Netflix, Inc. (NFLX) vs PepsiCo, Inc. (PEP)
A side-by-side comparison of Netflix, Inc. and PepsiCo, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.
Different business models: NFLX is classified in Communication Services; PEP is classified in Consumer Defensive. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
NFLX
Netflix, Inc.
$77.40Communication ServicesDelayed quote: Sep 11, 2026, 4:00 PM EDT
PEP
PepsiCo, Inc.
$136.32Consumer DefensiveDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — NFLX vs PEP
growth of $100 · dividends reinvested · last 10yNFLX +673.9% (+22.7%/yr)PEP +78.1% (+5.9%/yr)NFLX compounded faster over this window
NFLX PEP
NFLX vs PEP: by the numbers
- •NFLX is the larger company ($322.29B vs $186.21B market cap).
- •PEP trades at the lower trailing earnings multiple (17.87 vs 24.34 P/E), one valuation lens rather than an overall verdict.
- •NFLX converts more revenue to profit (28.22% vs 10.82% net margin).
- •NFLX grew revenue faster over the past five years (11.89% vs 5.37% CAGR).
- •PEP pays a dividend (4.25% yield), while NFLX has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | NFLX | PEP |
|---|---|---|
| P/E ratio | 24.34 | 17.87 |
| Forward P/E | 21.51 | 15.94 |
| P/S ratio | 6.66 | 1.92 |
| P/B ratio | 10.69 | 8.43 |
| EV / EBITDA | 10.23 | 12.16 |
| FCF yield | 3.41% | 4.98% |
Profitability
| Metric | NFLX | PEP |
|---|---|---|
| Gross margin | 49.12% | 53.96% |
| Operating margin | 29.68% | 14.96% |
| Net margin | 28.22% | 10.82% |
| ROE | 45.27% | 47.45% |
| ROIC | 24.34% | 13.22% |
Dividends
| Metric | NFLX | PEP |
|---|---|---|
| Dividend yield | N/A | 4.25% |
| Payout ratio | N/A | 76.08% |
Growth (annualized)
| Metric | NFLX | PEP |
|---|---|---|
| Revenue CAGR (5Y) | 11.89% | 5.37% |
| EPS CAGR (5Y) | 32.58% | 3.25% |
| FCF CAGR (5Y) | 51.23% | 5.40% |
| Total return CAGR (5Y) | 4.89% | 0.63% |
Frequently asked
- Which has the lower trailing P/E, NFLX or PEP?
- PEP has the lower trailing P/E: NFLX trades at 24.34 and PEP at 17.87. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, NFLX or PEP?
- Over the past five years, NFLX grew revenue faster — NFLX at a 11.89% CAGR versus PEP at 5.37%.
- Does NFLX or PEP pay a bigger dividend?
- PEP pays a dividend (4.25% yield), while NFLX has no payments in the available dividend history.
- Is NFLX or PEP more profitable?
- NFLX runs the higher net margin — NFLX at 28.22% versus PEP at 10.82%.
- How have NFLX and PEP total returns compared?
- Over the past 10 years, NFLX delivered 22.92% and PEP delivered 6.00% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Netflix P/E ratioPepsiCo P/E ratioPepsiCo dividend yieldNetflix ROEPepsiCo ROENetflix operating marginPepsiCo operating marginNetflix revenue growthPepsiCo revenue growthNetflix free cash flowPepsiCo free cash flow
Netflix & PepsiCo appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 11, 2026.