COMPARE · Data as of August 24, 2026
TLK vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. TLK scored 45.2, WMG scored 77.3 — WMG leads.
Compare another set
TLK
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
45.2
$15.02 · $14.8B
Score gap
32.1
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
- CheapestTLK15.0x
- Fastest growthWMG+12.9%
- Strongest balance sheetTLK0.60
- Highest qualityTLK81 / 100
- Largest discount to fair valueTLK-51%
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)
TLK
stronger →← stronger
WMG
81
Qualityreturns · margins · balance sheet
74
50
Growthrevenue & earnings expansion
85
31
Valuevaluation vs sector peers
73
WMG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TLK
WMG
$2.3bB
FCF
$836mC+
-2.2%D+
Rev
+12.9%B+
0.60B
D/E
4.53D
15.0xB+
P/E
22.2xB
3.57D
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
TLK
WMG
51% below
Price vs fair valuelower is cheaper
23% above
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
+116%
1-yr DCF upside
-26%
+102%
5-yr DCF upside
-19%
+84%
10-yr DCF upside
-7%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TLK
Why this score
- Raising its dividend
- Durable high returns
- Revenue shrinking
- Foreign reporter (IDR)
WMG
Why this score
- Raising its dividend
The companies
TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
Why now
Telecom Services · market cap $14.8b. Down 36% from 52-week high of $23.52 — deep drawdown territory.
Moat
Net margin 12% 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.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 123% of earnings on a 8.1% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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
WMG leads TLK by 32.1 points (77.3 to 45.2), its sharpest advantage coming in PEG (grade A). A contrarian could still prefer TLK, which trades about 51% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — TLK screens as growth, WMG screens as value — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 TLK and WMG diverge
On the headline score the gap is 32.1 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.
- ValueTLK 31.3 · WMG 73.2WMG +41.9
- GrowthTLK 50.0 · WMG 84.6WMG +34.6
- QualityTLK 81.0 · WMG 74.5TLK +6.5
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.