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Netflix vs TKO Group Holdings: Which Stock Looks Stronger in 2026?

Netflix holds the cleaner structural position, with the lead spread across profitability and stability. TKO still has the edge on stability, which keeps the comparison from looking entirely one-sided. In the market, TKO carries the stronger setup — intact trend against Netflix's broken trend. That leaves a split case: the structural lead stays with Netflix, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The result is anchored in profitability, but valuation also reinforces the same direction. The overall score gap is 23 points in favour of Netflix, Inc..

INDUSTRY COMPARISON

Both operate in: Entertainment

This comparison is based on industry proximity, not on functional trajectory similarity. NFLX and TKO share the same industry classification.

For a similarity-based comparison, see how Netflix and TKO each position within their functional peer groups in AssetNext.

Peer-Relative Score
NFLX
Netflix, Inc.
75
Peer-Score
Signal qualityHigh
vs
TKO
TKO Group Holdings, Inc.
52
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: NFLX vs TKO Profitability 100 33 Stability 40 80 Valuation 60 23 Growth 93 94 NFLX TKO
Gap Ranking
#1 Profitability +67
#2 Stability +40
#3 Valuation +37
#4 Growth +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NFLX and TKO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NFLXTKO Relative valuation Structural strength

Netflix, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Netflix, Inc. ranks near the top of the group; TKO Group Holdings, Inc. sits in the weaker half.
Stability
On stability, the same pattern holds: both are strong, but TKO Group Holdings, Inc. still leads clearly.
Profitability — Dominant Gap
NFLX
100
TKO
33
Gap+67in favour of NFLX

The profitability lead is mainly driven by a 14.8-point operating margin advantage.

What keeps the gap from being one-sided

Stability still leans toward TKO Group Holdings, Inc., so the lead is real without reading as one-way.

What this means for the comparison

The profitability lead is decisive, but stability still runs counter to it — the result is clear, not entirely one-sided.

Explore full peer positioning in AssetNext

Break down the NFLX vs TKO comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how NFLX and TKO each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.