Posts  / NFLX  / #POST-225901
REDDIT

Anyone compare stocks to footballers? NFLX right now is basically Lewandowski at Barca

B
Apr 29, 2026 · 21:56

Bit of a weird habit tbh but it's been useful for the mature stocks everyone just scrolls past because there's always something up 1,000% to chase instead.

NFLX has done its time as the explosive growth story. Headlines have moved on. But Q1 just printed 16% revenue growth, ad business doubling this year, 41% free cash flow margin, 325M subs. That's still pretty elite numbers, it just isn't loud.

Anyway, made me think of Lewandowski.

Lewa is 37, plays smaller minutes, Yamal and Raphinha are ahead of him in goals at Barca. Nobody's writing front pages about him anymore.

But the numbers are actually nuts when you look. Top 1% in La Liga for non-penalty xG per 90 and 0.84 goals every 90 minutes. His output is still pretty top tier, just packaged into fewer minutes.

NFLX is the exact same shape. The wow growth phase is over but the per-shot numbers (41% FCF margin, 16% growth at $50B run rate, ad business doubling) are still solid.

Once you look at it that way the question kind of stops being "is NFLX boring now" and becomes "is the market underpricing a finisher because the highlight reel days are done."

Anyone else got mature stocks they're still bullish on for similar reasons? Drop them below, always keen for new ones to look at.