NFLX
Netflix, Inc.
NFLX has the edge over SIFY overall, supported by stronger valuation and stronger modeled upside.
SIFY
Sify Technologies Limited
SIFY trails on the overall score without a compensating advantage in the available component scores.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
SIFY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Stable | |
| Strong |
SIFY's revenue and balance sheet are currently healthy, and its profitability and cash flow are 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.
SIFY PE Valuation
SIFY has no meaningful PE right now: it lost money over the past year.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
NFLX has the edge over SIFY on the outlook, with more favorable profitability expectations.
SIFY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for SIFY, but weaker profitability.
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 SIFY on earnings quality, reporting a profit while its opponent remains loss making.
SIFY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.13 | +$0.04 |
| Q1 2026 | -$0.20 | -$0.08 |
| Q4 2025 | -$0.23 | -$0.19 |
| Q3 2025 | -$0.22 | -2300% |
| Q2 2025 | -$0.17 | -$0.15 |
| Q1 2025 | -$0.12 | -$0.12 |
| Q4 2024 | -$0.04 | -300% |
SIFY lost $0.13 per share over the past year, a smaller loss than 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 SIFY 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 SIFY on profitability, with a higher operating margin.
SIFY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $132.6M | +16% |
| Q1 2026 | $130.3M | +26% |
| Q4 2025 | $123.7M | +11% |
| Q3 2025 | $112.4M | +2.5% |
| Q2 2025 | $114.4M | +14% |
| Q1 2025 | $103.5M | +0.6% |
| Q4 2024 | $111.9M | +21% |
| Q3 2024 | $109.6M | +17% |
SIFY's revenue has grown year over year for 10 quarters in a row: $133M last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 8.7% | +3.7 points |
| Q1 2026 | 8.1% | +4.2 points |
| Q4 2025 | 5.8% | +0.7 points |
| Q3 2025 | 6.7% | -0.9 points |
| Q2 2025 | 5% | -1 points |
| Q1 2025 | 3.8% | -3.3 points |
| Q4 2024 | 5.1% | -0.5 points |
| Q3 2024 | 7.6% | +2.1 points |
SIFY's operating margin was 8.7% last quarter, up 3.7 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 SIFY on cash flow, with more consistent year-over-year improvement.
SIFY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | -100% |
| Q3 2024 | $0 | $0 |
SIFY's free cash flow has been positive every quarter for six years: $0 over the past year, against $0 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 the edge over SIFY 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.
SIFY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -338 shares |
| 1 year | +0.1% | +84.2K shares |
| 3 years | +14% | +8.7M shares |
SIFY has 72M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
SIFY hasn't bought back shares in the past year.
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).
SIFY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | 4.6x | High |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | 4.1x | High |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | 4.3x | High |
| Q4 2024 | -0.9x | Net Cash |
| Q3 2024 | 4.3x | High |
SIFY 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).
SIFY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.1 | Neutral |
| Stochastic | 33.9 | Neutral |
SIFY's weekly RSI is 45 (neutral) and its Stochastic is 34 (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 is trading at 18x earnings, in line with the Communication Services sector's median of 16x.
SIFY PE vs Communication Services Sector
SIFY has no meaningful PE right now: it lost money over the past year.
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.
SIFY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.6 | 2.5% above |
| 20 week MA | $13.9 | 6.6% below |
| 50 week MA | $14.2 | 8.8% below |
| 100 week MA | $10.4 | 24% above |
| 200 week MA | $9.02 | 43% above |
SIFY 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.
SIFY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.56 | $6.54 | -13% |
| 2021 | $6.54 | $18.0 | +175% |
| 2022 | $18.0 | $6.72 | -63% |
| 2023 | $6.72 | $11.2 | +66% |
| 2024 | $11.2 | $3.16 | -72% |
| 2025 | $3.16 | $12.5 | +296% |
| 2026 YTD | $12.5 | $12.9 | +3.4% |
SIFY has the edge over NFLX on returns for 2026, with the stronger performance.