WallStSmart

Liberty Media Corporation Series C Liberty Formula One Common Stock (FWONK)vsNetflix Inc (NFLX)

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Smart Verdict

WallStSmart Research — data-driven comparison

Netflix Inc generates 908% more annual revenue ($45.18B vs $4.48B). NFLX leads profitability with a 24.3% profit margin vs 12.4%. NFLX appears more attractively valued with a PEG of 1.99. NFLX earns a higher WallStSmart Score of 70/100 (B).

FWONK

Hold

48

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 4.7Quality: 4.5
Piotroski: 4/9

NFLX

Strong Buy

70

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 9.3Quality: 8.0
Piotroski: 6/9Altman Z: 3.27
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FWONKSignificantly Overvalued (-441.2%)

Margin of Safety

-441.2%

Fair Value

$15.71

Current Price

$85.18

$69.47 premium

UndervaluedFair: $15.71Overvalued
NFLXUndervalued (+22.5%)

Margin of Safety

+22.5%

Fair Value

$118.40

Current Price

$94.70

$23.70 discount

UndervaluedFair: $118.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FWONK2 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

NFLX6 strengths · Avg: 9.2/10
Market CapQuality
$403.83B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.8%10/10

Every $100 of equity generates 43 in profit

Altman Z-ScoreHealth
3.2710/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
24.3%9/10

Keeps 24 of every $100 in revenue as profit

Operating MarginProfitability
24.5%8/10

Strong operational efficiency at 24.5%

Revenue GrowthGrowth
17.6%8/10

17.6% revenue growth

Areas to Watch

FWONK4 concerns · Avg: 2.8/10
P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

PEG RatioValuation
3.972/10

Expensive relative to growth rate

EPS GrowthGrowth
-49.7%2/10

Earnings declined 49.7%

NFLX3 concerns · Avg: 4.0/10
PEG RatioValuation
1.994/10

Expensive relative to growth rate

P/E RatioValuation
37.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
15.0x4/10

Trading at 15.0x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : FWONK

The strongest argument for FWONK centers on Price/Book, Revenue Growth. Revenue growth of 19.1% demonstrates continued momentum.

Bull Case : NFLX

The strongest argument for NFLX centers on Market Cap, Return on Equity, Altman Z-Score. Profitability is solid with margins at 24.3% and operating margin at 24.5%. Revenue growth of 17.6% demonstrates continued momentum.

Bear Case : FWONK

The primary concerns for FWONK are P/E Ratio, Return on Equity, PEG Ratio.

Bear Case : NFLX

The primary concerns for NFLX are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

NFLX carries more volatility with a beta of 1.71 — expect wider price swings.

FWONK is growing revenue faster at 19.1% — sustainability is the question.

NFLX generates stronger free cash flow (1.9B), providing more financial flexibility.

Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NFLX scores higher overall (70/100 vs 48/100), backed by strong 24.3% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Liberty Media Corporation Series C Liberty Formula One Common Stock

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Formula One Group is dedicated to the motorsports business.

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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