1/n Back of the napkin comparison between a few streaming/entertainment players. ( $ROKU is undervalued)
New to the investing community/twitter and just another Robinhood investor, so please take numbers lightly .
Competition coming for each one .
$NFLX $ROKU $DIS $SPOT

2/n Netflix $NFLX
P/S(TTM) - 10
EV/GP - 26
Growth y/y – 28%
5y expected growth – 20%?
EV/GP/5ygrowth - 1.3
Tailwinds due to COVID
Growth opp – GM inc? , Parks?, merchandise in-app, price increase?

3/n Disney $DIS
P/S - 2.6
EV/GP - 7.1
Growth y/y - 20% (High due to fox)
5y expected growth – 10% or less?
EV/GP/Growth - 0.71
Few headwinds due to COVID
Growth opp – Disney+ growth, Hulu international, Hotstar

4/n Spotify $SPOT
P/S - 6.1
EV/GP - 24
Growth y/y - 28.6%
5y expected growth – 25%. growth increasing?
EV/GP/Growth - 0.96
Growth opp- Joe Rogen, Kim Kardashian, video platform?, gross margin inc?

5/n Roku $ROKU
P/S - 12.5
EV/GP - 29
Growth y/y - 52%
5y expected growth – 45%?
EV/GP/Growth - 0.64
Few headwinds due to COVID, Google acquisition?
Growth opp – GM inc, international exp, add shift form linear tv, a win-win situation with new streaming entry.
15-50% upside?

6/n Thanks, @Gfilche for $SPOT recommendation at 180$.
Thanks, @OphirGottlieb for $ROKU advice. I like $DIS as well at this price @GerberKawasaki
cc @saxena_puru, @cperruna, @CapitalAa.

7/n What is the best valuation matrix to compare these stocks? I think EV/GP is good. I added layer of 5y growth into it.

8/n 5y growth rate is my own estimate. Feel free to use your own value.