NFLX
Netflix, Inc.
NFLX has the edge over YELP overall, supported by stronger fundamentals and stronger modeled upside.
YELP
Yelp Inc.
YELP'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.
YELP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
YELP'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.
YELP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8.3x | $20.26 | — |
| Current | 9.7x | $20.26 | — |
| Cheap | 14x | $29.01 | +43% |
| Fair | 36x | $74.81 | +269% |
| Expensive | 70x | $147 | +627% |
Historical ranges are pointers, not guarantees.
YELP has the edge over NFLX in the historical PE scenario, which offers more potential upside but is not a forecast.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for NFLX, with profitability improving.
YELP Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect YELP's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
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 YELP on earnings, with more consistent year-over-year improvement.
YELP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.43 | +16% |
| Q3 2026 | $2.10 | -5.4% |
| Q2 2026 | $2.08 | -4.1% |
| Q1 2026 | $2.18 | +6.9% |
| Q4 2025 | $2.24 | +19% |
| Q3 2025 | $2.22 | +33% |
| Q2 2025 | $2.17 | +14% |
| Q1 2025 | $2.04 | +30% |
| Q4 2024 | $1.88 | +39% |
YELP earned $2.10 per share over the past year, down 5.4% from 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 YELP 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 YELP on profitability, with a higher operating margin.
YELP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $370.9M | -1.4% |
| Q2 2026 | $375.5M | +1.4% |
| Q1 2026 | $361.5M | +0.8% |
| Q4 2025 | $360M | -0.5% |
| Q3 2025 | $376M | +4.4% |
| Q2 2025 | $370.4M | +3.7% |
| Q1 2025 | $358.5M | +7.7% |
| Q4 2024 | $362M | +5.7% |
YELP's revenue grew through 2024 and has held roughly level since: $371M last quarter, down 1.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -0.9 points |
| Q2 2026 | 12% | -2.7 points |
| Q1 2026 | 7.5% | -0.7 points |
| Q4 2025 | 14% | -1.2 points |
| Q3 2025 | 14% | +1.1 points |
| Q2 2025 | 14% | +3.3 points |
| Q1 2025 | 8.2% | +4.9 points |
| Q4 2024 | 15% | +7.5 points |
YELP's operating margin was 13% last quarter, down 0.9 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 generated $11.4B in free cash flow over the past year, up 27% from the year before.
YELP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $84.5M | -29% |
| Q2 2026 | $61.1M | +36% |
| Q1 2026 | $45.2M | -48% |
| Q4 2025 | $72.3M | +21% |
| Q3 2025 | $118.9M | +29% |
| Q2 2025 | $45M | +50% |
| Q1 2025 | $87.5M | +33% |
| Q4 2024 | $60M | -18% |
YELP's free cash flow has been positive every quarter for seven years: $263M over the past year, down 16% 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.
YELP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -939K shares |
| 1 year | -15% | -9.4M shares |
| 3 years | -26% | -18.8M shares |
| 5 years | -29% | -22.6M shares |
| Available history | -25% | -18.2M shares |
YELP has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $26.1M |
| Q2 2026 | $50M |
| Q1 2026 | $124M |
| Q4 2025 | $87.5M |
| Q3 2025 | $75M |
| Q2 2025 | $66M |
| Q1 2025 | $62.5M |
| Q4 2024 | $62.8M |
YELP spent $288M buying back its own shares over the past year, up 8% 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's net debt is less than a year of its operating earnings (EBITDA).
YELP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -1.0x | Net Cash |
| Q2 2025 | -0.9x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
YELP 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).
YELP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.0 | Neutral |
| Stochastic | 23.7 | Neutral |
YELP's weekly RSI is 42 (neutral) and its Stochastic is 24 (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.
YELP PE vs Communication Services Sector
| Metric | YELP | Sector median | Relative |
|---|---|---|---|
| PE | 9.7x | 16x | 41% below |
| PE % | 3 | 26 | 23 pts below |
YELP 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.
YELP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.2 | 5.5% above |
| 20 week MA | $22.2 | 8.6% below |
| 50 week MA | $24.4 | 17% below |
| 100 week MA | $29.5 | 31% below |
| 200 week MA | $33.6 | 40% below |
YELP 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.
YELP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.9 | $28.0 | -20% |
| 2021 | $28.0 | $37.1 | +33% |
| 2022 | $37.1 | $26.4 | -29% |
| 2023 | $26.4 | $47.3 | +79% |
| 2024 | $47.3 | $38.8 | -18% |
| 2025 | $38.8 | $30.4 | -22% |
| 2026 YTD | $30.4 | $20.3 | -33% |
YELP has the edge over NFLX on returns for 2026, with the stronger performance.