WallStSmart

Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA)vsTKO Group Holdings, Inc. (TKO)

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Smart Verdict

WallStSmart Research — data-driven comparison

TKO Group Holdings, Inc. generates 32% more annual revenue ($5.30B vs $4.02B). FWONA leads profitability with a 5.5% profit margin vs 4.3%. TKO appears more attractively valued with a PEG of 1.44. TKO earns a higher WallStSmart Score of 59/100 (C).

FWONA

Hold

43

out of 100

Grade: D

Growth: 6.7Profit: 5.0Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.93

TKO

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 6.0Value: 3.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FWONAUndervalued (+88.7%)

Margin of Safety

+88.7%

Fair Value

$687.59

Current Price

$87.03

$600.56 discount

UndervaluedFair: $687.59Overvalued
TKOSignificantly Overvalued (-26.7%)

Margin of Safety

-26.7%

Fair Value

$166.08

Current Price

$190.31

$24.23 premium

UndervaluedFair: $166.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FWONA2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

TKO2 strengths · Avg: 9.0/10
Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Revenue GrowthGrowth
18.2%8/10

18.2% revenue growth

Areas to Watch

FWONA4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.934/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

TKO4 concerns · Avg: 3.0/10
Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

Debt/EquityHealth
1.463/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FWONA

The strongest argument for FWONA centers on Price/Book, Revenue Growth. Revenue growth of 18.3% demonstrates continued momentum.

Bull Case : TKO

The strongest argument for TKO centers on Operating Margin, Revenue Growth. Revenue growth of 18.2% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.

Bear Case : FWONA

The primary concerns for FWONA are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 110.7x leaves little room for execution misses.

Bear Case : TKO

The primary concerns for TKO are Return on Equity, Profit Margin, Debt/Equity. A P/E of 65.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

FWONA carries more volatility with a beta of 0.65 — expect wider price swings.

FWONA is growing revenue faster at 18.3% — sustainability is the question.

TKO generates stronger free cash flow (349M), providing more financial flexibility.

Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TKO scores higher overall (59/100 vs 43/100) and 18.2% revenue growth. FWONA offers better value entry with a 88.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Liberty Media Corporation Series A Liberty Formula One Common Stock

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Formula One Group is dedicated to the motorsports business.

Visit Website →

TKO Group Holdings, Inc.

COMMUNICATION SERVICES · ENTERTAINMENT · USA

TKO Group Holdings, Inc. is a sports and entertainment company. The company is headquartered in New York, New York.

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