COMPARE · Reviewed August 3, 2026
VSNT vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. VSNT scored 64.7, WMG scored 74.1 — WMG leads.
Compare another set
Different reporting periods. WMG's fundamentals are as of March 2026, but VSNT's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
VSNT
Versant Media Group, Inc.
64.7
$36.48 · $5.2B
fundamentals as of
Score gap
9.4
WMG leads
WMG
Warner Music Group Corp.
74.1
$25.60 · $13.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
VSNT
stronger →← stronger
WMG
76
Qualityreturns · margins · balance sheet
72
41
Growthrevenue & earnings expansion
76
87
Valuevaluation vs sector peers
75
VSNT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
VSNT
WMG
$1.9bC+
FCF
$729mC+
-5.3%D
Rev
+12.6%B+
0.36B+
D/E
5.08D
6.1xA
P/E
30.5xC+
0.60A-
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
VSNT
WMG
88% below
Price vs fair valuelower is cheaper
42% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
+542%
1-yr DCF upside
-33%
+744%
5-yr DCF upside
-30%
+1161%
10-yr DCF upside
-26%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
VSNT
Why this score
- Short track record
WMG
Why this score
- Raising its dividend
The companies
VSNTVersant Media Group, Inc.
Why now
Entertainment · market cap $5.2b. Down 38% from 52-week high of $59.00 — deep drawdown territory. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.60 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $44.00 (implying +21% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 199% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.