Where Does Netflix Stock Rank Among Competitors?
Netflix‘s stock delivered moderate 12-month returns. But how does it measure up against diverse media and tech peers? A closer look reveals NFLX leads in revenue growth and boasts robust operating and free cash flow margins. However, its elevated P/E ratio suggests a fuller valuation, with potential upside challenged by fierce competition from diversified players like Amazon and Apple as content streaming evolves.
- NFLX’s 29.1% operating margin reflects efficient content spend & ad-tier profitability, though it is below AAPL’s 31.9% from high-margin hardware/services.
- NFLX’s 15.4% LTM revenue growth, exceeding peers, reflects strong ad-tier adoption, paid sharing, and price hikes, boosting monetization.
- NFLX’s 2.6% stock gain and 37.0 PE reflect growth expectations from ad-tier/earnings, while WBD, AMZN, AAPL saw stronger returns from diverse drivers.
Here’s how Netflix stacks up across size, valuation, and profitability versus key peers.
| NFLX | DIS | WBD | AMZN | CMCSA | AAPL | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 386.2 | 201.1 | 70.7 | 2,409.3 | 109.9 | 4,038.8 |
| Revenue ($ Bil) | 43.4 | 94.4 | 37.9 | 670.0 | 124.2 | 408.6 |
| PE Ratio | 37.0 | 16.2 | 145.7 | 34.1 | 4.8 | 40.7 |
| LTM Revenue Growth | 15.4% | 3.4% | -4.3% | 10.9% | 2.5% | 6.0% |
| LTM Operating Margin | 29.1% | 14.6% | 3.7% | 11.4% | 18.1% | 31.9% |
| LTM FCF Margin | 20.7% | 10.7% | 10.9% | 2.0% | 13.4% | 23.5% |
| 12M Market Return | 2.6% | 2.0% | 167.4% | 2.9% | -18.1% | 11.6% |
For more details on Netflix, read Buy or Sell NFLX Stock. Below we compare NFLX’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NFLX | 15.4% | – | 15.6% | 6.7% | 6.5% |
| DIS | 3.4% | 3.4% | 2.8% | 7.5% | |
| WBD | -4.3% | – | -4.8% | 22.2% | 177.4% |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| CMCSA | 2.5% | – | 1.8% | 0.1% | 4.3% |
| AAPL | 6.0% | – | 2.0% | -2.8% | 7.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NFLX | 29.1% | – | 26.7% | 20.6% | 17.8% |
| DIS | 14.6% | 14.6% | 13.0% | 10.1% | |
| WBD | 3.7% | – | 0.0% | -2.1% | -10.3% |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| CMCSA | 18.1% | – | 18.8% | 19.2% | 18.6% |
| AAPL | 31.9% | – | 31.5% | 29.8% | 30.3% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NFLX | 37.0 | – | 439.5 | 397.5 | 291.9 |
| DIS | 16.2 | 16.2 | 33.1 | 67.5 | |
| WBD | 145.7 | – | -2.3 | -8.9 | -2.5 |
| AMZN | 34.1 | – | 38.8 | 51.5 | -314.4 |
| CMCSA | 4.8 | – | 9.0 | 11.7 | 28.7 |
| AAPL | 40.7 | – | 41.0 | 31.3 | 21.1 |
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