MAT vs HAS vs JAKK vs FNKO vs NFLX

For growth investors, Netflix, Inc.

(NFLX) is the stronger pick with 15. 9% revenue growth year-over-year, versus -17. 4% for JAKKS Pacific, Inc. (JAKK). Mattel, Inc. (MAT) offers the better valuation at 12. 1x trailing P/E (11. 5x forward), making it the more compelling value choice. Analysts rate Mattel, Inc. (MAT) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Mattel, Inc.

(MAT) is the cheapest at 12. 1x versus Netflix, Inc. at 34. 9x. On forward P/E, JAKKS Pacific, Inc. is actually cheaper at 7. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Mattel, Inc. wins at 0. 40x versus Netflix, Inc. 's 0. 75x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, JAKKS Pacific, Inc.

(JAKK) delivered a total return of +161. 5%, compared to -82. 5% for Funko, Inc. (FNKO). Over 10 years, the gap is even starker: NFLX returned +875. 3% versus JAKK's -66. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Netflix, Inc.

(NFLX) is the lower-risk stock at 0. 39β versus Funko, Inc. 's 3. 15β — meaning FNKO is approximately 710% more volatile than NFLX relative to the S&P 500. On balance sheet safety, JAKKS Pacific, Inc. (JAKK) carries a lower debt/equity ratio of 37% versus 6% for Hasbro, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Netflix, Inc.

(NFLX) is pulling ahead at 15. 9% versus -17. 4% for JAKKS Pacific, Inc. (JAKK). On earnings-per-share growth, the picture is similar: Netflix, Inc. grew EPS 27. 6% year-over-year, compared to -342. 9% for Funko, Inc.. Over a 3-year CAGR, NFLX leads at 12. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Netflix, Inc.

(NFLX) is the more profitable company, earning 24. 3% net margin versus -7. 4% for Funko, Inc. — meaning it keeps 24. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NFLX leads at 29. 5% versus -5. 0% for FNKO. At the gross margin level — before operating expenses — HAS leads at 70. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Mattel, Inc. (MAT) is the more undervalued stock at a PEG of 0. 40x versus Netflix, Inc. 's 0. 75x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, JAKKS Pacific, Inc. (JAKK) trades at 7. 4x forward P/E versus 24. 8x for Netflix, Inc. — 17. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JAKK: 79. 0% to $41. 67.

In this comparison, JAKK (4.

2% yield), HAS (2. 9% yield) pay a dividend. MAT, FNKO, NFLX do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Netflix, Inc.

(NFLX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 39), +875. 3% 10Y return). Funko, Inc. (FNKO) carries a higher beta of 3. 15 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NFLX: +875. 3%, FNKO: -36. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (MAT (Consumer Cyclical) and HAS (Consumer Cyclical) and JAKK (Consumer Cyclical) and FNKO (Consumer Cyclical) and NFLX (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: MAT is a small-cap deep-value stock; HAS is a mid-cap quality compounder stock; JAKK is a small-cap income-oriented stock; FNKO is a small-cap quality compounder stock; NFLX is a large-cap high-growth stock. HAS, JAKK pay a dividend while MAT, FNKO, NFLX do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.