Netflix’s Impressive Growth
As of December 31, 2025, Netflix (NASDAQ: NFLX) reported a staggering 325 million subscribers, with $45.2 billion in revenue and $13.3 billion in operating income, marking significant growth from 71 million subscribers, $6.8 billion in revenue, and $306 million in operating income in 2015.
Walt Disney’s Competitive Valuation
In contrast, Walt Disney (NYSE: DIS) currently trades at a forward price-to-earnings (P/E) ratio of 14.5, which is 54% lower than Netflix’s 31.4. With a combined 191 million subscribers on Disney+ and Hulu and a projected operating margin increase to 10% for the fiscal year, Disney is positioned as a compelling buy-and-hold candidate in the streaming market through April 2031.
