COMPARE · Reviewed August 7, 2026
WMG vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. WMG scored 77.8, YELP scored 80.5 — YELP leads.
Compare another set
Different reporting periods. WMG's fundamentals are as of June 2026, but YELP's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
WMG
Warner Music Group Corp.
77.8
$26.44 · $13.8B
fundamentals as of
Score gap
2.7
YELP leads
YELP
Yelp Inc.
80.5
$25.04 · $1.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
WMG
stronger →← stronger
YELP
75
Qualityreturns · margins · balance sheet
88
85
Growthrevenue & earnings expansion
66
74
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
WMG
YELP
$836mC+
FCF
$281mC
+12.9%B+
Rev
+2.1%C
5.08D
D/E
0.25A-
21.2xB
P/E
11.5xA-
0.47A
PEG
0.57A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
WMG
YELP
28% above
Price vs fair valuelower is cheaper
73% below
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-23%/yr
-25%
1-yr DCF upside
+230%
-22%
5-yr DCF upside
+276%
-18%
10-yr DCF upside
+353%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
WMG
Why this score
- Raising its dividend
YELP
Why this score
- Buying back stock
The companies
WMGWarner Music Group Corp.
Why now
Entertainment · market cap $13.8b. Down 25% 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 $37.41 (implying +41% 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 5.08 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.4b. Down 28% from 52-week high of $34.64 — deep drawdown territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.71 (implying +7% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.