Added to YB: 2025-06-05
Pitch date: 2025-04-16
WBD [bullish]
Warner Bros. Discovery, Inc.
+241.7%
current return
Author Info
No bio for this author
Company Info
Warner Bros. Discovery, Inc. operates as a media and entertainment company worldwide. It operates through three segments: Streaming, Studios, and Global Linear Networks.
Market Cap
$68.0B
Pitch Price
$8.01
Price Target
14.00 (-49%)
Dividend
N/A
EV/EBITDA
13.10
P/E
94.52
EV/Sales
2.72
Sector
Entertainment
Category
value
Warner Bros. Discovery, Inc. - $WBD
WBD: Media co. trading at 6.4x 2025E EBITDA & 15% FCF yield; $14 PT (75% upside). Networks segment declining but $6B EBITDA in 2025 (4x mult = $24B). DTC & Studio EBITDA doubling by 2026. $4B+ annual FCF enables deleveraging from 4.4x to 3x by 2026. Sum-of-parts breakup value ~$18/sh (125% upside).
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