u/AmsterdamValueInvest · 6d agono track record yet
Netflix reports Tuesday. Reverse DCF walkthrough
At ~$70, Netflix requires only ~9% annual free cash flow growth over 10 years to justify its valuation, well below its recent 38% growth pace, providing meaningful margin of safety. Strong cash generation ($9.5B in 2025, ~$11B guided for 2026), expanding margins, and a 325M+ subscriber base with under half addressable households reached support the case.
At post $69.85Now $65.85-5.7% since postedas of Oct 23, 4:45 PM ET
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