COMPARE · Reviewed August 7, 2026
ROKU vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. ROKU scored 60.7, WMG scored 77.8 — WMG leads.
Compare another set
ROKU
Roku, Inc.
60.7
$153.11 · $22.7B
fundamentals as of
Score gap
17.1
WMG leads
WMG
Warner Music Group Corp.
77.8
$26.39 · $13.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ROKU
stronger →← stronger
WMG
56
Qualityreturns · margins · balance sheet
75
98
Growthrevenue & earnings expansion
85
41
Valuevaluation vs sector peers
74
WMG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ROKU
WMG
$710mC+
FCF
$836mC+
+18.5%B+
Rev
+12.9%B+
0.19A-
D/E
5.08D
64.9xC
P/E
21.1xB
1.04B+
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
ROKU
WMG
138% above
Price vs fair valuelower is cheaper
28% above
~40%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-67%
1-yr DCF upside
-25%
-58%
5-yr DCF upside
-22%
-41%
10-yr DCF upside
-18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ROKU
Why this score
- Diluting shareholders
WMG
Why this score
- Raising its dividend
The companies
ROKURoku, Inc.
Why now
Entertainment · market cap $22.7b. Trading near 52-week high of $153.53 — momentum setup, limited technical margin of safety. Revenue growing +19%, comfortably above the S&P median. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $158.41 (implying +3% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 64.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 2.04 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 $13.8b. Down 25% 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 $37.41 (implying +42% 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 5.08 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
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.