NFLX vs Z
Netflix Inc. vs Zillow Group, Inc. Class C — AI-powered side-by-side comparison
NFLX
Netflix Inc.
59
Watch
VS
Z
Zillow Group, Inc. Class C
60
Watch
| Metric | NFLX | Z |
|---|
| AI Score |
59
|
60
|
| Price |
$74.78
|
$34.14
|
| P/E Ratio |
23.15×
|
146.62×
|
| ROE |
41.3%
|
0.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.1%
|
72.9%
|
| Debt / Equity |
0.47×
|
0.13×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
71.6
|
53.1
|
| Beta |
1.517
|
1.981
|
| Expected Upside |
+23.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for NFLX versus Z.
Z leads by 1 points.
Z scores 60/100 (Watch) versus NFLX at 59/100 (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
Z Committee View
67% agreement
6 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
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.07) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 142.1 is expensive by classic value standards — Value
- ROE of only 1.2% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 19.7% signals elevated volatility — Risk