NFLX vs AMZN: Netflix vs Amazon Stock Comparison: AI Score, Valuation, Performance and Upside
Netflix is the pure-play global streaming leader monetizing entirely through subscriptions and ads, while Amazon Prime Video is a bundled content strategy that serves primarily as a Prime membership retention tool. Netflix has cleaner streaming economics; Amazon has massive AWS and advertising cash flows that fund content regardless of direct streaming ROI.
NFLX vs AMZN is pure-play streaming monetization versus content as a bundle retention tool within a diversified technology empire — Netflix wins if streaming becomes a high-margin, sustainable global subscription business; Amazon wins across many businesses while Prime Video adds free retention value.
AMZN holds the edge across 3 of 5 key metrics in this comparison. AMZN has delivered stronger 1-year price return (+18.18% vs -39.66%), though NFLX has the better forward P/E setup (21.39x vs 24.68x for AMZN). On fundamentals, AMZN is growing revenue faster (19.60%), while NFLX maintains the higher operating margin (33.38%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for AMZN (+27.80%) than for NFLX (+14.61%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- want pure-play exposure to global streaming subscription growth and operating margin expansion
- believe Netflix's ad tier and password sharing crackdown create a multi-year earnings acceleration
- prefer the focused streaming business model without cloud, e-commerce, or logistics complexity
- are comfortable paying a premium multiple for Netflix's global streaming leadership
- prefer diversified exposure to AWS cloud, advertising, e-commerce, and AI infrastructure
- value Prime Video as one of many Prime benefits rather than a standalone streaming investment
- want Amazon's massive free cash flow generation to fund both AI capex and streaming simultaneously
- prefer AMZN's more diversified risk profile over pure streaming bet
| Metric | NFLX | AMZN |
|---|---|---|
| AI scorei | 57.2 | 62.5 |
| AI ranki | #192 | #109 |
| Latest closei | $72.61 | $254.76 |
| 1M returni | -6.79% | +2.55% |
| 3M returni | -2.34% | +1.95% |
| 6M returni | -32.64% | +2.03% |
| 1Y returni | -39.66% | +18.18% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NFLX | AMZN |
|---|---|---|
| 1Y ago | $6.13K (-38.7%) started 2025-10-16 | $11.88K (+18.8%) started 2025-10-16 |
| 5Y ago | $11.38K (+13.8%) started 2021-10-18 | $14.78K (+47.8%) started 2021-10-18 |
| 10Y ago | $72.76K (+627.6%) started 2016-10-17 | $62.68K (+526.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | NFLX | AMZN |
|---|---|---|
| Market capi | $340.28B | $2.77T |
| Trailing P/Ei | 25.70 | 20.66 |
| Forward P/Ei | 21.39 | 24.68 |
| Price/Salesi | 13.15 | 3.49 |
| EV/Revenuei | 7.19 | 3.74 |
| Analyst targeti | $93.66 | $328.17 |
| Target upsidei | +14.61% | +27.80% |
| Metric | NFLX | AMZN |
|---|---|---|
| Revenue growthi | 13.40% | 19.60% |
| Earnings growthi | 11.10% | 242.30% |
| EPS growthi | +11.10% | +242.30% |
| FCF margini | +52.49% | +0.42% |
| Operating margini | 33.38% | 13.69% |
| Profit margini | 28.22% | 17.44% |
| ROIC proxyi | 49.54% | 30.56% |
| Return on equityi | 49.54% | 30.56% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.51 | 1.44 |
| Debt/equityi | 55.24 | 45.62 |
| Current ratioi | 1.14 | 1.03 |
| Quick ratioi | 0.92 | 0.84 |
Over the past year, NFLX and AMZN have moved barely in opposite directions (correlation of -0.01), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | NFLX | AMZN |
|---|---|---|---|
| 1Y | Growthi | -38.65% | +18.79% |
