COMPARE · Reviewed August 3, 2026
NYT vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. NYT scored 63.2, WMG scored 74.1 — WMG leads.
Compare another set
NYT
The New York Times Company
63.2
$75.40 · $12.2B
fundamentals as of
Score gap
10.9
WMG leads
WMG
Warner Music Group Corp.
74.1
$25.60 · $13.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
NYT
stronger →← stronger
WMG
83
Qualityreturns · margins · balance sheet
72
82
Growthrevenue & earnings expansion
76
37
Valuevaluation vs sector peers
75
NYT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NYT
WMG
$542mC+
FCF
$729mC+
+10.4%B
Rev
+12.6%B+
0.02A
D/E
5.08D
32.4xC+
P/E
30.5xC+
3.79D
PEG
0.47A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NYT
WMG
19% above
Price vs fair valuelower is cheaper
42% above
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-25%
1-yr DCF upside
-33%
-16%
5-yr DCF upside
-30%
-1%
10-yr DCF upside
-26%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NYT
Why this score
- Raising its dividend
WMG
Why this score
- Raising its dividend
The companies
NYTThe New York Times Company
Why now
Publishing · market cap $12.2b. 13% off the 52-week high of $87.10. Revenue growing +10%, comfortably above the S&P median. 9 sell-side analysts publish a mean 1-yr target of $83.44 (implying +11% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 142% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
WMGWarner Music Group Corp.
Why now
Entertainment · market cap $13.4b. Down 28% from 52-week high of $35.42 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.47 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $37.71 (implying +47% 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 30x 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.