Netflix Inc (NFLX)vsDave & Buster’s Entertainment (PLAY)
NFLX
Netflix Inc
$77.40
+1.83%
COMMUNICATION SERVICES · Cap: $322.29B
PLAY
Dave & Buster’s Entertainment
$8.14
-0.37%
COMMUNICATION SERVICES · Cap: $303.36M
Smart Verdict
WallStSmart Research — data-driven comparison
Netflix Inc generates 2210% more annual revenue ($48.37B vs $2.09B). NFLX leads profitability with a 28.2% profit margin vs -3.1%. NFLX appears more attractively valued with a PEG of 1.41. NFLX earns a higher WallStSmart Score of 73/100 (B).
NFLX
Strong Buy73
out of 100
Grade: B
PLAY
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.8%
Fair Value
$56.58
Current Price
$77.40
$20.82 premium
Intrinsic value data unavailable for PLAY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 33.4%
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Generating 1.4B in free cash flow
Reasonable price relative to book value
Areas to Watch
Trading at 10.7x book value
Smaller company, higher risk/reward
ROE of -65.0% — below average capital efficiency
Revenue declined 1.5%
Earnings declined 74.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : NFLX
The strongest argument for NFLX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.2% and operating margin at 33.4%. Revenue growth of 13.4% demonstrates continued momentum.
Bull Case : PLAY
The strongest argument for PLAY centers on Price/Book. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bear Case : NFLX
The primary concerns for NFLX are Price/Book.
Bear Case : PLAY
The primary concerns for PLAY are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 31.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
NFLX profiles as a mature stock while PLAY is a turnaround play — different risk/reward profiles.
PLAY carries more volatility with a beta of 1.82 — expect wider price swings.
NFLX is growing revenue faster at 13.4% — sustainability is the question.
NFLX generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
NFLX scores higher overall (73/100 vs 39/100), backed by strong 28.2% margins and 13.4% 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.
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.
Visit Website →Dave & Buster’s Entertainment
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Dave & Buster's Entertainment, Inc. owns and operates adult and family entertainment venues and restaurants in North America. The company is headquartered in Dallas, Texas.
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