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TBB vs NFLX
Revenue, margins, valuation, and 5-year total return — side by side.
Entertainment
TBB vs NFLX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Telecommunications Services | Entertainment |
| Market Cap | $133.05B | $374.00B |
| Revenue (TTM) | $126.52B | $45.18B |
| Net Income (TTM) | $21.41B | $10.98B |
| Gross Margin | 79.7% | 48.5% |
| Operating Margin | 19.4% | 29.5% |
| Forward P/E | 9.5x | 24.8x |
| Total Debt | $173.99B | $14.46B |
| Cash & Equiv. | $18.23B | $9.03B |
TBB vs NFLX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| AT&T Inc. 5.35% GLB… (TBB) | 100 | 82.6 | -17.4% |
| Netflix, Inc. (NFLX) | 100 | 210.3 | +110.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TBB vs NFLX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TBB is the clearest fit if your priority is value and dividends.
- Lower P/E (9.5x vs 24.8x)
- 5.3% yield; 2-year raise streak; the other pay no meaningful dividend
- +1.3% vs NFLX's -23.6%
NFLX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.39
- Rev growth 15.9%, EPS growth 27.6%, 3Y rev CAGR 12.6%
- 8.8% 10Y total return vs TBB's 30.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.9% revenue growth vs TBB's 2.7% | |
| Value | Lower P/E (9.5x vs 24.8x) | |
| Quality / Margins | 24.3% margin vs TBB's 16.9% | |
| Stability / Safety | Beta 0.39 vs TBB's 0.78, lower leverage | |
| Dividends | 5.3% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +1.3% vs NFLX's -23.6% | |
| Efficiency (ROA) | 19.8% ROA vs TBB's 5.1%, ROIC 29.8% vs 6.7% |
TBB vs NFLX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TBB vs NFLX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NFLX leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TBB is the larger business by revenue, generating $126.5B annually — 2.8x NFLX's $45.2B. NFLX is the more profitable business, keeping 24.3% of every revenue dollar as net income compared to TBB's 16.9%. On growth, NFLX holds the edge at +17.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $126.5B | $45.2B |
| EBITDAEarnings before interest/tax | $45.1B | $30.1B |
| Net IncomeAfter-tax profit | $21.4B | $11.0B |
| Free Cash FlowCash after capex | $10.6B | $9.5B |
| Gross MarginGross profit ÷ Revenue | +79.7% | +48.5% |
| Operating MarginEBIT ÷ Revenue | +19.4% | +29.5% |
| Net MarginNet income ÷ Revenue | +16.9% | +24.3% |
| FCF MarginFCF ÷ Revenue | +8.4% | +20.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.9% | +17.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -11.5% | +31.1% |
Valuation Metrics
TBB leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, TBB trades at a 80% valuation discount to NFLX's 34.9x P/E. On an enterprise value basis, TBB's 6.4x EV/EBITDA is more attractive than NFLX's 12.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $133.0B | $374.0B |
| Enterprise ValueMkt cap + debt − cash | $288.8B | $379.4B |
| Trailing P/EPrice ÷ TTM EPS | 7.13x | 34.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.49x | 24.80x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.06x |
| EV / EBITDAEnterprise value multiple | 6.41x | 12.61x |
| Price / SalesMarket cap ÷ Revenue | 1.06x | 8.28x |
| Price / BookPrice ÷ Book value/share | 1.21x | 14.32x |
| Price / FCFMarket cap ÷ FCF | 6.84x | 39.53x |
Profitability & Efficiency
NFLX leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
NFLX delivers a 41.3% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $17 for TBB. NFLX carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to TBB's 1.35x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.8% | +41.3% |
| ROA (TTM)Return on assets | +5.1% | +19.8% |
| ROICReturn on invested capital | +6.7% | +29.8% |
| ROCEReturn on capital employed | +6.8% | +30.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 1.35x | 0.54x |
| Net DebtTotal debt minus cash | $155.8B | $5.4B |
| Cash & Equiv.Liquid assets | $18.2B | $9.0B |
| Total DebtShort + long-term debt | $174.0B | $14.5B |
| Interest CoverageEBIT ÷ Interest expense | 4.97x | 17.33x |
Total Returns (Dividends Reinvested)
NFLX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NFLX five years ago would be worth $17,519 today (with dividends reinvested), compared to $10,721 for TBB. Over the past 12 months, TBB leads with a +1.3% total return vs NFLX's -23.6%. The 3-year compound annual growth rate (CAGR) favors NFLX at 38.6% vs TBB's 3.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -1.0% | -3.0% |
| 1-Year ReturnPast 12 months | +1.3% | -23.6% |
| 3-Year ReturnCumulative with dividends | +9.9% | +166.5% |
| 5-Year ReturnCumulative with dividends | +7.2% | +75.2% |
| 10-Year ReturnCumulative with dividends | +30.8% | +875.3% |
| CAGR (3Y)Annualised 3-year return | +3.2% | +38.6% |
Risk & Volatility
Evenly matched — TBB and NFLX each lead in 1 of 2 comparable metrics.
