Netflix Inc (NFLX)vsVersant Media Group, Inc. Class A Common Stock When-Issued (VSNTV)
NFLX
Netflix Inc
$92.28
+1.50%
COMMUNICATION SERVICES · Cap: $385.67B
VSNTV
Versant Media Group, Inc. Class A Common Stock When-Issued
$46.65
0.00%
COMMUNICATION SERVICES · Cap: $6.74B
Smart Verdict
WallStSmart Research — data-driven comparison
NFLX leads profitability with a 24.3% profit margin vs 0.0%. VSNTV trades at a lower P/E of 8.0x. NFLX earns a higher WallStSmart Score of 70/100 (B).
NFLX
Strong Buy70
out of 100
Grade: B
VSNTV
Hold40
out of 100
Grade: F
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
-17.3%
Fair Value
$39.78
Current Price
$46.65
$6.87 premium
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
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.6x book value
0.0% revenue growth
0.0% earnings growth
ROE of 0.0% — below average capital efficiency
0.0% margin — thin
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 : VSNTV
The strongest argument for VSNTV centers on P/E Ratio.
Bear Case : NFLX
The primary concerns for NFLX are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : VSNTV
The primary concerns for VSNTV are Revenue Growth, EPS Growth, Return on Equity.
Key Dynamics to Monitor
NFLX profiles as a growth stock while VSNTV is a value play — different risk/reward profiles.
NFLX is growing revenue faster at 17.6% — sustainability is the question.
Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NFLX scores higher overall (70/100 vs 40/100), 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.
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 →Versant Media Group, Inc. Class A Common Stock When-Issued
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Versant Media Group, Inc. focuses on operating cable television networks and digital platforms. The company is headquartered in Englewood Cliffs, New Jersey.
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