Fox Corp Class B (FOX)vsNetflix Inc (NFLX)
FOX
Fox Corp Class B
$59.88
+1.96%
COMMUNICATION SERVICES · Cap: $24.76B
NFLX
Netflix Inc
$82.18
+0.55%
COMMUNICATION SERVICES · Cap: $343.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Netflix Inc generates 189% more annual revenue ($46.89B vs $16.20B). NFLX leads profitability with a 28.5% profit margin vs 10.6%. NFLX appears more attractively valued with a PEG of 1.60. NFLX earns a higher WallStSmart Score of 75/100 (B).
FOX
Buy53
out of 100
Grade: C-
NFLX
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.8%
Fair Value
$44.45
Current Price
$59.88
$15.43 premium
Margin of Safety
-45.8%
Fair Value
$53.99
Current Price
$82.18
$28.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.4%
Generating 1.8B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Strong operational efficiency at 32.3%
Earnings expanding 86.4% YoY
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Revenue declined 8.6%
Earnings declined 49.3%
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FOX
The strongest argument for FOX centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : NFLX
The strongest argument for NFLX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.5% and operating margin at 32.3%. Revenue growth of 16.2% demonstrates continued momentum.
Bear Case : FOX
The primary concerns for FOX are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : NFLX
The primary concerns for NFLX are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
FOX profiles as a declining stock while NFLX is a growth play — different risk/reward profiles.
NFLX carries more volatility with a beta of 1.49 — expect wider price swings.
NFLX is growing revenue faster at 16.2% — sustainability is the question.
NFLX generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
NFLX scores higher overall (75/100 vs 53/100), backed by strong 28.5% margins and 16.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fox Corp Class B
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
Netflix Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Netflix, Inc. is an American over-the-top content platform and production company headquartered in Los Gatos, California. Netflix was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. The company's primary business is a subscription-based streaming service offering online streaming from a library of films and television series, including those produced in-house.
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