NFLX
Netflix, Inc.
NFLX has the edge over TBLA overall, supported by stronger valuation and lower modeled downside.
TBLA
Taboola.com Ltd.
TBLA'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.
TBLA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
TBLA's profitability, cash flow and balance sheet are currently healthy, and its revenue 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.
TBLA PE Valuation
TBLA 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 TBLA on the outlook, with more favorable revenue expectations.
TBLA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect TBLA'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's earnings per share have climbed steadily: $3.46 over the past year, up 45% from the year before, and higher year over year for 12 quarters in a row.
TBLA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.26 | -32% |
| Q2 2026 | $0.39 | +875% |
| Q1 2026 | $0.37 | +825% |
| Q4 2025 | $0.14 | +$0.15 |
| Q3 2025 | $0.08 | +$0.18 |
| Q2 2025 | $0.04 | +$0.19 |
| Q1 2025 | $0.04 | +$0.27 |
| Q4 2024 | -$0.01 | +$0.23 |
| Q3 2024 | -$0.10 | +$0.09 |
TBLA's earnings per share have climbed steadily: $0.39 over the past year, about 10 times what it earned the year before, and higher year over year for nine quarters in a row.
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 TBLA 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 TBLA on profitability, with a higher operating margin.
TBLA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $462.3M | -6.9% |
| Q2 2026 | $476.8M | +2.4% |
| Q1 2026 | $466.4M | +9.1% |
| Q4 2025 | $522.3M | +6.4% |
| Q3 2025 | $496.8M | +15% |
| Q2 2025 | $465.5M | +8.7% |
| Q1 2025 | $427.5M | +3.3% |
| Q4 2024 | $491M | +17% |
TBLA's revenue has held roughly level: $462M last quarter, down 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +4.5 points |
| Q2 2026 | 1.5% | +1.5 points |
| Q1 2026 | 15% | +16 points |
| Q4 2025 | 8.4% | -1.2 points |
| Q3 2025 | 1.3% | +0.3 points |
| Q2 2025 | 0% | +1.8 points |
| Q1 2025 | -1.5% | +2.9 points |
| Q4 2024 | 9.6% | +7.5 points |
TBLA's operating margin was 5.8% last quarter, up 4.5 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 TBLA on cash flow, with more consistent year-over-year improvement.
TBLA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $20.4M | -56% |
| Q2 2026 | $17.3M | -49% |
| Q1 2026 | $90.3M | +150% |
| Q4 2025 | $46.9M | -9.6% |
| Q3 2025 | $46.3M | +8% |
| Q2 2025 | $34.2M | +24% |
| Q1 2025 | $36.1M | +35% |
| Q4 2024 | $51.9M | +394% |
TBLA generated $175M in free cash flow over the past year, up 3.9% 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.
TBLA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -9.4% | -30M shares |
| 1 year | -16% | -53.2M shares |
| 3 years | -13% | -44.7M shares |
| 5 years | +37% | +77.6M shares |
TBLA has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $30.4M |
| Q2 2026 | $41.5M |
| Q1 2026 | $22.7M |
| Q4 2025 | $186.5M |
| Q3 2025 | $34.6M |
| Q2 2025 | $100.7M |
| Q1 2025 | $49.3M |
| Q4 2024 | $8.8M |
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).
TBLA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
TBLA 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).
TBLA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 27.8 | Oversold |
| Stochastic | 7.5 | Oversold |
TBLA's weekly RSI is 28 (oversold) and its Stochastic is 7 (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 is trading at 18x earnings, in line with the Communication Services sector's median of 16x.
TBLA PE vs Communication Services Sector
| Metric | TBLA | Sector median | Relative |
|---|---|---|---|
| PE | 8.9x | 16x | 46% below |
| PE % | 4 | 30 | 26 pts below |
TBLA has the edge over NFLX on valuation relative to its sector.
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.
TBLA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.08 | 31% below |
| 20 week MA | $3.86 | 45% below |
| 50 week MA | $3.95 | 46% below |
| 100 week MA | $3.69 | 42% below |
| 200 week MA | $3.64 | 41% below |
TBLA is in a downtrend: it's below all five of its weekly moving averages, and 41% 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 has the edge over TBLA on returns for 2026, with the stronger performance.
TBLA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.5 | $8.06 | -23% |
| 2022 | $8.06 | $2.65 | -67% |
| 2023 | $2.65 | $4.33 | +63% |
| 2024 | $4.33 | $3.81 | -12% |
| 2025 | $3.81 | $4.49 | +18% |
| 2026 YTD | $4.49 | $2.13 | -53% |
TBLA has finished lower in three of the last five years. It's down 53% so far in 2026.