NFLX
Netflix, Inc.
NFLX has the edge over SCHL overall, supported by stronger modeled upside and stronger valuation.
SCHL
Scholastic Corporation
SCHL'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.
SCHL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Under pressure | |
| Strong |
SCHL's profitability and balance sheet are currently healthy, and its revenue is stable, but its cash flow is under pressure.
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 SCHL in the historical PE scenario, which offers more potential upside but is not a forecast.
SCHL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $26.91 | -27% |
| Forward | 21x | $36.74 | — |
| Fair | 25x | $35.42 | -3.6% |
| Current | 26x | $36.74 | — |
| Expensive | 50x | $69.78 | +90% |
Historical ranges are pointers, not guarantees.
SCHL's PE is in its fair range at 26x. If earnings grow as analysts expect, today's price would be 21x 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.
SCHL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SCHL's earnings to grow and its profitability to improve, with its revenue 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 SCHL on earnings, with more consistent year-over-year improvement.
SCHL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.79 | +28% |
| Q3 2026 | $1.40 | +$2.09 |
| Q2 2026 | $2.34 | +$2.41 |
| Q1 2026 | $2.45 | +322% |
| Q4 2025 | -$0.23 | -$0.03 |
| Q3 2025 | -$0.69 | -228% |
| Q2 2025 | -$0.07 | -118% |
| Q1 2025 | $0.58 | -60% |
| Q4 2024 | -$0.20 | -111% |
SCHL has returned to profit: it earned $1.40 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 SCHL 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 SCHL on profitability, with a higher operating margin.
SCHL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $216.8M | -3.9% |
| Q2 2026 | $476.1M | -6.3% |
| Q1 2026 | $329.1M | -1.9% |
| Q4 2025 | $551.1M | +1.2% |
| Q3 2025 | $225.6M | -4.9% |
| Q2 2025 | $508.3M | +7% |
| Q1 2025 | $335.4M | +3.6% |
| Q4 2024 | $544.6M | -3.2% |
SCHL's revenue fell from its 2019 peak and has held roughly level since: $217M last quarter, down 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -43% | -1.7 points |
| Q2 2026 | 11% | +0.3 points |
| Q1 2026 | -8.2% | -1 points |
| Q4 2025 | 15% | +1.3 points |
| Q3 2025 | -41% | -3.6 points |
| Q2 2025 | 11% | +0.6 points |
| Q1 2025 | -7.1% | +3.6 points |
| Q4 2024 | 14% | -4.3 points |
SCHL's operating margin was −43% last quarter, down 1.7 points from the same quarter a year ago, near the bottom 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 has the edge over SCHL on cash generation, producing positive trailing cash flow while its opponent burns cash.
SCHL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$108.7M | -$16.9M |
| Q2 2026 | $75M | -21% |
| Q1 2026 | -$43.9M | -$22.9M |
| Q4 2025 | $63.2M | +4.8% |
| Q3 2025 | -$91.8M | -$29.9M |
| Q2 2025 | $94.6M | +71% |
| Q1 2025 | -$21M | -$19.4M |
| Q4 2024 | $60.3M | -36% |
SCHL's free cash flow was −$14M over the past year, against $42M 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.
SCHL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -22% | -5.3M shares |
| 1 year | -25% | -6.3M shares |
| 3 years | -40% | -12.7M shares |
| 5 years | -45% | -15.5M shares |
| Available history | -46% | -16.2M shares |
SCHL has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25.3M |
| Q2 2026 | $138.7M |
| Q1 2026 | $127.2M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $30M |
| Q1 2025 | $30M |
| Q4 2024 | $5M |
SCHL spent $291M buying back its own shares over the past year, about four 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 has the edge over SCHL on leverage, with a lower net debt burden relative to earnings.
SCHL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.0x | Very low |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.3x | Net Cash |
| Q4 2025 | 2.0x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 1.6x | Healthy |
| Q1 2025 | 2.5x | Moderate |
| Q4 2024 | 1.9x | Healthy |
SCHL's net debt is about a year of its operating earnings (EBITDA), down from 2.9 years 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).
SCHL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.0 | Neutral |
| Stochastic | 57.5 | Neutral |
SCHL's weekly RSI is 46 (neutral) and its Stochastic is 57 (neutral).
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 SCHL on valuation relative to its sector.
SCHL PE vs Communication Services Sector
| Metric | SCHL | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 16x | 59% above |
| PE % | 53 | 26 | 27 pts above |
SCHL is trading at 26x earnings, a 59% 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.
SCHL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $37.1 | 0.9% below |
| 20 week MA | $39.4 | 6.7% below |
| 50 week MA | $37.7 | 2.6% below |
| 100 week MA | $30.1 | 22% above |
| 200 week MA | $33.4 | 10% above |
SCHL 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.
SCHL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $38.5 | $24.5 | -36% |
| 2021 | $24.5 | $40.4 | +65% |
| 2022 | $40.4 | $39.6 | -2% |
| 2023 | $39.6 | $37.7 | -4.8% |
| 2024 | $37.7 | $21.3 | -44% |
| 2025 | $21.3 | $29.4 | +38% |
| 2026 YTD | $29.4 | $36.7 | +25% |
SCHL has the edge over NFLX on returns for 2026, with the stronger performance.