SiriusXM vs Warner Bros. Discovery
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KIRA’s take AI analyst
I put SiriusXM and Warner Bros. Discovery side by side, using each one’s latest annual report. Here is what stands out:
- Warner Bros. Discovery is the larger business, with $37.3B of revenue in fiscal 2025 against $8.6B for SiriusXM, about 4.4 times as much.
- SiriusXM grew revenue faster (−1.6%, against −5.2%).
- SiriusXM kept more of each dollar of sales as operating profit (17.2% operating margin, against 2.0%).
- SiriusXM turned more of its sales into free cash flow (14.6% FCF margin, against 8.3%).
- SiriusXM earned a higher return on the capital invested in it (5.3%, against 0.6%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
SiriusXM
SIRI
6/10
Revenue growthOperating marginNet marginFCF marginReturn on capitalReturn on equity
Warner Bros. Discovery
WBD
4/10
5-year growthPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | SIRI FY25 | WBD FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.4B | $79.7B |
| Revenue | $8.6B | $37.3B |
| Free cash flow | $1.2B | $3.1B |
| Net income | $805M | $727M |
| Growth | ||
| Revenue growth | −1.6% | −5.2% |
| 5-year growth | 1.3% | 28.4% |
| Share count change | 5.6% | 3.3% |
| Profitability | ||
| Gross margin | 52.4% | — |
| Operating margin | 17.2% | 2.0% |
| Net margin | 9.4% | 2.0% |
| FCF margin | 14.6% | 8.3% |
| Return on capital | 5.3% | 0.6% |
| Return on equity | 7.1% | 2.1% |
| Balance sheet | ||
| Net debt | $9.6B | $28.7B |
| Net debt / EBITDA | 5.1x | 4.5x |
| Dividends and buybacks | $501M | $0.0M |
| Valuation & quality | ||
| P/E | 11.0x | — |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.