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2021-11-04
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Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>
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We discuss a few key metric","content":"<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p><p><blockquote>NLFX是2021年的赢家，但现在是购买该股票的好时机吗？我们讨论了投资者在11月份应该关注的一些关键指标。</blockquote></p><p> Netflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p><p><blockquote>Netflix最近发布了广受好评的第三季度业绩，Netflix股价年初至今继续上涨。自今年年初以来，NFLX的市值已上涨约30%。但在该公司股票在短短一个月内升值超过10%之后，现在是购买该公司股票的好时机吗？</blockquote></p><p> Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p><p><blockquote>今天，我们来看看投资者在考虑在11月份购买NFLX时应注意的一些主要指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Netflix位于加利福尼亚州洛斯加托斯的总部。</span></p></blockquote></p><p> <b>Stretched valuations</b></p><p><blockquote><b>估值过高</b></blockquote></p><p> As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p><p><blockquote>正如一家具有高增长前景的科技公司所预期的那样，Netflix的估值倍数并不是市场上最低的。目前，NFLX明年的市盈率为52倍，EV与EBITDA的倍数为20倍。</blockquote></p><p> Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p><p><blockquote>以上是否意味着该公司的股票价格过高？也许吧，但是看看同龄人群体可以提供一些视角。亚马逊股票的市盈率与Netflix一致，预期市盈率为50倍，EBITDA为30倍。市场似乎对这两只股票抱有相当大的期待。</blockquote></p><p> On the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p><p><blockquote>另一方面，迪斯尼和苹果等某些公司的市盈率更低。迪士尼显然不是纯粹的科技和流媒体股票，目前的2022年市盈率为34倍。苹果的25倍更引人注目。苹果的EV与EBITDA之比也更为保守，约为20倍，而DIS为34倍，更符合AMZN。</blockquote></p><p> <b>Seasonality in November</b></p><p><blockquote><b>11月季节性</b></blockquote></p><p> Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p><p><blockquote>自IPO以来，Netflix股票在大多数月份都实现了平均正回报。然而，11月是一个罕见的例外。在刚刚开始的一个月里，NFLX历史上平均下跌了-1%，但传统上会在大约30到60天后强劲反弹。</blockquote></p><p> In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p><p><blockquote>10月份，NFLX的涨幅高于平均水平超过10%，这可能会让投资者认为现在是锁定部分利润的时候了。但自今年年初以来，该股已经升值了约30%，而且似乎并没有放缓太多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：月平均回报。</span></p></blockquote></p><p> <b>Disney's fiscal Q4 ahead</b></p><p><blockquote><b>迪士尼第四财季即将到来</b></blockquote></p><p> In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p><p><blockquote>11月的第二周，另一家娱乐巨头将发布最近一个季度的业绩。迪士尼在流媒体领域与Netflix直接竞争，预计将报告Disney+的数据。细心的投资者可能会就这些数字对Netflix及其股票可能意味着什么得出一些结论。</blockquote></p><p> According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p><p><blockquote>迪士尼自己的首席执行官表示，本季度的用户增长应该低于市场的预期。如果这一数字令分析师失望，一些投资者可能会选择抛售迪士尼，将注意力转向奈飞。提醒一下，这家洛斯加托斯公司最近经历了用户增长的回升，这对该股来说是个好兆头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Stock: 3 Metrics To Watch In November<blockquote>Netflix股票：11月值得关注的3个指标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-03 23:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.</p><p><blockquote>NLFX是2021年的赢家，但现在是购买该股票的好时机吗？我们讨论了投资者在11月份应该关注的一些关键指标。</blockquote></p><p> Netflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?</p><p><blockquote>Netflix最近发布了广受好评的第三季度业绩，Netflix股价年初至今继续上涨。自今年年初以来，NFLX的市值已上涨约30%。但在该公司股票在短短一个月内升值超过10%之后，现在是购买该公司股票的好时机吗？</blockquote></p><p> Today, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.</p><p><blockquote>今天，我们来看看投资者在考虑在11月份购买NFLX时应注意的一些主要指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4620ec9673ba0cb8ccca4acd4ade01\" tg-width=\"1240\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Figure 1: Netflix's headquarters in Los Gatos, California.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：Netflix位于加利福尼亚州洛斯加托斯的总部。</span></p></blockquote></p><p> <b>Stretched valuations</b></p><p><blockquote><b>估值过高</b></blockquote></p><p> As expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.</p><p><blockquote>正如一家具有高增长前景的科技公司所预期的那样，Netflix的估值倍数并不是市场上最低的。目前，NFLX明年的市盈率为52倍，EV与EBITDA的倍数为20倍。</blockquote></p><p> Does the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.</p><p><blockquote>以上是否意味着该公司的股票价格过高？也许吧，但是看看同龄人群体可以提供一些视角。亚马逊股票的市盈率与Netflix一致，预期市盈率为50倍，EBITDA为30倍。市场似乎对这两只股票抱有相当大的期待。</blockquote></p><p> On the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.</p><p><blockquote>另一方面，迪斯尼和苹果等某些公司的市盈率更低。迪士尼显然不是纯粹的科技和流媒体股票，目前的2022年市盈率为34倍。苹果的25倍更引人注目。苹果的EV与EBITDA之比也更为保守，约为20倍，而DIS为34倍，更符合AMZN。</blockquote></p><p> <b>Seasonality in November</b></p><p><blockquote><b>11月季节性</b></blockquote></p><p> Since its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.</p><p><blockquote>自IPO以来，Netflix股票在大多数月份都实现了平均正回报。