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Side-by-side financial comparison of Netflix (NFLX) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
Netflix is the larger business by last-quarter revenue ($12.2B vs $7.9B, roughly 1.5× PBF Energy Inc.). Netflix runs the higher net margin — 43.1% vs 2.5%, a 40.6% gap on every dollar of revenue. On growth, Netflix posted the faster year-over-year revenue change (16.2% vs 11.9%). Over the past eight quarters, Netflix's revenue compounded faster (13.2% CAGR vs -4.9%).
Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original and acquired films and television shows from various genres. It is available internationally in multiple languages.
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
NFLX vs PBF — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $12.2B | $7.9B |
| Net Profit | $5.3B | $200.2M |
| Gross Margin | 51.9% | 3.5% |
| Operating Margin | 32.3% | 3.8% |
| Net Margin | 43.1% | 2.5% |
| Revenue YoY | 16.2% | 11.9% |
| Net Profit YoY | 82.8% | 149.4% |
| EPS (diluted) | $1.23 | $1.65 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $12.2B | $7.9B | ||
| Q4 25 | $12.1B | $7.1B | ||
| Q3 25 | $11.5B | $7.7B | ||
| Q2 25 | $11.1B | $7.5B | ||
| Q1 25 | $10.5B | $7.1B | ||
| Q4 24 | $10.2B | $7.4B | ||
| Q3 24 | $9.8B | $8.4B | ||
| Q2 24 | $9.6B | $8.7B |
| Q1 26 | $5.3B | $200.2M | ||
| Q4 25 | $2.4B | $78.4M | ||
| Q3 25 | $2.5B | $170.1M | ||
| Q2 25 | $3.1B | $-5.2M | ||
| Q1 25 | $2.9B | $-401.8M | ||
| Q4 24 | $1.9B | $-289.3M | ||
| Q3 24 | $2.4B | $-285.9M | ||
| Q2 24 | $2.1B | $-65.2M |
| Q1 26 | 51.9% | 3.5% | ||
| Q4 25 | 45.9% | -1.8% | ||
| Q3 25 | 46.4% | 0.5% | ||
| Q2 25 | 51.9% | -0.8% | ||
| Q1 25 | 50.1% | -5.9% | ||
| Q4 24 | 43.7% | -4.2% | ||
| Q3 24 | 47.9% | -3.4% | ||
| Q2 24 | 45.9% | 0.1% |
| Q1 26 | 32.3% | 3.8% | ||
| Q4 25 | 24.5% | 1.8% | ||
| Q3 25 | 28.2% | 3.7% | ||
| Q2 25 | 34.1% | 0.6% | ||
| Q1 25 | 31.7% | -7.2% | ||
| Q4 24 | 22.2% | -5.2% | ||
| Q3 24 | 29.6% | -4.6% | ||
| Q2 24 | 27.2% | -0.9% |
| Q1 26 | 43.1% | 2.5% | ||
| Q4 25 | 20.1% | 1.1% | ||
| Q3 25 | 22.1% | 2.2% | ||
| Q2 25 | 28.2% | -0.1% | ||
| Q1 25 | 27.4% | -5.7% | ||
| Q4 24 | 18.2% | -3.9% | ||
| Q3 24 | 24.1% | -3.4% | ||
| Q2 24 | 22.5% | -0.7% |
| Q1 26 | $1.23 | $1.65 | ||
| Q4 25 | $-17.14 | $0.74 | ||
| Q3 25 | $5.87 | $1.45 | ||
| Q2 25 | $7.19 | $-0.05 | ||
| Q1 25 | $0.66 | $-3.53 | ||
| Q4 24 | $4.27 | $-2.41 | ||
| Q3 24 | $5.40 | $-2.49 | ||
| Q2 24 | $4.88 | $-0.56 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $12.3B | $541.8M |
| Total DebtLower is stronger | $13.4B | — |
| Stockholders' EquityBook value | $31.1B | $5.7B |
