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GOOGL vs NFLX

Alphabet Inc. Class A Common Stock vs Netflix Inc. Common Stock. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
GOOGL
NFLX
Puntuación compuesta
Sobre 100
81
57
Crecimiento
88
60
Valor
51
60
Calidad
100
92
Momentum
84
17
Valoración
GOOGL
NFLX
Precio
354,97
73,36
Capitalización
4,27 B
298.929 M
PER actual
17,55
22,58
PER estimado
23,15
18,80
VE / EBITDA
12,65
8,69
Rentabilidad por dividendo
0,2 %
0,0 %
Rentabilidad
GOOGL
NFLX
ROE
48,7 %
49,5 %
Margen neto
54,8 %
28,2 %
Deuda / patrimonio
0,11
0,54
Flujo de caja libre
73.266 M
9461 M
Crecimiento
GOOGL
NFLX
Crecimiento de ingresos (interanual)
24,2 %
13,4 %
Crecimiento de beneficios (interanual)
2,9 %
11,1 %
Precio objetivo de analistas
428,16
93,37
Veredicto ACCE

$GOOGL vs $NFLX — Verdict: $GOOGL Wins

$GOOGL is the clear pick here. Its ACCE composite score of 78 versus $NFLX's 60 reflects a structurally stronger setup, and the momentum gap is decisive: $GOOGL scores 97 on momentum against $NFLX's 17. At $384.71 with a $4.64T market cap, $GOOGL trades at a forward P/E of 26.5 and carries a perfect quality score of 100 — net margins of 37.9% and ROE of 38.9% on a D/E of just 20.03 confirm the balance sheet is clean.

$NFLX at $88.35 isn't broken — 86.4% earnings growth YoY is impressive, and its forward P/E of 23.0 is the cheaper multiple. But a D/E of 53.79 versus $GOOGL's 20.03 signals meaningful leverage risk, and the momentum score of 17 suggests the market isn't rewarding that growth right now.

Analyst targets tell the same story: $GOOGL has 11.5% upside to $429.12; $NFLX has roughly 30% to $114.56, but that gap reflects risk, not hidden value. $GOOGL's combination of superior quality, dominant momentum, and 21.8% revenue growth makes it the stronger hold today.

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