Side by sideApple (AAPL) and Netflix (NFLX)Memos of October 11, 2026 and October 12, 2026
Apple vs Netflix stock: the numbers side by side (October 2026)
How do Apple and Netflix compare?
| Apple AAPL | Netflix NFLX | |
|---|---|---|
| Revenue growth | 6.4%Sep 2025 | 15.9%2025 |
| Operating margin | 32.0%Sep 2025 | 29.5%2025 |
| Free cash flow | 98,767US$ millions · Sep 2025 | 9,461,053US$ thousands · 2025 |
| Free cash flow yield | 2.0%Today (Oct 11, 2026) | 3.2%Today (Oct 12, 2026) |
| Dividend yield | 0.3%Today (Oct 11, 2026) | 0.0%Today (Oct 12, 2026) |
| P/E, last 12 months | 38.6xToday (Oct 11, 2026) | 22.1xToday (Oct 12, 2026) |
| P/E, next 12 months | 35.0xToday (Oct 11, 2026) | 18.5xToday (Oct 12, 2026) |
| Weighted price forecast, about 1 year | 315.27 (-6 %)October 2027 | 65.87 (-6 %)October 2027 |
| Weighted price forecast, about 3 years | 313.03 (-6 %)October 2029 | 90.74 (+29 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Netflix | The higher figure |
| Operating margin | Apple | The higher figure |
| Free cash flow | — | The higher figure |
| Free cash flow yield | Netflix | The higher figure |
| Dividend yield | Apple | The higher figure |
| P/E, last 12 months | Netflix | The lower figure |
| P/E, next 12 months | Netflix | The lower figure |
| Weighted price forecast, about 1 year | — | The higher weighted return |
| Weighted price forecast, about 3 years | Netflix | The higher weighted return |
What does each company do?
Apple sells iPhones, Macs, iPads, wearables and services to consumers and organizations.
Apple (AAPL), from our memo of October 11, 2026 · Apple stock forecast
Netflix sells households recurring access to a changing library of series, films, live programming—shows or events streamed as they happen—podcasts and games.
Netflix (NFLX), from our memo of October 12, 2026 · Netflix stock forecast