2 Streaming Giants Are Way Down YTD..But Are They Cheap? NFLX & SPOT vs. my spreadsheet & the Mag 7!
2 extracted signals · 1 resolved · 1 still active
Beat The DenominatorIndependent analyst profile- Source published
- 19 Sept 2026, 23:02 UTC
- Recorded by Tahlil Plus
- 20 Sept 2026, 03:00 UTC
AI-generated source summary
The analysis focuses on Netflix (NFLX) and Spotify (SPOT), comparing their historical stock performance against revenue growth over a 5-year period. NFLX revenue grew 50% with stock price barely moving, while SPOT revenue grew near 100% with stock price up 70%. Despite significant stock price drops year-to-date (-34.06% for SPOT, -45.74% for NFLX), the analysis highlights their potential based on revenue growth. The speaker expresses concern over the high valuation of companies like NFLX and SPOT, noting that their EV/Gross Profit and EV/EBITDA ratios are high compared to other tech giants like NVDA, AMZN, GOOG, and META, which exhibit faster revenue growth. However, the speaker concludes that despite high valuations, these streaming stocks might still be considered 'cheap' in comparison to their growth potential, especially if they can attract users with premium content. The overall sentiment suggests a cautious but potentially optimistic outlook for these two stocks due to their strong revenue growth, despite their current high valuations.
AI-generated summary based on the source content.
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