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FOX Fox Corporation (Class B)

entertainment · valued with glm-5.2 medium conviction · deep-dived 2026-09-18

STRONG BUY
Intrinsic value$73.18
Price (at call)$58.43
Margin of safety +25.2%
vs market (rating basis) +84.7%

Model unavailable; showing baseline valuation.

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The story

Value drivers

Revenue growth (Y1)4.7%
Terminal growth3.5%
Forecast horizon10y
Target operating margin15.6%
Years to target margin5
Sales-to-capital0.94
Beta0.56
Failure probability0.0%
Cost of capital (WACC)6.9%
Terminal WACC8.5%

Valuation bridge

PV of explicit FCFF11.42B
PV of terminal value22.12B
Equity value30.77B
÷ shares → per share$73.18

News

bearish -0.30 · 8 articles

  • Fox (FOXA) Faces a Deeper DOJ Review of Roku (ROKU). Can the Deal Still Deliver?
  • Why FOX (FOXA) Stock Is Up Today
  • Nike downgraded, Affirm upgraded: Wall Street's top analyst calls
  • Sector Update: Consumer Stocks Fall Late Afternoon
  • DOJ Requests Additional Information Regarding Fox, Roku Deal
  • Market Chatter: Fox, Roku Deal Faces Wider DOJ Antitrust Inquiry
  • News (NWSA) Stock Looks Above Fair Value As Earnings Beat Lifts Shares
  • Maria Bartiromo Out at Fox News

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 17.93B 4.7% 15.6% 2.13B 860.67M 1.27B 1.18B
2 18.76B 4.6% 15.6% 2.22B 875.41M 1.35B 1.18B
3 19.59B 4.4% 15.6% 2.32B 888.47M 1.43B 1.17B
4 20.44B 4.3% 15.6% 2.42B 899.72M 1.52B 1.16B
5 21.29B 4.2% 15.6% 2.52B 909.03M 1.62B 1.15B
6 22.15B 4.0% 15.6% 2.63B 916.28M 1.71B 1.14B
7 23.02B 3.9% 15.6% 2.73B 921.35M 1.81B 1.13B
8 23.88B 3.8% 15.6% 2.83B 924.12M 1.91B 1.12B
9 24.75B 3.6% 15.6% 2.94B 924.49M 2.01B 1.10B
10 25.62B 3.5% 15.6% 3.04B 922.37M 2.12B 1.08B

History

DatePriceIntrinsicMoSRating
2026-09-18$58.43 $73.18 +25.2% STRONG BUY
2026-08-28$60.40 $64.30 +6.5% STRONG BUY
2026-08-10$57.03 $78.48 +37.6% STRONG BUY
2026-07-17$51.08 $56.78 +11.2% STRONG BUY
2026-06-26$44.39 $59.40 +33.8% STRONG BUY
2026-06-23$44.55 $62.72 +40.8% STRONG BUY