Netflix(US:NFLX) 智通财经网·2025-05-19 03:01Core Viewpoint - Despite a challenging outlook for the U.S. stock market in 2025, Netflix (NFLX.US) stands out as a buy, with a stock price increase of 25% since April, outperforming the S&P 500 by 4% [1] Performance Analysis - Netflix has shown robust performance during uncertain times, with over 300 million subscribers and a market capitalization nearing $500 billion, aiming for $1 trillion by 2030 [2] - The stock's expected price-to-earnings ratio is 43, compared to the S&P 500's 21, but supporters argue that Netflix's long-term growth potential justifies this premium [2] - Netflix's profit margin has increased from 4.5% in 2015 to 27% currently, with projections to double by the end of the decade [2] - The introduction of an ad-supported subscription service has attracted 24 million users, contributing to growing advertising revenue [2] - Potential growth drivers include artificial intelligence and live sports streaming [2] Business Diversification - Netflix is expanding beyond streaming with upcoming themed restaurants and immersive experience venues [3] - Analysts project a 26% growth in EBITDA for the company this year, with further growth expected by 2027 [3] Future Growth Potential - Despite recent stock price increases, there is belief in significant further upside, particularly if profits continue to grow [4]