COMP <GO>
WMG vs DIS // RETURN ON INVESTED CAPITAL (ROIC)
Warner Music Group Corp. (NASDAQ) VS. Walt Disney Company (NYSE) • 15-METRIC TALLY: WMG 4
— DIS 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WMG
LAST: $30.62 (+0.49%) • MKT CAP: $15.94B
roic
14.30%
LAST: $110.94 (+0.03%) • MKT CAP: $191.51B
roic
10.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WMG VS. DIS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WMG | DIS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.30% | 10.00% | +4.30 | WMG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.4x | 9.1x | +14.30 | DIS | /valuation <GO> |
| Free Cash Flow Yield | 3.38% | 5.26% | -1.88 | DIS | /fcf-yield <GO> |
| Operating Margin | 10.30% | 18.60% | -8.30 | DIS | /operating-margins <GO> |
| Net Profit Margin | 5.40% | 13.10% | -7.70 | DIS | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 3.40% | +1.00 | WMG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.40% | 0.94% | +1.46 | WMG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 2.28 | -0.67 | DIS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | DIS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.3 | 57.9 | -0.60 | DIS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.88 | +0.07 | WMG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 40.6x | 14.3x | +26.30 | DIS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.94B | $191.51B | -$175.57B | DIS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WMG REV | DIS REV | WMG GROSS % | DIS GROSS % | WMG FCF | DIS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.71B | $94.42B | 45.8% | — | $539.0M | $10.08B |
| FY 2024 | $6.43B | $91.36B | 47.8% | — | $638.0M | $8.56B |
| FY 2023 | $6.04B | $88.90B | — | — | $415.3M | $5.87B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WMG // BETA 0.95
DIS // BETA 0.88