COMPARE · Data as of August 24, 2026
NFLX vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. NFLX scored 74.0, WMG scored 77.3 — WMG leads.
Compare another set
NFLX
Netflix, Inc.
74
$80.01 · $333.2B
fundamentals as of
Score gap
3.3
WMG leads
WMG
Warner Music Group Corp.
77.3
$27.76 · $14.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestWMG22.2x
- Fastest growthNFLX+16.0%
- Strongest balance sheetNFLX0.55
- Highest qualityNFLX93 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
NFLX
stronger →← stronger
WMG
93
Qualityreturns · margins · balance sheet
74
88
Growthrevenue & earnings expansion
85
50
Valuevaluation vs sector peers
73
NFLX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NFLX
WMG
$11.2bA-
FCF
$836mC+
+16.0%B+
Rev
+12.9%B+
0.55B
D/E
4.53D
25.2xC+
P/E
22.2xB
1.78C+
PEG
0.49A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
NFLX
WMG
164% above
Price vs fair valuelower is cheaper
23% above
~31%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-64%
1-yr DCF upside
-26%
-62%
5-yr DCF upside
-19%
-60%
10-yr DCF upside
-7%
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 $333.2b. Down 37% from 52-week high of $126.71 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 45 sell-side analysts rate this a Buy with a mean 1-yr target of $93.42 (implying +17% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $333.2b 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 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 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 $14.5b. Down 22% from 52-week high of $35.42 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.49 — paying under fair value for the growth rate. 17 sell-side analysts publish a mean 1-yr target of $36.88 (implying +33% upside).
Moat
ROE 79% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 124% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 4.53 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
The model slightly favors WMG for its superior Value pillar score of 74, significantly higher than NFLX's 52. A contrarian might still prefer NFLX for its stronger Quality (93) and Growth (90) pillars, indicating a more robust underlying business. No structural caveats apply as both are in the same sector and use comparable scoring models.
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.
Where NFLX and WMG diverge
On the headline score the gap is 3.3 points in favor of WMG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueNFLX 49.8 · WMG 73.2WMG +23.4
- QualityNFLX 92.8 · WMG 74.5NFLX +18.3
- GrowthNFLX 87.7 · WMG 84.6NFLX +3.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.