |
| Q2 2026 | $1.2B | +18% |
| Q1 2026 | $1B | +18% |
| Q4 2025 | $1.3B | +14% |
| Q3 2025 | $1B | +17% |
| Q2 2025 | $998.2M | +17% |
| Q1 2025 | $855M | +16% |
| Q4 2024 | $1.2B | +18% |
PINS has the edge over NFLX on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.6% | -3 points |
| Q2 2026 | -4.7% | -4.3 points |
| Q1 2026 | -8% | -3.8 points |
| Q4 2025 | 23% | +0.2 points |
| Q3 2025 | 5.6% | +6.2 points |
| Q2 2025 | -0.4% | +2.1 points |
| Q1 2025 | -4.2% | +3.2 points |
| Q4 2024 | 23% | +2.7 points |
PINS's operating margin was 2.6% last quarter, down 3 points from the same quarter a year ago.
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 PINS on cash flow, with more consistent year-over-year improvement.
PINS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $300.3M | -5.7% |
| Q2 2026 | $269.9M | +37% |
| Q1 2026 | $311.7M | -13% |
| Q4 2025 | $380.4M | +52% |
| Q3 2025 | $318.4M | +30% |
| Q2 2025 | $196.7M | +94% |
| Q1 2025 | $356.4M | +3.6% |
| Q4 2024 | $250.2M | -1.5% |
PINS generated $1.3B in free cash flow over the past year, up 13% from the year before.
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.
PINS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.5% | +19.7M shares |
| 1 year | -16% | -112M shares |
| 3 years | -15% | -104M shares |
| 5 years | -16% | -109M shares |
| Available history | +1.1% | +6.3M shares |
PINS has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $78.6M |
| Q1 2026 | $1.9B |
| Q4 2025 | $502M |
| Q3 2025 | $197.4M |
| Q2 2025 | $52.6M |
| Q1 2025 | $175M |
| Q4 2024 | $100.2M |
PINS spent $2.5B buying back its own shares over the past year, about five times what it spent 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's net debt is less than a year of its operating earnings (EBITDA).
PINS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.8x | Net Cash |
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -1.3x | Net Cash |
| Q4 2025 | -2.8x | Net Cash |
| Q3 2025 | -3.7x | Net Cash |
| Q2 2025 | -5.1x | Net Cash |
| Q1 2025 | -5.7x | Net Cash |
| Q4 2024 | -5.7x | Net Cash |
PINS has the edge over NFLX on leverage, with a lower net debt burden relative to earnings.
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).
PINS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.5 | Neutral |
| Stochastic | 17.7 | Oversold |
PINS's weekly RSI is 42 (neutral) and its Stochastic is 18 (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 PINS on valuation relative to its sector.
PINS PE vs Communication Services Sector
| Metric | PINS | Sector median | Relative |
|---|---|---|---|
| PE | 76x | 16x | 364% above |
| PE % | 64 | 26 | 38 pts above |
PINS is trading at 76x earnings, a 364% 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.
PINS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $20.2 | 5.1% below |
| 20 week MA | $21.4 | 11% below |
| 50 week MA | $21.3 | 10% below |
| 100 week MA | $26.9 | 29% below |
| 200 week MA | $29.2 | 34% below |
PINS is in a downtrend: it's below all five of its weekly moving averages, and 34% below its 200-week average.
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.
PINS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.5 | $71.0 | +284% |
| 2021 | $71.0 | $37.4 | -47% |
| 2022 | $37.4 | $24.5 | -34% |
| 2023 | $24.5 | $37.0 | +51% |
| 2024 | $37.0 | $29.6 | -20% |
| 2025 | $29.6 | $26.1 | -12% |
| 2026 YTD | $26.1 | $19.1 | -27% |
PINS has the edge over NFLX on returns for 2026, with the stronger performance.