META vs NFLX
Meta Platforms Inc. Class A Common Stock vs Netflix Inc. Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$META vs $NFLX — Edge Goes to Meta
$META wins this matchup on balance, though neither stock looks cheap on fair-value models.
Valuation: $META trades at a forward P/E of 19.5 versus $NFLX at 24.2. Both sit above their 6-model fair values — $META by -5.4% and $NFLX by a steeper -22.7% — but Meta's premium is far more defensible.
Growth & Profitability: $META posted revenue growth of 33.1% year-over-year against $NFLX's 16.2%, a meaningful gap. Netflix's 86.4% earnings growth edges Meta's 62.4%, but Meta's 32.8% net margin and near-perfect Quality score of 100/100 signal a more durable earnings engine. Netflix's ROE of 48.5% is impressive, though it comes with a D/E of 0.54 versus Meta's lean 0.28.
ACCE Scores: $META scores 69/100 overall — Growth 100, Quality 100 — versus $NFLX at 63/100. Both carry weak Momentum scores (23 and 17 respectively), consistent with 1-year returns of -18.9% for Meta and -40.1% for Netflix.
$META's combination of faster top-line growth, superior margins, lower leverage, and a more reasonable valuation gap makes it the clearer pick here.