Zacks Investment Research·2025-07-16 14:26Stock Performance & Earnings Growth - Cintas' shares experienced an explosion in 2023 and 2024 due to consistent earnings growth [4] - Cintas' year-to-date performance is up 179%, outperforming the S&P 500 [5][13] - Netflix's stock performance lagged behind Cintas over the past five years, with a 156% increase compared to Cintas' 206% [14][15] - Netflix's 2025 earnings are expected to be up 281%, with 2026 showing a 219% increase [10][11] Company Specifics - Cintas is a uniform company that has consistently met or exceeded earnings expectations [3][4] - Cintas acquired Unif, a competitor in the uniform sector, which is expected to further strengthen its market position [5] - Netflix was previously part of the "Fang Man" group but was later excluded from the "Magnificent Seven" [1][2] Valuation & Market Outlook - Cintas' PE ratio is 443%, considered stretched despite double-digit earnings growth [7] - Netflix's PE ratio is 49 times, which is considered expensive but justified by its growth trajectory [11] - The analysis encourages investors to look beyond the major tech stocks ("Fang Man", "Magnificent Seven") to identify well-performing companies like Cintas [16]