Explain NFLX's valuation like Cardi B would

u/hantek · Reddit — r/ValueInvesting · February 13, 2026 at 02:57 · 💬 5 comments  | View on Reddit ↗
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A Cardi B-styled bullish case for Netflix arguing its quality metrics and compressed valuation make it attractive.

NFLX — LONG The author argues Netflix is a high-quality business with a 40.5% ROIC and a very clean balance sheet at 0.47x Debt/EBITDA. The stock has fallen 45% and its multiple compressed from 56x to 25x earnings while the company is still growing its money by 47% a year, creating a valuation disconnect. The author frames this as buying A-list quality at clearance prices with long-term cash flow and growth intact.

The price is down 45%, but the company is still growing its money by 47% a year? DO THE MATH. The fundamentals are still Bardi Bullish, but the price is on the clearance rack.

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u/hantek Reddit r/ValueInvesting
Netflix quality at compressed valuation
The author argues Netflix is a high-quality business with a 40.5% ROIC and a very clean balance sheet at 0.47x Debt/EBITDA. The stock has fallen 45% and its multiple compressed from 56x to 25x earnings while the company is still growing its money by 47% a year, creating a valuation disconnect. The author frames this as buying A-list quality at clearance prices with long-term cash flow and growth intact.
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This Reddit post, published February 13, 2026, features u/hantek discussing NFLX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/hantek  · Tickers: NFLX