Netflix Inc (NFLX)vsSeaboard Corporation (SEB)
NFLX
Netflix Inc
$92.28
+1.50%
COMMUNICATION SERVICES · Cap: $385.67B
SEB
Seaboard Corporation
$5,405.30
+3.78%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Netflix Inc generates 360% more annual revenue ($45.18B vs $9.82B). NFLX leads profitability with a 24.3% profit margin vs 4.0%. SEB appears more attractively valued with a PEG of 0.65. NFLX earns a higher WallStSmart Score of 70/100 (B).
NFLX
Strong Buy70
out of 100
Grade: B
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.1%
Fair Value
$118.40
Current Price
$92.28
$26.12 discount
Margin of Safety
+71.0%
Fair Value
$19183.79
Current Price
$5405.30
$13778.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 24.5%
17.6% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.6x book value
4.0% margin — thin
Operating margin of 3.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : NFLX
The primary concerns for NFLX are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
NFLX profiles as a growth stock while SEB is a value play — different risk/reward profiles.
NFLX carries more volatility with a beta of 1.71 — expect wider price swings.
NFLX is growing revenue faster at 17.6% — sustainability is the question.
NFLX generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
NFLX scores higher overall (70/100 vs 65/100), backed by strong 24.3% margins and 17.6% revenue growth. SEB offers better value entry with a 71.0% margin of safety. Both earn "Strong Buy" and "Strong 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.
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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other ENTERTAINMENT Stocks
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