Valuing Internet Streaming Companies

What are important ratios/valuations would you use to value and analyze internet streaming companies (Disney +Netflix, Apple TV).

Used operating margins, solvency ratios, subscriber growth, ARPU.. what else do you guys think is important ?

3 Comments
 
 

solvency ratios would never be used. sales multiple; ev/sales or p/s. just look at comps & growth. Arpu important but user growth more relevant for earlier servies

 

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