iHeartMedia Inc Class A (IHRT)vsSpotify Technology SA (SPOT)
IHRT
iHeartMedia Inc Class A
$1.56
-9.30%
COMMUNICATION SERVICES · Cap: $266.24M
SPOT
Spotify Technology SA
$538.40
-3.07%
COMMUNICATION SERVICES · Cap: $114.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 372% more annual revenue ($18.81B vs $3.99B). SPOT leads profitability with a 15.7% profit margin vs -7.2%. SPOT appears more attractively valued with a PEG of 1.49. SPOT earns a higher WallStSmart Score of 56/100 (C).
IHRT
Hold42
out of 100
Grade: D
SPOT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.9%
Fair Value
$5.80
Current Price
$1.56
$4.24 discount
Margin of Safety
-51.8%
Fair Value
$321.01
Current Price
$538.40
$217.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 153.1% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 31 in profit
Conservative balance sheet, low leverage
Large-cap with strong market position
16.3% revenue growth
Areas to Watch
4.7% revenue growth
Smaller company, higher risk/reward
Operating margin of 3.6%
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 11.3x book value
Earnings declined 24.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : IHRT
The strongest argument for IHRT centers on EPS Growth, Debt/Equity.
Bull Case : SPOT
The strongest argument for SPOT centers on Return on Equity, Debt/Equity, Market Cap. Profitability is solid with margins at 15.7% and operating margin at 13.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : IHRT
The primary concerns for IHRT are Revenue Growth, Market Cap, Operating Margin.
Bear Case : SPOT
The primary concerns for SPOT are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
IHRT profiles as a turnaround stock while SPOT is a growth play — different risk/reward profiles.
IHRT carries more volatility with a beta of 2.29 — expect wider price swings.
SPOT is growing revenue faster at 16.3% — sustainability is the question.
SPOT generates stronger free cash flow (792M), providing more financial flexibility.
Bottom Line
SPOT scores higher overall (56/100 vs 42/100), backed by strong 15.7% margins and 16.3% revenue growth. IHRT offers better value entry with a 37.9% 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.
iHeartMedia Inc Class A
COMMUNICATION SERVICES · BROADCASTING · USA
iHeartMedia, Inc. is a global media and entertainment company. The company is headquartered in San Antonio, Texas.
Spotify Technology SA
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Spotify Technology SA, provides audio streaming services worldwide. The company is headquartered in Luxembourg, Luxembourg.
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