Warner Music Group Corp.

NasdaqGS:WMG 주식 리포트

시가총액: US$17.9b

Warner Music Group 향후 성장

Future 기준 점검 4/6

Warner Music Group (는) 각각 연간 24.8% 및 5.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 54.5% 로 예상됩니다.

핵심 정보

24.8%

이익 성장률

25.15%

EPS 성장률

Entertainment 이익 성장22.3%
매출 성장률5.3%
향후 자기자본이익률54.50%
애널리스트 커버리지

Good

마지막 업데이트12 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 15

WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics

Narrative Update on Warner Music Group Analysts have lifted Warner Music Group's implied fair value by about $2 per share, with higher Street price targets reflecting updated assumptions for slightly lower revenue growth and profit margins, a modestly reduced discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research on Warner Music Group shows a mix of optimism reflected in higher price targets and caution around long term disruption risk, especially from AI driven changes in music creation and consumption.
분석 기사 • May 14

We Like Warner Music Group's (NASDAQ:WMG) Earnings For More Than Just Statutory Profit

Shareholders appeared to be happy with Warner Music Group Corp.'s ( NASDAQ:WMG ) solid earnings report last week. This...
내러티브 업데이트 • Apr 29

WMG: AI Catalog Risk Will Ultimately Support Future Content Economics

Analysts have made a modest upward tweak to the Warner Music Group price target, with a roughly $0.06 adjustment reflecting slightly refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, while also weighing mixed recent target changes and the rising debate about AI related risks to major music labels. Analyst Commentary Recent Street research on Warner Music Group reflects a mixed backdrop, with modest price target moves and a growing focus on how AI could influence long term economics for major labels.
내러티브 업데이트 • Apr 15

WMG: AI Catalog Risk Will Ultimately Support Long Term Content Economics

Analysts have trimmed their average price target on Warner Music Group by about $0.12 to $36.12, reflecting slightly lower assumed P/E multiples and discount rates, along with a marginally higher profit margin outlook and ongoing debate about AI risk to major labels. Analyst Commentary Recent research on Warner Music Group presents a mix of optimism about the long term role of major labels and caution around valuation and emerging risks such as AI driven music generation.
새로운 내러티브 • Apr 07

Streaming And AI Partnerships Will Redefine This Music Powerhouse’s Long Term Earnings Potential

Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music and music publishing operations across major artists, songwriters and catalogs. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Mar 31

WMG: AI Catalog Risks Will Ultimately Support Long Term Content Economics

Analysts have nudged their price targets for Warner Music Group lower by a few dollars, citing updated assumptions that combine slightly higher growth expectations with pressure on profit margins and fresh concerns around AI related catalog and market share risks. Analyst Commentary Recent research highlights a mix of optimism about Warner Music Group's growth potential and concern around how new technologies, especially AI, could affect long term value and market share.
새로운 내러티브 • Mar 24

AI Partnerships And Catalog Acquisitions Will Struggle Before Eventually Supporting Healthier Margins

Catalysts About Warner Music Group Warner Music Group is a global music company with recorded music, music publishing and catalog monetization businesses. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Mar 22

Warner Music Group: Even At 52-Week Lows, I Still Have Concerns

Summary Warner Music Group faces structural headwinds as streaming growth slows, the cultural relevance of new music declines, and AI-generated content threatens royalty streams. WMG's adjusted earnings paint an optimistic picture, but GAAP earnings have stalled out. Heavy debt load and limited operating leverage raise concerns about the sustainability of future shareholder returns. I have a hold rating for Warner; the price has corrected, but fundamental business challenges and weak GAAP profitability limit upside. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 11

WMG: AI Exposures Will Ultimately Support Stronger Long Term Catalog Economics

Narrative Update on Warner Music Group The implied analyst price target for Warner Music Group is now held around $37.44, with analysts citing a slightly higher required return and AI related risks to major labels, alongside mixed recent views on the stock, including a modest $1 target trim from Citi and a bullish initiation from MoffettNathanson. Analyst Commentary Recent research on Warner Music Group highlights a mix of optimism around the long term role of major labels and caution around the impact of AI on recorded music economics and catalog value.
내러티브 업데이트 • Feb 25

WMG: AI Threats Will Ultimately Support Stronger Long Term Cash Generation

Analysts have slightly trimmed their price target on Warner Music Group to $37.44, reflecting a modestly higher discount rate and a small uptick in expected profit margin, while also factoring in fresh views on AI related risks and recent mixed research commentary. Analyst Commentary Recent research on Warner Music Group reflects a mix of optimism around the core business and caution around emerging risks, especially related to AI generated music.
내러티브 업데이트 • Feb 10

