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NFLX · Discounted Cash Flow Valuation

Netflix DCF Valuation: Intrinsic Value Calculator

Netflix, Inc. (NFLX) DCF model with live financials. See the pre-loaded intrinsic value estimate below, then adjust growth and discount rate assumptions in the full calculator.

DCF Snapshot

Current Price$103.01
Market Cap$437.0B
TTM Free Cash Flow$24.8B
Intrinsic Value / Share$172.87
Upside / Downside+67.8%

Assumptions

FCF Growth Rate13%
Discount Rate (WACC)10%
Terminal Growth2.5%
Projection Period10 years

These are conservative starting assumptions. Adjust them in the full calculator to test your own thesis.

What Drives Netflix's DCF

Netflix's DCF is driven by ad-tier subscriber growth and pricing power across 280M+ global paid memberships. The ad-supported tier, launched in late 2022, is the fastest-growing plan and unlocks a second revenue stream beyond subscriptions. Key assumptions: revenue grows at low-teens rates as ARPU expands through ad monetization, paid-sharing enforcement, and periodic price increases, while operating margins scale toward 30%+ as content spending grows slower than revenue.