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EV Demo

Relative Valuation Lab

Implied price gap for Netflix, Inc. vs Arista Networks, Inc.

Live view of SEC fundamentals with peer-based benchmarks and implied valuation gaps.

TargetNFLXNetflix, Inc.View Financials

BenchmarkANETArista Networks, Inc.View Financials

Valuation Gap Analysis

Implied value of NFLX based on ANET multiples

Valuation Basis:

Current Price

$79.94

Live market data for NFLX

97.8%

Upside Potential

Implied Value

$158.14

Based on ANET P/E multiple

If NFLX traded at ANET's P/E multiple, the stock would be worth $158.14

Smart diff metrics

Highlight the winner and flag when premiums are justified.

Metric	NFLX	Delta vs ANET	ANET	Context
Revenue growth (LTM)	15.9%	18.7% lower	19.5%	Growth lag
Gross margin	2.6%	96.0% lower	64.1%	Pricing power
EBITDA margin	31.3%	34.1% lower	47.5%	Operating leverage
EV/Revenue	83.41x	237.4% higher	24.72x	Multiple premium
P/E	352.30x	463.6% higher	62.51x	Expensive
Net debt / EBITDA	0.4	147.7% higher	-0.8	Lower leverage

Value trap detector

Quality signals that explain why a cheap stock might stay cheap.

Piotroski F-Score

Financial strength (0-9).

Netflix, Inc.6/9

Arista Networks, Inc.4/9

Partial coverage: 8/9 checks

Altman Z-Score

Bankruptcy risk gauge.

Netflix, Inc.Safe (80.62)

DistressGreySafe

Arista Networks, Inc.Safe (28.78)

DistressGreySafe

Enterprise value bridge

Market cap + debt - cash = EV.

NFLX Enterprise value$3.77T

Market cap $3.76TDebt $14.46BCash -$9.06B

Growth vs value matrix

Bottom-right quadrant is the sweet spot: high growth, low valuation.

EV/Revenue vs growth

Football field valuation

See where Netflix, Inc. trades vs valuation ranges.

Peer implied

$162.57 - $268.62

Historical band

$802.19 - $980.45

DCF range

$142.35 - $192.59

Data Analysis

Generate an AI-powered analysis of this comparison

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Compare Netflix, Inc. against other peers in the industry.

AAPLApple Inc.AMZNAmazon.com, Inc.CMCSAComcast Corporation ROKURoku, Inc.CSCOCisco Systems, Inc.JNPRJuniper Networks, Inc.CIENCiena Corporation HPEHewlett Packard Enterprise Company

NFLX CIK: 1065280

ANET CIK: 1596532