NFLX vs TDS
Netflix Inc. vs Telephone and Data Systems, Inc. — AI-powered side-by-side comparison
NFLX
Netflix Inc.
59
Watch
VS
TDS
Telephone and Data Systems, Inc.
54
Watch
| Metric | NFLX | TDS |
|---|
| AI Score |
59
|
54
|
| Price |
$74.78
|
$33.38
|
| P/E Ratio |
23.15×
|
7.84×
|
| ROE |
41.3%
|
-0.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.1%
|
28.7%
|
| Debt / Equity |
0.47×
|
0.24×
|
| Dividend Yield |
0.0%
|
31.2%
|
| RSI (14) |
71.6
|
41.1
|
| Beta |
1.517
|
0.347
|
| Expected Upside |
+23.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for NFLX versus TDS.
NFLX leads by 5 points.
NFLX scores 59/100 (Watch) versus TDS at 54/100 (Watch).
NFLX Committee View
60% agreement
5 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- ROE of 48.0% shows genuine earnings power backing the valuation — Value
- EPS growing 35.3% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 16.1x prices in significant intangible value — Value
- 5 consecutive earnings misses -- execution concerns — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
TDS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -56.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.9x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- ROE of only 2.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -56.0% YoY -- this is not a growth story right now — Growth