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Held by 304 of 5,944 reporting institutions (94th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $27.95 today, the market must believe free cash flow compounds 13.8%/yr for a decade (off $579M normalized FCF).
The market's 13.8% is more optimistic than its 9-yr track record.
2-stage DCF · 0.52B shares (market data) · net debt $3.5B
mean 10.4% · volatility σ 31% · implied rate exceeded in 4/9 yrs
Central path = implied 13.8%/yr growth; shaded band = ±1σ (31%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 192 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOOG | $4.15T | 31.8× | 27.8× | 10.3× | 15.1% | 59.7% | 32.8% | 31.8% | 28.5% | 0.3× | 4,874 |
| META | $1.72T | 29.1× | 17.1× | 8.6× | 22.2% | 82.0% | 30.1% | 27.8% | 21.9% | 0.6× | 4,839 |
| AMX | $1.40T | — | — | — | — | — | — | — | — | — | 318 |
| CHT | $354.7B | — | — | — | — | — | — | — | — | — | 206 |
| NFLX | $318.0B | 29.8× | 23.7× | 7.0× | 15.9% | 48.5% | 24.3% | 41.3% | 26.7% | 1.1× | 3,458 |
| CCZ | $239.2B | 12.0× | 6.4× | 1.9× | -0.0% | — | 16.2% | 20.6% | 19.4% | 0.2× | 1 |
| VZ | $204.2B | 11.9× | 4.2× | 1.5× | 2.5% | — | 12.4% | 16.2% | 16.2% | 0.0× | 3,122 |
| DIS | $200.2B | 15.4× | 10.3× | 2.1× | 3.4% | — | 13.1% | 11.3% | 8.2% | 1.8× | 2,883 |
| TMUS | $184.2B | 17.1× | 8.3× | 2.1× | 8.5% | — | 12.4% | 18.6% | 7.6% | 2.7× | 1,648 |
| T | $182.0B | 8.3× | 6.8× | 1.4× | 2.7% | — | 17.5% | 17.4% | 8.1% | 3.2× | 2,848 |
| VEON | $127.2B | — | — | — | — | — | — | — | — | — | 97 |
| DASH | $83.1B | 91.3× | 53.5× | 6.1× | 27.9% | — | 6.8% | 9.3% | 9.3% | — | 973 |
| WBD | $70.0B | 97.4× | 15.3× | 1.9× | -5.1% | — | 1.9% | 2.0% | 1.1% | 5.1× | 1,259 |
| EA | $52.6B | 59.7× | 36.1× | 7.0× | 0.9% | 79.0% | 11.8% | 13.1% | 13.1% | — | 998 |
| LYV | $39.6B | — | 25.1× | 1.6× | 8.8% | — | 2.0% | 183% | 5.9% | 5.0× | 779 |
| TTWO | $39.0B | — | 424.4× | 5.9× | 18.2% | 57.2% | -4.5% | -8.5% | -4.9% | 26.7× | 1,011 |
| TWLO | $37.5B | 1172.6× | 107.1× | 7.4× | 13.7% | 48.9% | 0.7% | 0.4% | 0.4% | 2.8× | 776 |
| RDDT | $28.5B | 58.3× | 60.1× | 12.9× | 69.4% | 91.2% | 24.1% | 18.1% | 18.1% | — | 765 |
| FOX | $26.9B | 11.9× | — | 1.6× | 16.6% | — | 14.1% | 19.2% | 12.4% | — | 505 |
| OMC | $24.6B | — | 57.5× | 1.4× | 10.1% | 8.5% | -0.3% | -0.5% | -0.3% | 15.8× | 1,083 |
| ROKU | $22.8B | 261.1× | 530.2× | 4.8× | 15.2% | 43.8% | 1.9% | 3.3% | 3.3% | — | 665 |
| FWONA | $21.5B | — | 39.5× | 4.8× | 22.7% | — | 12.4% | 7.2% | 4.3% | 7.9× | 283 |
| NWS | $18.9B | 16.1× | — | 2.2× | 2.4% | — | 14.0% | 13.4% | 11.0% | — | 304 |
| CHTR | $18.0B | 3.7× | 5.3× | 0.3× | -0.6% | — | 9.1% | 31.1% | 4.5% | 4.5× | 760 |
| TKO | $15.3B | 83.8× | 13.8× | 3.2× | -3.1% | — | 4.1% | 5.2% | 2.6% | 2.9× | 616 |