Risk & Volatility
NFLX is the less volatile stock with a 0.39 beta — it tends to amplify market swings less than TBB's 0.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TBB currently trades 89.9% from its 52-week high vs NFLX's 65.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.78x | 0.39x |
| 52-Week HighHighest price in past year | $24.10 | $134.12 |
| 52-Week LowLowest price in past year | $5.92 | $75.01 |
| % of 52W HighCurrent price vs 52-week peak | +89.9% | +65.8% |
| RSI (14)Momentum oscillator 0–100 | 63.7 | 35.3 |
| Avg Volume (50D)Average daily shares traded | 94K | 44.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates TBB as "Hold" and NFLX as "Buy". Consensus price targets imply 31.8% upside for NFLX (target: $116) vs -1.8% for TBB (target: $21). TBB is the only dividend payer here at 5.26% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $21.29 | $116.29 |
| # AnalystsCovering analysts | 9 | 99 |
| Dividend YieldAnnual dividend ÷ price | +5.3% | — |
| Dividend StreakConsecutive years of raises | 2 | — |
| Dividend / ShareAnnual DPS | $1.14 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +3.4% | +2.4% |
NFLX leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TBB leads in 1 (Valuation Metrics). 1 tied.
TBB vs NFLX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TBB or NFLX a better buy right now?
For growth investors, Netflix, Inc.
(NFLX) is the stronger pick with 15. 9% revenue growth year-over-year, versus 2. 7% for AT&T Inc. 5. 35% GLB NTS 66 (TBB). AT&T Inc. 5. 35% GLB NTS 66 (TBB) offers the better valuation at 7. 1x trailing P/E (9. 5x forward), making it the more compelling value choice. Analysts rate Netflix, Inc. (NFLX) a "Buy" — based on 99 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.
02Which has the better valuation — TBB or NFLX?
On trailing P/E, AT&T Inc.
5. 35% GLB NTS 66 (TBB) is the cheapest at 7. 1x versus Netflix, Inc. at 34. 9x. On forward P/E, AT&T Inc. 5. 35% GLB NTS 66 is actually cheaper at 9. 5x.
03Which is the better long-term investment — TBB or NFLX?
Over the past 5 years, Netflix, Inc.
(NFLX) delivered a total return of +75. 2%, compared to +7. 2% for AT&T Inc. 5. 35% GLB NTS 66 (TBB). Over 10 years, the gap is even starker: NFLX returned +875. 3% versus TBB's +30. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TBB or NFLX?
By beta (market sensitivity over 5 years), Netflix, Inc.
(NFLX) is the lower-risk stock at 0. 39β versus AT&T Inc. 5. 35% GLB NTS 66's 0. 78β — meaning TBB is approximately 101% more volatile than NFLX relative to the S&P 500. On balance sheet safety, Netflix, Inc. (NFLX) carries a lower debt/equity ratio of 54% versus 135% for AT&T Inc. 5. 35% GLB NTS 66 — giving it more financial flexibility in a downturn.
05Which is growing faster — TBB or NFLX?
By revenue growth (latest reported year), Netflix, Inc.
(NFLX) is pulling ahead at 15. 9% versus 2. 7% for AT&T Inc. 5. 35% GLB NTS 66 (TBB). On earnings-per-share growth, the picture is similar: AT&T Inc. 5. 35% GLB NTS 66 grew EPS 104. 0% year-over-year, compared to 27. 6% for Netflix, 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.
06Which has better profit margins — TBB or NFLX?
Netflix, Inc.
(NFLX) is the more profitable company, earning 24. 3% net margin versus 17. 4% for AT&T Inc. 5. 35% GLB NTS 66 — 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 19. 2% for TBB. At the gross margin level — before operating expenses — TBB leads at 79. 8%, 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.
07Is TBB or NFLX more undervalued right now?
On forward earnings alone, AT&T Inc.
5. 35% GLB NTS 66 (TBB) trades at 9. 5x forward P/E versus 24. 8x for Netflix, Inc. — 15. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NFLX: 31. 8% to $116. 29.
08Which pays a better dividend — TBB or NFLX?
In this comparison, TBB (5.
3% yield) pays a dividend. NFLX does not pay a meaningful dividend and should not be held primarily for income.
09Is TBB or NFLX better for a retirement portfolio?
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). Both have compounded well over 10 years (NFLX: +875. 3%, TBB: +30. 8%), 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.
10What are the main differences between TBB and NFLX?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: TBB is a mid-cap deep-value stock; NFLX is a large-cap high-growth stock. TBB pays a dividend while NFLX does 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.
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- Sector: Communication Services
- Market Cap > $100B
- Net Margin > 10%
- Dividend Yield > 2.1%
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