NFLX vs ZD
Netflix Inc. vs Ziff Davis, Inc. — AI-powered side-by-side comparison
NFLX
Netflix Inc.
59
Watch
VS
ZD
Ziff Davis, Inc.
54
Watch
| Metric | NFLX | ZD |
|---|
| AI Score |
59
|
54
|
| Price |
$74.78
|
$53.57
|
| P/E Ratio |
23.15×
|
3.03×
|
| ROE |
41.3%
|
2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.1%
|
77.1%
|
| Debt / Equity |
0.47×
|
0.39×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
71.6
|
52.5
|
| Beta |
1.517
|
1.018
|
| Expected Upside |
+23.4%
|
—
|
AI Committee View
Current Innellis committee reasoning for NFLX versus ZD.
NFLX leads by 5 points.
NFLX scores 59/100 (Watch) versus ZD 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
ZD Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -1.8% 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 0.8x is a discount to asset value — Value
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 43.8 is expensive by classic value standards — Value
- ROE of only 2.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -1.8% YoY -- this is not a growth story right now — Growth