$Netflix(NFLX)$ WBD has enterp

2023-06-04

$Netflix(NFLX)$ WBD has enterprise value of $81B. It generated $3B FCF last 12 months. So that's 27 EV/FCF, by no means cheap. The real issue is, WBD's revenue is also shrinking with cord cutting accelerating and sports rights getting double/triple. On the streaming side, it has saturated US market and it has no HBO content in key EU markets until 2025. There's no way it can get to $7B FCF in 2026. It will be acquired by 2025.

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