Netflix NFLX
Consumer Subscription Consumer Internet FAANG Internet

Netflix trades at 4.7x EV/NTM revenue on a $262.9B enterprise value. Revenue grew 11.8% year over year to $12.87B in the quarter ending September 2026, an annual run rate of $51.5B. Netflix reports a 52.8% gross margin and 15.0-month CAC payback.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
4.7x
Payback Period
15.0
EV / Run Rate
5.1x
Price & Key Metrics
Price Performance
Company Details
Share Price: 62.34
Last Filing Date: 2026-09-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 1997
IPO Year: 2002
% of 52 wk High: 5%
Description
Netflix is an American media-services provider. Its primary business is its subscription-based streaming OTT service which offers online streaming of a library of films and television programs, including those produced in-house.
Categories
Consumer Subscription Consumer Internet FAANG Internet
Valuation
Market Cap: 255,988.357
Enterprise Value: 262,897.798
EV / Revenue Run Rate: 5.1x
EV / NTM Revenue: 4.7x
EV / 2026 Revenue Estimates: 5.1x
EV / 2027 Revenue Estimates: 4.6x
EV / 2028 Revenue Estimates: 4.2x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 51,496
ARR: --
2026 Revenue Estimates: 51,405
2027 Revenue Estimates: 57,469
2028 Revenue Estimates: 62,952
LTM Revenue: 49,734
Last Year Run Rate: 46,041
Growth
Revenue Growth: 12%
ARR Growth: --
Growth Persistence: 69%
2026 Revenue Growth Estimates: 14%
2027 Revenue Growth Estimates: 12%
2028 Revenue Growth Estimates: 10%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Netflix growing?

Netflix grew revenue 11.8% year over year, reaching $12.87B in the quarter ending September 2026.

What multiple does Netflix trade at?

Netflix trades at 4.7x EV/NTM revenue and 5.1x EV/run-rate, on an enterprise value of $262.9B.

Is Netflix profitable?

For Netflix, operating income was $4.46B last quarter and LTM free cash flow margin is 22.9%.

How long does it take Netflix to pay back CAC?

Netflix recovers customer acquisition cost in about 15.0 months.

What sector is Netflix in?

Public Comps classifies Netflix under Consumer Subscription, Consumer Internet, FAANG, and Internet.

Where does Public Comps get Netflix's data?

Figures come from Netflix's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.