Verdict: Side-by-side breakdown using the Bull Rankings model. ROKU scored 48.3, WMG scored 72.7 — WMG leads.
Compare another set
ROKU
Roku, Inc.
Entertainment · Quality-Growth
48.3
$152.85 · $22.7B
fundamentals as of
Score gap
24.4
WMG leads
WMG
Warner Music Group Corp.
Entertainment · Quality-Growth
72.7
$28.72 · $15.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestWMG23.0x
Fastest growthROKU+18.5%
Strongest balance sheetROKU0.17
Highest qualityWMG74 / 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)
ROKU
stronger →← stronger
WMG
56
Qualityreturns · margins · balance sheet
74
88
Growthrevenue & earnings expansion
85
23
Valuevaluation vs sector peers
61
WMG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ROKU
WMG
$710mC+
FCF
$836mC+
+18.5%B+
Rev
+12.9%B+
0.17A-
D/E
4.53D
65.0xC
P/E
23.0xB
0.60A-
PEG
0.52A-
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
ROKU
WMG
140% above
Price vs fair valuelower is cheaper
37% above
~39%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~16%/yr
-66%
1-yr DCF upside
-33%
-58%
5-yr DCF upside
-27%
-44%
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.
Entertainment · $152.85 · beta 2.05
Why now
Entertainment · market cap $22.7b. 4% off the 52-week high of $159.89. Revenue growing +19%, comfortably above the S&P median. PEG 0.60 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Hold with a mean 1-yr target of $162.33 (implying +6% 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.
Risk
Trailing P/E 65.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 2.05 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.
Entertainment · $28.72 · beta 1.40
Why now
Entertainment · market cap $15.0b. 19% off the 52-week high of $35.42. Revenue growing +13%, comfortably above the S&P median. PEG 0.52 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $37.81 (implying +32% 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.
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 favors WMG with a 76.4 score over ROKU's 63.5, largely due to WMG's superior Value pillar (71 vs 49) and positive signal of raising its dividend. However, a contrarian might prefer ROKU for its higher growth (pillar 92) and stronger balance sheet (D/E 0.17, A-), despite the caution signal of diluting shareholders.
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 ROKU and WMG diverge
On the headline score the gap is 24.4 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.
ValueROKU 23.0 · WMG 61.1WMG +38.1
QualityROKU 55.6 · WMG 74.4WMG +18.8
GrowthROKU 88.2 · WMG 84.6ROKU +3.6
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is WMG or ROKU the better stock?
WMG scores higher: WMG 72.7, ROKU 48.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do WMG and ROKU differ most?
The widest gap is value, where WMG leads by 38 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are WMG and ROKU scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.