COMPARE · Data as of August 24, 2026
NYT vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. NYT scored 66.8, WMG scored 77.3 — WMG leads.
Compare another set
NYT
The New York Times Company
66.8
$68.48 · $11.0B
fundamentals as of
Score gap
10.5
WMG leads
WMG
Warner Music Group Corp.
77.3
$28.02 · $14.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestWMG22.4x
- Fastest growthWMG+12.9%
- Highest qualityNYT83 / 100
- Largest discount to fair valueNYT-1%
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)
NYT
stronger →← stronger
WMG
83
Qualityreturns · margins · balance sheet
74
83
Growthrevenue & earnings expansion
85
43
Valuevaluation vs sector peers
73
WMG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NYT
WMG
$623mC+
FCF
$836mC+
+10.8%B
Rev
+12.9%B+
—
D/E
4.53D
28.5xC+
P/E
22.4xB
3.79D
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
NYT
WMG
1% below
Price vs fair valuelower is cheaper
24% above
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-7%
1-yr DCF upside
-27%
+1%
5-yr DCF upside
-19%
+14%
10-yr DCF upside
-8%
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
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 $11.0b. Down 21% from 52-week high of $87.10 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $77.67 (implying +13% 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 159% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
WMGWarner Music Group Corp.
Why now
Entertainment · market cap $14.7b. Down 21% 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 +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, 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 NYT by 11.7 points (80.2 to 68.5), its sharpest advantage coming in PEG (grade A). A contrarian could still prefer NYT, which trades about 6% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — NYT 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 NYT and WMG diverge
On the headline score the gap is 10.5 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.
- ValueNYT 43.1 · WMG 73.2WMG +30.1
- QualityNYT 83.4 · WMG 74.5NYT +8.9
- GrowthNYT 83.0 · WMG 84.6level
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.