COMPARE · Reviewed July 11, 2026
NFLX vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 77.6, WMG scored 73.3 — NFLX leads.
Compare another set
NFLX
Netflix, Inc.
77.6
$73.37 · $308.9B
Score gap
4.3
NFLX leads
WMG
Warner Music Group Corp.
73.3
$28.99 · $15.1B
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
WMG
93
Qualityreturns · margins · balance sheet
71
92
Growthrevenue & earnings expansion
76
54
Valuevaluation vs sector peers
73
NFLX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
WMG
$11.9bA-
FCF
$729mC+
+16.7%B+
Rev
+12.6%B+
0.54B
D/E
5.08D
23.7xB
P/E
34.5xC+
1.48B
PEG
0.53A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
WMG
128% above
Price vs fair valuelower is cheaper
61% above
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~17%/yr
-58%
1-yr DCF upside
-40%
-56%
5-yr DCF upside
-38%
-53%
10-yr DCF upside
-34%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NFLX
Why this score
- Durable high returns
WMG
Why this score
- Raising its dividend
The companies
NFLXNetflix, Inc.
Why now
Entertainment · market cap $308.9b. Down 43% from 52-week high of $127.75 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. 44 sell-side analysts rate this a Buy with a mean 1-yr target of $113.15 (implying +54% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 43% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $308.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.52 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
WMGWarner Music Group Corp.
Why now
Entertainment · market cap $15.1b. 18% off the 52-week high of $35.42. Revenue growing +13%, comfortably above the S&P median. PEG 0.53 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $38.12 (implying +31% upside).
Moat
ROE 61% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 161% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.08 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.