Warner Music Group: Solid Executions Should Lead To Closure Of Relative Valuation Gap [Seeking Alpha]
Warner Music Group Corp. - Class A (WMG)
Company Research
Source: Seeking Alpha
Q4 2025 results beat expectations, with revenue up 13% y/y to $1.87B and adj. OIBDA margin at 21.7%. WMG's strategic capital reallocation and operational alignment are delivering structural market share gains and stronger global artist performance. With high-single-digit revenue growth, 150-200 bps margin expansion, and a path to close the valuation gap with UMGNF, WMG's risk/reward setup is compelling. Flashpop/DigitalVision via Getty Images Summary I gave a buy rating to Warner Music Group ( WMG ) last year when I initiated coverage, with my key thesis being that WMG has a solid market position, and it should continue to lead This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).
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WMG
News
- This AI Startup Is Cutting Through Construction Red Tape [Forbes]Forbes
- Warner Music Group (NASDAQ:WMG) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- How Recent Developments Are Rewriting the Story for Warner Music [Yahoo! Finance]Yahoo! Finance
- Has Warner Music Group's Recent 13% Drop Created a Hidden Opportunity for Investors? [Yahoo! Finance]Yahoo! Finance
- Warner Music Group (NASDAQ:WMG) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
WMG
Earnings
- 11/20/25 - Miss
WMG
Sec Filings
- 12/4/25 - Form 4
- 12/1/25 - Form 8-K
- 11/20/25 - Form 10-K
- WMG's page on the SEC website