LEIFRAS Co., Ltd. American Depositary Shares (LFS)vsNetflix Inc (NFLX)
LFS
LEIFRAS Co., Ltd. American Depositary Shares
$2.41
-7.31%
COMMUNICATION SERVICES · Cap: $63.05M
NFLX
Netflix Inc
$92.28
+1.13%
COMMUNICATION SERVICES · Cap: $385.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Netflix Inc generates 294% more annual revenue ($45.18B vs $11.47B). NFLX leads profitability with a 24.3% profit margin vs 3.7%. LFS trades at a lower P/E of 34.4x. NFLX earns a higher WallStSmart Score of 70/100 (B).
LFS
Avoid30
out of 100
Grade: F
NFLX
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-379.2%
Fair Value
$0.48
Current Price
$2.41
$1.93 premium
Margin of Safety
+22.1%
Fair Value
$118.40
Current Price
$92.28
$26.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.9% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 24.5%
17.6% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
3.7% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LFS
The strongest argument for LFS centers on Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : NFLX
The strongest argument for NFLX centers on Market Cap, Return on Equity, Altman Z-Score. Profitability is solid with margins at 24.3% and operating margin at 24.5%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : LFS
The primary concerns for LFS are P/E Ratio, Market Cap, Return on Equity. Thin 3.7% margins leave little buffer for downturns.
Bear Case : NFLX
The primary concerns for NFLX are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
NFLX is growing revenue faster at 17.6% — sustainability is the question.
NFLX generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NFLX scores higher overall (70/100 vs 30/100), backed by strong 24.3% margins and 17.6% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LEIFRAS Co., Ltd. American Depositary Shares
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Leifras Co., Ltd. is a sports and social business company in Japan. The company is headquartered in Shibuya, Japan.
Netflix Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Netflix, Inc. is an American over-the-top content platform and production company headquartered in Los Gatos, California. Netflix was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. The company's primary business is a subscription-based streaming service offering online streaming from a library of films and television series, including those produced in-house.
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