NFLX
Netflix, Inc.
NFLX has the edge over SKM overall, supported by stronger valuation and stronger modeled upside.
SKM
SK Telecom Co.,Ltd
SKM'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.
SKM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Stable |
SKM's profitability is currently healthy, and its revenue, cash flow and balance sheet 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 has the edge over SKM in the historical PE scenario, which offers more potential upside but is not a forecast.
SKM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $12.00 | -65% |
| Fair | 11x | $15.65 | -54% |
| Expensive | 21x | $30.04 | -12% |
| Current | 24x | $34.12 | — |
Historical ranges are pointers, not guarantees.
SKM's PE is 24x, but its earnings don't support one, so it isn't a reliable read right now.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
NFLX has the edge over SKM on the outlook, with more favorable revenue expectations.
SKM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SKM'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 SKM on earnings, with more consistent year-over-year improvement.
SKM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.44 | -24% |
| Q1 2026 | $0.69 | -71% |
| Q4 2025 | $0.76 | -68% |
| Q3 2025 | $1.07 | -51% |
| Q2 2025 | $1.90 | -14% |
| Q1 2025 | $2.39 | +9.6% |
| Q4 2024 | $2.37 | +16% |
| Q3 2024 | $2.17 | +2.4% |
SKM's earnings per share have fallen from their peak: $1.44 over the past year, against $4.77 in late 2021.
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 SKM 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's operating margin was 35% last quarter, up 6.4 points from the same quarter a year ago, near the top of its range since 2019.
SKM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $3.3B | +0.5% |
| Q1 2026 | $3.3B | -1.4% |
| Q4 2025 | $3.2B | -4.1% |
| Q3 2025 | $3B | -12% |
| Q2 2025 | $3.3B | -1.9% |
| Q1 2025 | $3.3B | -0.5% |
| Q4 2024 | $3.4B | -0.3% |
| Q3 2024 | $3.4B | +2.9% |
SKM's revenue has slid since its 2019 peak: $3.3B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 36% | +29 points |
| Q1 2026 | 12% | -0.3 points |
| Q4 2025 | 0.7% | -2.1 points |
| Q3 2025 | 1.2% | -11 points |
| Q2 2025 | 7.8% | -4.4 points |
| Q1 2025 | 13% | +1.6 points |
| Q4 2024 | 2.7% | -3.9 points |
| Q3 2024 | 12% | +0.5 points |
SKM has the edge over NFLX on profitability, with a higher operating margin.
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 SKM on cash flow, with stronger typical year-over-year growth.
SKM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $580M | -28% |
| Q1 2026 | $538.7M | +2.9% |
| Q4 2025 | $257.2M | +3.6% |
| Q3 2025 | -$363.1M | -152% |
| Q2 2025 | $810.6M | +46% |
| Q1 2025 | $523.5M | +32% |
| Q4 2024 | $248.3M | +12% |
| Q3 2024 | $693.6M | +40% |
SKM still generates free cash flow, though less than at its 2020 peak: $1B over 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 SKM 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.
SKM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.9% | +7.2M shares |
| 1 year | -0.2% | -585K shares |
| 3 years | -3.6% | -14.3M shares |
| 5 years | -1.9% | -7.5M shares |
| Available history | -2.4% | -9.5M shares |
SKM has 383M 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 | $198,919 |
| Q3 2024 | — |
SKM 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 has the edge over SKM on leverage, with a lower net debt burden relative to earnings.
SKM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.9x | Healthy |
| Q1 2026 | 2.0x | Healthy |
| Q4 2025 | 2.0x | Healthy |
| Q3 2025 | 1.9x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.5x | Healthy |
| Q3 2024 | 1.5x | Healthy |
SKM's net debt is about 1.9 years of its operating earnings (EBITDA), up from 1.5 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).
SKM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.7 | Neutral |
| Stochastic | 21.7 | Neutral |
SKM's weekly RSI is 51 (neutral) and its Stochastic is 22 (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 SKM on valuation relative to its sector.
SKM PE vs Communication Services Sector
| Metric | SKM | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 16x | 44% above |
| PE % | 87 | 26 | 61 pts above |
SKM is trading at 24x earnings, a 44% premium to the Communication Services sector's median of 16x, though its earnings don't support one.
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.
SKM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $33.2 | 2.8% above |
| 20 week MA | $34.7 | 1.6% below |
| 50 week MA | $32.0 | 6.6% above |
| 100 week MA | $26.8 | 27% above |
| 200 week MA | $24.0 | 42% above |
SKM 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.
SKM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $23.8 | $24.7 | +3.9% |
| 2021 | $24.7 | $29.2 | +18% |
| 2022 | $29.2 | $21.1 | -28% |
| 2023 | $21.1 | $21.4 | +1.4% |
| 2024 | $21.4 | $21.5 | +0.4% |
| 2025 | $21.5 | $20.5 | -4.6% |
| 2026 YTD | $20.5 | $34.1 | +66% |
SKM has the edge over NFLX on returns for 2026, with the stronger performance.