Photo by wynpnt on Pixabay Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining. Did Amazon Really Have A Better Year Than Netflix? Set the two side by side, and the past twelve months stop reading as a verdict on the business. Netflix turned $48.37 billion of trailing-twelve-month revenue into a 29.7% operating margin, more than twice Amazon's 12.1%, and it grew faster doing it, 16.0% against 15.8%. Amazon's shares returned 7.0% over those twelve months. Netflix's returned -38.9%.
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