| WMG | $14.6B | — | 17.0× | 2.2× | 4.4% | 45.8% | 5.4% | 56.4% | 7.7% | 3.8× | 304 |
Peers = companies sharing WMG's sector (Communication Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend takes 71% of free cash flow — sustainable but with limited headroom. Last year: $383M dividends + $16M buybacks = $399M returned on $539M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 8%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~4.4% on $4.1B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 54.2 | 53.7 | 52.3 | 51.7 | 52.0 | 52.6 | 52.2 | 54.2 |
| SG&A | 35.2 | 33.7 | 48.6 | 32.5 | 31.5 | 30.2 | 29.2 | 28.2 |
| Operating Income | 5.4 | 8.0 | -5.1 | 11.5 | 12.1 | 13.1 | 12.8 | 10.3 |
| Income Tax | 3.2 | 0.2 | 0.5 | 2.8 | 3.1 | 2.8 | 1.9 | 1.8 |
| Net Income | 7.7 | 5.7 | -10.6 | 5.7 | 9.3 | 7.1 | 6.8 | 5.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WMG: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.71B 100.0% | $6.43B 100.0% | $6.04B 100.0% | $5.92B 100.0% | $5.30B 100.0% | $4.46B 100.0% | $4.47B 100.0% | $4.00B 100.0% | $3.58B 100.0% | $3.25B 100.0% |
| Cost of Revenue | $3.63B 54.2% | $3.35B 52.2% | $3.18B 52.6% | $3.08B 52.0% | $2.74B 51.7% | $2.33B 52.3% | $2.40B 53.7% | $2.17B 54.2% | $1.93B 54.0% | $1.71B 52.6% |
| Selling, General & Admin | $1.89B 28.2% | $1.88B 29.2% | $1.83B 30.2% | $1.86B 31.5% | $1.72B 32.5% | $2.17B 48.6% | $1.51B 33.7% | $1.41B 35.2% | $1.22B 34.2% | $1.08B 33.3% |
| Total Operating Expenses | $6.01B 89.7% | $5.63B 87.7% | $5.29B 87.6% | $5.21B 87.9% | $4.69B 88.5% | $4.69B 105.1% | $4.12B 92.0% | $3.79B 94.6% | $3.35B 93.8% | $3.03B 93.4% |
| Operating Income | $694.0M 10.3% | $823.0M 12.8% | $790.0M 13.1% | $714.0M 12.1% | $609.0M 11.5% | -$229.0M -5.1% | $356.0M 8.0% | $217.0M 5.4% | $222.0M 6.2% | $214.0M 6.6% |
| Interest Expense | $177.0M 2.6% | $182.0M 2.8% | $157.0M 2.6% | $125.0M 2.1% | $119.0M 2.2% | — | — | — | — | — |
| Other Income (Expense), net | -$42.0M -0.6% | -$61.0M -0.9% | -$36.0M -0.6% | $151.0M 2.6% | -$9.0M -0.2% | -$57.0M -1.3% | $60.0M 1.3% | $394.0M 9.8% | -$40.0M -1.1% | $18.0M 0.6% |
| Pretax Income | $490.0M 7.3% | $601.0M 9.4% | $609.0M 10.1% | $740.0M 12.5% | $456.0M 8.6% | -$447.0M -10.0% | $267.0M 6.0% | $442.0M 11.0% | -$2.0M -0.1% | $41.0M 1.3% |
| Income Tax Expense | $120.0M 1.8% | $123.0M 1.9% | $170.0M 2.8% | $185.0M 3.1% | $149.0M 2.8% | $23.0M 0.5% | $9.0M 0.2% | $130.0M 3.2% | -$151.0M -4.2% | $11.0M 0.3% |
| Net Income | $365.0M 5.4% | $435.0M 6.8% | $430.0M 7.1% | $551.0M 9.3% | $304.0M 5.7% | -$475.0M -10.6% | $256.0M 5.7% | $307.0M 7.7% | $143.0M 4.0% | $25.0M 0.8% |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position