NFLX
Netflix, Inc.
NFLX has the edge over TEO overall, supported by stronger valuation and stronger modeled upside.
TEO
Telecom Argentina S.A.
TEO 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.
TEO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
TEO's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 TEO in the historical PE scenario, which offers more potential upside but is not a forecast.
TEO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4.5x | $4.91 | -53% |
| Fair | 8x | $8.85 | -16% |
| Current | 9.6x | $10.53 | — |
| Expensive | 34x | $37.02 | +252% |
Historical ranges are pointers, not guarantees.
TEO's PE is 9.6x, 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 TEO on the outlook, with more favorable earnings and profitability expectations.
TEO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect TEO's revenue to grow, but its earnings and profitability to decline.
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 TEO on earnings, with more consistent year-over-year improvement.
TEO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.10 | +$1.15 |
| Q2 2023 | -$0.57 | -670% |
| Q1 2023 | -$0.57 | -1050% |
| Q4 2022 | -$0.66 | -6700% |
| Q3 2022 | -$0.63 | -$0.62 |
| Q2 2022 | $0.10 | +$0.12 |
| Q1 2022 | $0.06 | +$0.06 |
| Q4 2021 | $0.01 | +$0.02 |
TEO has returned to profit: it earned $1.10 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'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'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.
TEO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.7B | +34% |
| Q1 2026 | $1.5B | +31% |
| Q4 2025 | $1.8B | +111% |
| Q3 2025 | $1.3B | +110% |
| Q2 2025 | $1.2B | +138% |
| Q1 2025 | $1.2B | +69% |
| Q4 2024 | $831.9M | +25% |
| Q3 2024 | $636.3M | -4.6% |
TEO's revenue has grown year over year for seven quarters in a row: $1.7B last quarter, up 34% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 36% | +6.6 points |
| Q1 2026 | 35% | +5.1 points |
| Q4 2025 | -32% | -29 points |
| Q3 2025 | 31% | +35 points |
| Q2 2025 | 29% | +33 points |
| Q1 2025 | 30% | +34 points |
| Q4 2024 | -3.1% | +4.1 points |
| Q3 2024 | -3.7% | +1.8 points |
TEO 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 generated $11.4B in free cash flow over the past year, up 27% from the year before.
TEO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $203.2M | +66% |
| Q1 2026 | $193.8M | +169% |
| Q4 2025 | $152.9M | +36% |
| Q3 2025 | $142.3M | +75% |
| Q2 2025 | $122.6M | +341% |
| Q1 2025 | $71.9M | -27% |
| Q4 2024 | $112.7M | +81460% |
| Q3 2024 | $81.5M | -48% |
TEO has the edge over NFLX on cash flow, with stronger typical year-over-year growth.
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 TEO 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.
TEO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -6K shares |
| 1 year | 0% | -- |
| 3 years | 0% | -- |
| 5 years | 0% | -2 shares |
| Available history | 0% | +41K shares |
TEO has 431M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $297,680 |
| Q3 2025 | $11M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $15M |
| Q3 2024 | $14M |
TEO spent $11M buying back its own shares over the past year, down 61% from 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 TEO on leverage, with a lower net debt burden relative to earnings.
TEO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.6x | Healthy |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 2.0x | Moderate |
| Q4 2024 | 0.9x | Very low |
| Q3 2024 | 1.2x | Healthy |
TEO's net debt is about 1.4 years of its operating earnings (EBITDA), down from 2.1 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).
TEO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.9 | Neutral |
| Stochastic | 8.9 | Oversold |
TEO's weekly RSI is 40 (neutral) and its Stochastic is 9 (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.
TEO PE vs Communication Services Sector
| Metric | TEO | Sector median | Relative |
|---|---|---|---|
| PE | 9.6x | 16x | 42% below |
| PE % | 51 | 26 | 25 pts above |
TEO 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.
TEO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.7 | 10% below |
| 20 week MA | $12.7 | 17% below |
| 50 week MA | $12.3 | 15% below |
| 100 week MA | $11.3 | 6.8% below |
| 200 week MA | $9.16 | 15% above |
TEO 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.
TEO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.6 | $6.67 | -43% |
| 2021 | $6.67 | $5.15 | -23% |
| 2022 | $5.15 | $4.90 | -4.9% |
| 2023 | $4.90 | $7.15 | +46% |
| 2024 | $7.15 | $13.4 | +87% |
| 2025 | $13.4 | $11.4 | -15% |
| 2026 YTD | $11.4 | $10.5 | -7.6% |
TEO has the edge over NFLX on returns for 2026, with the stronger performance.