然而，11月是一个罕见的例外。在刚刚开始的一个月里，NFLX历史上平均下跌了-1%，但传统上会在大约30到60天后强劲反弹。</blockquote></p><p> In October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.</p><p><blockquote>10月份，NFLX的涨幅高于平均水平超过10%，这可能会让投资者认为现在是锁定部分利润的时候了。但自今年年初以来，该股已经升值了约30%，而且似乎并没有放缓太多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0de8f3ded868be68e85246fd081cdf93\" tg-width=\"658\" tg-height=\"376\" width=\"100%\" height=\"auto\"><span>Figure 2: Average monthly return.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：月平均回报。</span></p></blockquote></p><p> <b>Disney's fiscal Q4 ahead</b></p><p><blockquote><b>迪士尼第四财季即将到来</b></blockquote></p><p> In the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.</p><p><blockquote>11月的第二周，另一家娱乐巨头将发布最近一个季度的业绩。迪士尼在流媒体领域与Netflix直接竞争，预计将报告Disney+的数据。细心的投资者可能会就这些数字对Netflix及其股票可能意味着什么得出一些结论。</blockquote></p><p> According to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.</p><p><blockquote>迪士尼自己的首席执行官表示，本季度的用户增长应该低于市场的预期。如果这一数字令分析师失望，一些投资者可能会选择抛售迪士尼，将注意力转向奈飞。提醒一下，这家洛斯加托斯公司最近经历了用户增长的回升，这对该股来说是个好兆头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/streaming/nflx/netflix-stock-3-metrics-to-watch-in-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147065222","content_text":"NLFX has been a winner in 2021, but is now a good time to buy the stock? We discuss a few key metrics that investors should watch in the month of November.\nNetflix has recently released third quarter results that were well received – and Netflix stock continued its YTD climb. Since the start of the year, NFLX has gained around 30% in market value. But is now a good time to buy the company's shares, after it appreciated more than 10% in just one month?\nToday, we look at some of the main metrics that investors should pay attention to when thinking about buying NFLX in the month of November.\nFigure 1: Netflix's headquarters in Los Gatos, California.\nStretched valuations\nAs expected from a tech company with high growth prospects, Netflix does not carry the lowest valuation multiples in the market. Currently, NFLX commands a next-year P/E of 52 times and EV-to-EBITDA multiple of 20 times.\nDoes the above mean that the company’s stock is overly pricey? Perhaps, but a look at the peer group provides some perspective. Amazon stock’s multiples are in line with Netflix’s, at a 50 times forward P/E and 30 times EBITDA multiple. The market seems to expect quite a bit of these two stocks.\nOn the other hand, certain names like Disney and Apple command more de-risked earnings multiples. Disney, obviously not a pure-play tech and streaming stock, currently trades at a 2022 P/E of 34 times. Apple’s 25 times is even more compelling. Apple's EV-to-EBITDA is also more conservative, at around 20 times vs. DIS’ 34 times that is more in line with AMZN’s.\nSeasonality in November\nSince its IPO, Netflix stock has delivered average positive returns in most months. However, November has been a rare exception. During the month that has just started, NFLX has historically dipped by an average of -1% – only to traditionally bounce back strongly some 30 to 60 days later.\nIn October, NFLX saw above-average gains of more than 10%, which may lead investors to think that now is the time to lock in some profits. But since the start of the year, the stock has already appreciated some 30% and does not seem to be slowing down much.\nFigure 2: Average monthly return.\nDisney's fiscal Q4 ahead\nIn the second week of November, another entertainment giant will release the results of its most recent quarter. Disney, which competes directly with Netflix in the streaming segment, is expected to report data on Disney+. Attentive investors will probably draw some conclusions on what these numbers might mean for Netflix and its stock.\nAccording to Disney's own CEO, subscriber growth this quarter should be lower than what the market had been expecting. If this number disappoints analysts, some investors may choose to dump Disney and turn their attention to Netflix. As a reminder, the Los Gatos company has recently experienced a pickup in user grow that bodes well for the stock.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3175,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/848922139"}
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