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GOOGL vs NFLX

Alphabet Inc. Class A Common Stock vs Netflix Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.

Scores ACCE
GOOGL
NFLX
Score composite
Sur 100
81
57
Croissance
88
60
Valeur
51
60
Qualité
100
92
Momentum
84
17
Valorisation
GOOGL
NFLX
Cours
354,97
73,36
Capitalisation
4,27 Bn
298,93 Md
PER glissant
17,55
22,58
PER prévisionnel
23,15
18,80
VE / EBITDA
12,65
8,69
Rendement du dividende
0,2 %
0,0 %
Rentabilité
GOOGL
NFLX
ROE
48,7 %
49,5 %
Marge nette
54,8 %
28,2 %
Dette / capitaux propres
0,11
0,54
Flux de trésorerie disponible
73,27 Md
9,46 Md
Croissance
GOOGL
NFLX
Croissance du chiffre d'affaires (sur 1 an)
24,2 %
13,4 %
Croissance des bénéfices (sur 1 an)
2,9 %
11,1 %
Objectif des analystes
428,16
93,37
Verdict 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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