| CAGRi | -38.71% | +18.82% | |
| Volatilityi | 897.43% | 34.18% | |
| Sharpe ratioi | 0.84 | 0.54 | |
| Sortino ratioi | 8.05 | 0.90 | |
| Max drawdowni | 91.04% | 21.74% | |
| Current drawdowni | 41.51% | 10.30% | |
| Avg drawdowni | 30.40% | 9.14% | |
| Ulcer Indexi | 32.81% | 10.76% | |
| Max daily dropi | 89.81% | 5.55% | |
| Max wkly dropi | 89.92% | 14.09% | |
| 5Y | Growthi | +13.81% | +47.83% |
| CAGRi | +2.62% | +8.14% | |
| Volatilityi | 403.97% | 36.47% | |
| Sharpe ratioi | 0.42 | 0.27 | |
| Sortino ratioi | 3.29 | 0.40 | |
| Max drawdowni | 91.69% | 55.73% | |
| Current drawdowni | 45.78% | 10.30% | |
| Avg drawdowni | 30.56% | 18.29% | |
| Ulcer Indexi | 37.95% | 23.60% | |
| Max daily dropi | 89.81% | 14.05% | |
| Max wkly dropi | 89.92% | 20.35% | |
| 10Y | Growthi | +627.56% | +526.75% |
| CAGRi | +21.96% | +20.15% | |
| Volatilityi | 286.72% | 33.15% | |
| Sharpe ratioi | 0.36 | 0.58 | |
| Sortino ratioi | 2.59 | 0.86 | |
| Max drawdowni | 91.69% | 56.15% | |
| Current drawdowni | 45.78% | 10.30% | |
| Avg drawdowni | 20.75% | 12.94% | |
| Ulcer Indexi | 28.72% | 18.21% | |
| Max daily dropi | 89.81% | 14.05% | |
| Max wkly dropi | 89.92% | 20.35% |
| Category | NFLX | AMZN |
|---|---|---|
| Company | Netflix, Inc. | Amazon.com, Inc. |
| Sector | Communication Services | Consumer Cyclical |
| Industry | Entertainment | Internet Retail |
| Core business | Global streaming platform with 300+ million subscribers across 190+ countries. Netflix earns revenue through monthly subscriptions (standard and ad-supported tiers) and is expanding into live events (boxing, NFL Christmas games) and gaming. | AWS cloud, e-commerce, advertising, Prime membership (includes Prime Video), logistics, and Amazon Studios. Prime Video is bundled with Prime membership — most viewers are not paying separately for it. |
| Investor focus | Subscriber growth, average revenue per user (ARM) from password sharing crackdown and ad tier, content spending ROI, operating margin expansion, and live content strategy. | AWS margin expansion, Prime Video as a Prime membership retention tool vs standalone streaming, advertising business growth, and AI infrastructure investment. |
- Netflix is the global streaming market leader with the broadest international content library and brand recognition
- Ad-supported tier creates a new revenue stream that monetizes price-sensitive subscribers who would otherwise churn
- Password sharing crackdown has driven significant subscriber growth and pricing power validation
- Prime Video is bundled with Prime membership — content investment is offset by Prime retention value across all of Amazon's businesses
- Amazon Studios has produced award-winning originals (The Boys, Rings of Power) and won Thursday Night Football NFL rights
- Amazon's advertising business growing rapidly with Prime Video ads adding a streaming advertising revenue stream
- Content spending remains enormous — Netflix must continuously invest to prevent churn and subscriber growth
- Live sports rights are expensive and Netflix has limited experience as a live sports broadcaster
- Competition from Disney+, Max, Peacock, and Prime Video all spending heavily on content
- Prime Video's value to Amazon is primarily as a Prime retention tool — standalone streaming economics are not clearly positive
- AWS and AI capex competition with Microsoft, Google, and CoreWeave requires enormous ongoing investment
- Content quality is inconsistent — Amazon Studios has had significant misses alongside its hits
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