| Total Assets | $61.0B | $14.7B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $12.3B | $541.8M | ||
| Q4 25 | $9.1B | $527.9M | ||
| Q3 25 | $9.3B | $482.0M | ||
| Q2 25 | $8.4B | $590.7M | ||
| Q1 25 | $8.4B | $468.6M | ||
| Q4 24 | $9.6B | $536.1M | ||
| Q3 24 | $9.2B | $976.7M | ||
| Q2 24 | $6.7B | $1.4B |
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.5B | — | ||
| Q3 25 | $14.5B | — | ||
| Q2 25 | $14.5B | — | ||
| Q1 25 | $14.0B | — | ||
| Q4 24 | $13.8B | — | ||
| Q3 24 | $14.2B | — | ||
| Q2 24 | $12.2B | — |
| Q1 26 | $31.1B | $5.7B | ||
| Q4 25 | $26.6B | $5.3B | ||
| Q3 25 | $26.0B | $5.2B | ||
| Q2 25 | $25.0B | $5.1B | ||
| Q1 25 | $24.0B | $5.1B | ||
| Q4 24 | $24.7B | $5.5B | ||
| Q3 24 | $22.7B | $5.9B | ||
| Q2 24 | $22.1B | $6.3B |
| Q1 26 | $61.0B | $14.7B | ||
| Q4 25 | $55.6B | $13.0B | ||
| Q3 25 | $54.9B | $13.0B | ||
| Q2 25 | $53.1B | $13.0B | ||
| Q1 25 | $52.1B | $13.0B | ||
| Q4 24 | $53.6B | $12.7B | ||
| Q3 24 | $52.3B | $13.1B | ||
| Q2 24 | $49.1B | $14.1B |
| Q1 26 | 0.43× | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 0.58× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.55× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.3B | — |
| Free Cash FlowOCF − Capex | $5.1B | — |
| FCF MarginFCF / Revenue | 41.6% | — |
| Capex IntensityCapex / Revenue | 1.6% | 4.0% |
| Cash ConversionOCF / Net Profit | 1.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $11.9B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.3B | — | ||
| Q4 25 | $2.1B | $366.6M | ||
| Q3 25 | $2.8B | $25.7M | ||
| Q2 25 | $2.4B | $191.1M | ||
| Q1 25 | $2.8B | $-661.4M | ||
| Q4 24 | $1.5B | $-329.7M | ||
| Q3 24 | $2.3B | $-68.0M | ||
| Q2 24 | $1.3B | $425.3M |
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.9B | $77.0M | ||
| Q3 25 | $2.7B | $-122.8M | ||
| Q2 25 | $2.3B | $35.0M | ||
| Q1 25 | $2.7B | $-772.4M | ||
| Q4 24 | $1.4B | $-425.7M | ||
| Q3 24 | $2.2B | $-169.8M | ||
| Q2 24 | $1.2B | $371.8M |
| Q1 26 | 41.6% | — | ||
| Q4 25 | 15.5% | 1.1% | ||
| Q3 25 | 23.1% | -1.6% | ||
| Q2 25 | 20.5% | 0.5% | ||
| Q1 25 | 25.2% | -10.9% | ||
| Q4 24 | 13.5% | -5.8% | ||
| Q3 24 | 22.3% | -2.0% | ||
| Q2 24 | 12.7% | 4.3% |
| Q1 26 | 1.6% | 4.0% | ||
| Q4 25 | 2.0% | 4.1% | ||
| Q3 25 | 1.4% | 1.9% | ||
| Q2 25 | 1.4% | 2.1% | ||
| Q1 25 | 1.2% | 1.6% | ||
| Q4 24 | 1.5% | 1.3% | ||
| Q3 24 | 1.3% | 1.2% | ||
| Q2 24 | 0.8% | 0.6% |
| Q1 26 | 1.00× | — | ||
| Q4 25 | 0.87× | 4.68× | ||
| Q3 25 | 1.11× | 0.15× | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.97× | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | 0.98× | — | ||
| Q2 24 | 0.60× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
