COMPARE · Data as of August 24, 2026
ROKU vs WMG
Verdict: Side-by-side breakdown using the Bull Rankings model. ROKU scored 60.7, WMG scored 77.3 — WMG leads.
Compare another set
ROKU
Roku, Inc.
60.7
$158.87 · $23.6B
fundamentals as of
Score gap
16.6
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 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
92
Growthrevenue & earnings expansion
85
43
Valuevaluation vs sector peers
73
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
67.3xC
P/E
22.4xB
0.89B+
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
ROKU
WMG
147% above
Price vs fair valuelower is cheaper
24% above
~41%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-69%
1-yr DCF upside
-27%
-59%
5-yr DCF upside
-19%
-43%
10-yr DCF upside
-8%
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 $23.6b. Trading near 52-week high of $159.89 — momentum setup, limited technical margin of safety. Revenue growing +19%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $162.33 (implying +2% 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 67.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% 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 $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
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.
Where ROKU and WMG diverge
On the headline score the gap is 16.6 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 43.2 · WMG 73.2WMG +30.0
- QualityROKU 56.1 · WMG 74.5WMG +18.4
- GrowthROKU 92.4 · WMG 84.6ROKU +7.8
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.