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Added to YB: 2024-03-05

Pitch date: 2024-03-03

WBD [bullish]

Warner Bros. Discovery, Inc.

+248.6%

current return

Author Info

Company Info

Warner Bros. Discovery, Inc. operates as a media and entertainment company worldwide. It operates through three segments: Studios, Network, and DTC.

Market Cap

$73.2B

Pitch Price

$8.60

Price Target

16.22 (-46%)

Dividend

N/A

EV/EBITDA

12.67

P/E

152.12

EV/Sales

2.74

Sector

Entertainment

Category

turnaround

Show full summary:
Warner Bros. Discovery Stock - Catching a Falling Knife

WBD hit new lows on Q4 results: $400M net loss, 7% rev drop, $1.7B writedown. But strong $6.2B '23 FCF cut debt to $44.2B (3.9x EBITDA). Met '23 goals; no '24 FCF guide. DTC EBITDA >$1B by '25 target. Undervalued: 0.5x book, 10x FCF, 1.5x sales. $21B mkt cap, $65B EV too low for top media co. Financially strong for debt paydown & growth investing.

Read full article (4 min)