On the filings, Netflix (NFLX) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it BUY.
Accelerating revenue, three years of margin expansion and 41% ROE for ~its multiple — a high-quality compounder at a fair, not cheap, price.
A real operating turnaround dressed up by a one-off tax benefit — at a normalized ~20x, DIS is fairly priced, not cheap.
| Metric | NFLX | DIS |
|---|---|---|
| Fundamentals score | 85 | 78 |
| Revenue growth (YoY) | +15.9% | +3.4% |
| Net income growth (YoY) | +26.1% | +149.5% |
| Net margin | 24.3% | 13.1% |
| Return on equity | 41.3% | 11.3% |
| ROIC (est.) | 25.6% | 9.1% |
| Liabilities / Equity | 1.09 | — |
| Piotroski F-score | 6 / 9 | 7 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 1:58 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 18, 2026, 7:22 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.