WallStSmart

Live Nation Entertainment Inc (LYV)vsWarner Bros Discovery Inc (WBD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Warner Bros Discovery Inc generates 42% more annual revenue ($37.21B vs $26.27B). LYV leads profitability with a 0.5% profit margin vs -4.7%. LYV appears more attractively valued with a PEG of 17.90. LYV earns a higher WallStSmart Score of 54/100 (C-).

LYV

Buy

54

out of 100

Grade: C-

Growth: 8.0Profit: 5.0Value: 3.7Quality: 5.0
Piotroski: 3/9Altman Z: 1.28

WBD

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 3.5Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.70
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LYVFair Value (-2.2%)

Margin of Safety

-2.2%

Fair Value

$147.92

Current Price

$174.13

$26.21 premium

UndervaluedFair: $147.92Overvalued
WBDUndervalued (+57.6%)

Margin of Safety

+57.6%

Fair Value

$65.97

Current Price

$26.30

$39.67 discount

UndervaluedFair: $65.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LYV3 strengths · Avg: 9.3/10
EPS GrowthGrowth
156.2%10/10

Earnings expanding 156.2% YoY

Debt/EquityHealth
-75.9210/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$2.03B8/10

Generating 2.0B in free cash flow

WBD3 strengths · Avg: 9.0/10
EPS GrowthGrowth
226.7%10/10

Earnings expanding 226.7% YoY

Market CapQuality
$64.76B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

LYV4 concerns · Avg: 2.5/10
Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
17.902/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.282/10

Distress zone — elevated risk

WBD4 concerns · Avg: 2.0/10
PEG RatioValuation
216.922/10

Expensive relative to growth rate

Return on EquityProfitability
-5.3%2/10

ROE of -5.3% — below average capital efficiency

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

Free Cash FlowQuality
$-476.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : LYV

The strongest argument for LYV centers on EPS Growth, Debt/Equity, Free Cash Flow.

Bull Case : WBD

The strongest argument for WBD centers on EPS Growth, Market Cap, Price/Book.

Bear Case : LYV

The primary concerns for LYV are Profit Margin, Piotroski F-Score, PEG Ratio. Thin 0.5% margins leave little buffer for downturns.

Bear Case : WBD

The primary concerns for WBD are PEG Ratio, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

LYV profiles as a value stock while WBD is a turnaround play — different risk/reward profiles.

WBD carries more volatility with a beta of 1.55 — expect wider price swings.

LYV is growing revenue faster at 9.4% — sustainability is the question.

LYV generates stronger free cash flow (2.0B), providing more financial flexibility.

Bottom Line

LYV scores higher overall (54/100 vs 48/100). WBD offers better value entry with a 57.6% 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.

Live Nation Entertainment Inc

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Live Nation Entertainment, Inc is an American global entertainment company, founded in 2010, following the merger of Live Nation and Ticketmaster. The company promotes, operates, and manages ticket sales for live entertainment in the United States and internationally. It also owns and operates entertainment venues, and manages the careers of music artists.

Warner Bros Discovery Inc

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Warner Bros. The company is headquartered in New York, New York.

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