WMG: AI Licensing Deals Will Support Stronger Long Term Cash Generation

Analysts now see a slightly lower fair value for Warner Music Group, trimming their price target by about US$0.22 as they factor in updated assumptions on revenue growth, margins, and a more conservative future P/E multiple, while still referencing recent mixed research that includes a new bullish initiation and a modest target cut from the Street. Analyst Commentary Bullish Takeaways Bullish analysts see room for Warner Music Group to execute on its growth plans, which they factor into a supportive long term earnings profile and a constructive P/E framework.
내러티브 업데이트 • Jan 27

WMG: AI Licensing And Pricing Power Will Support Stronger Long Term Cash Generation

Analysts have trimmed their average price target on Warner Music Group by about $0.10 to roughly $37.67. This reflects slightly updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples, while taking into account both recent target moves at major firms and a broadly constructive view on the long term pricing opportunity in music.
내러티브 업데이트 • Jan 12

WMG: Pricing Power And AI Licensing Deals Will Support Stronger Cash Generation

Analysts have raised their price target on Warner Music Group to $38 from $35, citing what they describe as a growing pricing opportunity in music. This view accompanies only modest adjustments to assumptions such as discount rate, revenue growth, profit margins and future P/E in updated models.
분석 기사 • Jan 07

Should You Think About Buying Warner Music Group Corp. (NASDAQ:WMG) Now?

Today we're going to take a look at the well-established Warner Music Group Corp. ( NASDAQ:WMG ). The company's stock...
내러티브 업데이트 • Dec 27

WMG: Flexible Pricing And AI Deals Will Drive Stronger Future Cash Flows

Analysts have nudged their price target on Warner Music Group up by $3 to $38 per share, citing a favorable shift in the music industry toward flexible, higher-pricing opportunities that they believe will unlock greater value from the company’s catalog and new releases. Analyst Commentary Analysts view the latest price target increase as a signal that the market is beginning to better appreciate Warner Music Group's leverage to evolving industry economics, particularly around pricing and catalog monetization.
내러티브 업데이트 • Dec 12

WMG: Flexible Pricing And AI Licensing Will Drive Stronger Future Cash Flows

Analysts have raised their price target on Warner Music Group to 38 dollars from 35 dollars, citing growing confidence that the music industry's shift toward flexible, pricing-driven growth will unlock greater value from its catalog and new releases. Analyst Commentary Bullish analysts argue that Warner Music Group is well positioned to benefit as the music industry shifts away from a pure volume-growth mindset toward a more deliberate, pricing-led model that can unlock higher returns from both new releases and its existing catalog.
내러티브 업데이트 • Nov 27

WMG: Accelerating Streaming And AI Licensing Will Drive Greater Profitability

Analysts have raised their average price target for Warner Music Group to $38.00 from $35.00. They cite improving profit margins, accelerating streaming growth, and expectations for higher music pricing as factors that could drive future value.
내러티브 업데이트 • Nov 06

WMG: Streaming Expansion and Industry Pricing Will Drive Further Upside

Analysts have raised their price target on Warner Music Group from $37.72 to $38.00 per share. They cite ongoing growth in streaming subscriptions, expanding profit margins, and new pricing opportunities within the music industry.
내러티브 업데이트 • Oct 23

Analysts Boost Warner Music Group Price Target Amid Streaming Growth and Valuation Revisions

Analysts have raised their price target for Warner Music Group. Valuation estimates have increased by approximately $0.33 to reflect expected benefits from rising streaming subscriptions, cost efficiencies, and ongoing margin expansion.
내러티브 업데이트 • Oct 09

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Analysts have increased their price target for Warner Music Group by $0.61 to $37.39. They cite accelerated streaming subscription growth, successful cost reductions, and expectations for continued margin expansion as key factors behind their positive outlook.
분석 기사 • Sep 30

Is Warner Music Group (NASDAQ:WMG) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 • Sep 25

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Warner Music Group’s analyst price target saw a modest upward revision, driven by accelerating streaming subscription growth, cost-reduction initiatives expanding margins, and expected industry-wide music price increases, resulting in a new consensus fair value of $36.78. Analyst Commentary Bullish analysts highlight accelerating streaming subscription growth, driving topline performance.
내러티브 업데이트 • Sep 10

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Analysts have raised their price target for Warner Music Group, citing outperformance in subscription growth, anticipated benefits from wholesale music pricing increases, and operational efficiencies from reinvestment initiatives, resulting in a modest upward revision of the consensus target from $35.82 to $36.29. Analyst Commentary Bullish analysts see record labels—including Warner Music—well positioned to benefit from anticipated increases in wholesale music pricing, presenting an attractive industry investment opportunity.
내러티브 업데이트 • Aug 10

Global Internet Expansion And Digital Monetization Will Unlock Future Upside

Warner Music Group's consensus price target has increased, driven by a substantial rise in net profit margin alongside a marked reduction in its future P/E ratio, raising fair value from $33.06 to $35.65. What's in the News Warner Music Group declared a regular quarterly cash dividend of $0.19 per share on Class A and Class B common stock.
분석 기사 • Jul 28

