Netflix shares are down 33.3% year to date at the time of writing and have lost 4.4% over the past five years, while the S&P 500 returned 80% in total over the same period. Netflix trades at 17.5 times forward earnings, a discount to the S&P 500's 18.7 forward price-to-earnings ratio, even as its earnings and sales keep rising. The article explains that Netflix has shifted from a growth stock to a value stock, as it stopped reporting quarterly subscriber numbers and average revenue per subscriber in 2025, and investors appear concerned about whether growth will slow. The author argues that Netflix's predictable subscription revenue and profitability focus can sustain its streaming leadership, and considers it one of the best value stocks available now.
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