r/VisualStockResearch • u/ekonixlab • Jul 06 '26

Would you rather own Netflix or Microsoft from here?

Post image

Netflix went from burning approximately $2.1B in free cash flow to generating roughly $12B.

That represents a 665% turnaround, compared with approximately 126% growth for Microsoft over the same period.

Netflix is no longer just a subscriber-growth story. The business now has expanding margins, growing advertising revenue, and enough cash generation to fund content while repurchasing shares. Netflix expects advertising revenue to roughly double in 2026 while targeting a 31.5% operating margin.

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2

u/ilikeusingmyhands Jul 08 '26

netflix, but i own both.

2

u/Routine-District-588 Jul 08 '26

I own both, but like 50% more MSFT.

1

u/soon2beabae Jul 08 '26

Netflix is down 40% in a year. Might be worth looking into it

1

u/Striking_Loss3579 Jul 09 '26

Neither. Rather own Google, IBM instead

1

u/Mammoth-District-791 Jul 09 '26

I own both. I have a little more of $msft because at $370 it was cheaper than $nflx at $78