What You Can Learn From Warner Music Group Corp.'s (NASDAQ:WMG) P/E

With a price-to-earnings (or "P/E") ratio of 36.4x Warner Music Group Corp. ( NASDAQ:WMG ) may be sending very bearish...
분석 기사 • Jun 26

Warner Music Group Corp.'s (NASDAQ:WMG) Intrinsic Value Is Potentially 27% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Warner Music Group fair value estimate is US$33.19 Warner...
Seeking Alpha • Feb 10

Warner Music Group: Strategic Moves To Strengthen Its Catalog And Unlock Premium Revenue

Summary WMG is part of a music industry oligopoly, competing mainly with Universal Music and Sony Music, giving it an advantage over smaller independent labels. The acquisition of Tempo Music expands WMG’s song catalog, boosting its publishing revenue and control over songwriter rights. A Spotify deal aims to monetize "superfans" through premium subscription plans, but its success is uncertain due to a lack of industry precedent. FX fluctuations pose a risk, but WMG’s strong profitability margins suggest resilience despite currency headwinds. WMG appears undervalued based on EV/EBITDA, with a better entry point near horizontal support for a potential technical rebound. Read the full article on Seeking Alpha
Seeking Alpha • Nov 23

Downgrading Warner Music Group As Spotify And Live Nation Strike A Chord

Summary Warner Music Group's Q4 earnings report failed to impress, leading to a significant stock drop and highlighting concerns about its competitive position in the music industry. Despite solid revenue growth and a $100M share buyback, WMG struggles as industry peers like Spotify and Live Nation capture investor mind share. Analysts question WMG's ability to leverage pricing strategy and product innovation to boost growth, with management's responses lacking concrete, exciting plans. WMG's potential in emerging markets like India and artist successes are promising, but insufficient to drive immediate stock performance improvement; downgraded to hold. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

Warner Music Group: Serving The Middle Class Artists

Summary Warner Music Group offers significant advantages over independent labels by heavily investing in artists’ production, marketing, and tours. WMG shows consistent revenue growth, but high royalty and marketing costs depress its bottom line, though it remains positive. Increased royalty payouts due to streaming platforms empower artists, but major labels like WMG are still essential for long-term career success. The company focuses on nurturing middle-class artists, which could increase demand for its services as streaming technologies improve. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:WMG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/20288,1861,0481,1761,30213
9/30/20277,7129271,0351,13316
9/30/20267,2807669241,04515
3/31/20267,129447197843N/A
12/31/20256,881302479786N/A
9/30/20256,707361344678N/A
6/30/20256,469293391751N/A
3/31/20256,334446535893N/A
12/31/20246,344505501793N/A
9/30/20246,426429451754N/A
6/30/20246,382539483788N/A
3/31/20246,392522466746N/A
12/31/20236,297461496771N/A
9/30/20236,037424446687N/A
6/30/20235,948420562755N/A
3/31/20235,816423579772N/A
12/31/20225,793479641822N/A
9/30/20225,919544416742N/A
6/30/20225,798426232564N/A
3/31/20225,70636352492N/A
12/31/20215,580389167598N/A
9/30/20215,30130064638N/A
6/30/20215,05127020586N/A
3/31/20214,721-310174618N/A
12/31/20204,542-500113554N/A
9/30/20204,463-476338463N/A
6/30/20204,461-384323438N/A
3/31/20204,509149349465N/A
12/31/20194,528290N/A386N/A
9/30/20194,475256N/A400N/A
6/30/20194,390152N/A409N/A
3/31/20194,290459N/A388N/A
12/31/20184,163389N/A381N/A
9/30/20184,005307N/A425N/A
6/30/20183,883282N/A491N/A
3/31/20183,842103N/A445N/A
12/31/20173,704125N/A515N/A
9/30/20173,576143N/A535N/A
6/30/20173,500178N/A444N/A
3/31/20173,39428N/A396N/A
12/31/20163,31420N/A437N/A
9/30/20163,24625N/A342N/A
6/30/20163,1556N/A311N/A
3/31/20163,054-29N/A252N/A
12/31/20152,986-22N/A248N/A
9/30/20152,966-91N/A222N/A
6/30/20152,987-94N/A207N/A

애널리스트 향후 성장 전망

수입 대 저축률: WMG 의 연간 예상 수익 증가율(24.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: WMG 의 연간 수익(24.8%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: WMG 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: WMG 의 수익(연간 5.3%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: WMG 의 수익(연간 5.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WMG의 자본 수익률은 3년 후 54.5%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 12:41
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Warner Music Group Corp.는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kannan VenkateshwarBarclays
Todd JuengerBernstein
Ian MooreBernstein