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Added to YB: 2025-07-22

Pitch date: 2025-07-20

FOXA [bullish]

Fox Corporation

+27.21%

current return

Author Info

Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.

Company Info

Fox Corporation operates as a news, sports, and entertainment company in the United States. It operates in four segments: Cable Network Programming, Television, Credible, and The FOX Studio Lot.

Market Cap

$27.4B

Pitch Price

$55.99

Price Target

72.00 (+1%)

Dividend

0.85%

EV/EBITDA

8.34

P/E

14.74

EV/Sales

1.86

Sector

Media

Category

value

Show full summary:
Fox Corp ($FOXA): Unlocking Hidden Value in Gambling & Streaming

FOXA: Fox undervalued at 12.7x 2027 FCF vs peers 14-24x. Hidden assets: 1) Tubi (2.2% US TV share) outviews Paramount+/Peacock 2) 18.6% FanDuel option + 2.4% Flutter stake worth $12.34/share by 2027. Sports/news resist cord-cutting. PT $72 (20-29% upside) at 13.5x FCF + gambling assets.

Read full article (8 min)