“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
NFLX is not bad but has downside risk in a conservative scenario; momentum led to a slight downgrade.
Then we have Netflix down already up a little bit. We go to our calculation table. Netflix one of the last ones 80 free cash flow growth double digits has to grow 15 to 12% and then a P ratio of 25 to be really undervalued but also this is not bad.
I have put perhaps it will grow at these rates with all what's going on. conservative scenario there is room for downside but let's say 8% so the stock is a little bit up it was better earlier at 70 but it's not bad however you have to play that momentum so I have moved it a little bit to the left