Netflix (NFLX) Stock Could Be 18.3% Undervalued After Proximity Media And TF1 Deals

Simply Wall St.14:18

Netflix (NFLX) is back in focus after announcing an exclusive multi year television partnership with Ryan Coogler’s Proximity Media, along with a new broadcaster deal with France’s TF1 that broadens ...

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See our latest analysis for Netflix. These content wins come after a tough stretch for the Netflix share price, which is down 14.96% year to date and has a 1 year total shareholder return decline of 37.16%. However, the 3 year total shareholder return of 82.49% shows much stronger longer term momentum. If you are looking beyond Netflix and want to see where else content and media trends might be reflected in the market, it can be useful to scan 20 top founder-led companies With Netflix stock trading well below its highs yet showing a 3 year total shareholder return of 82.49%, the key question is whether recent content deals and partnerships are underappreciated or if the market already prices in future growth. AdvertisementMost Popular Narrative: 18.3% Undervalued Against Netflix's last close of $77.38, the most followed narrative on the stock points to a fair value of $94.66, implying meaningful upside based on that framework.  I’ve owned Netflix shares before, sold last Fall after strong gains and recently bought back in after the share price dipped. What gives me confidence in Netflix’s future is one number above all others: subscriber growth.  Read the complete narrative. The narrative links Netflix's fair value to a tight relationship between subscribers, revenue and margins, and leans on a decade of growth metrics to support that view. Result: Fair Value of $94.66 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Netflix narrative could be tested if subscriber momentum weakens or if content spending fails to translate into sustained revenue and margin strength. Find out about the key risks to this Netflix narrative. Next Steps Given the mix of optimism and concern around Netflix, it makes sense to move quickly and test the story against the numbers yourself using the 4 key rewards and 2 important warning signs. Looking for more investment ideas beyond Netflix? Do not stop at Netflix. Broaden your watchlist with a few targeted stock ideas that match how you like to invest, so you are not missing potential opportunities.  Spot potential turnaround stories early by scanning 24 elite penny stocks with strong financials, which pair lower share prices with stronger financial profiles than many peers. Zero in on quality at a discount by reviewing 45 high quality undervalued stocks, which combine solid cash flows with supportive balance sheets. Prioritise resilience by checking 65 resilient stocks with low risk scores, which score well on financial strength and volatility measures.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Netflix might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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