Added to YB: 2025-08-13
Pitch date: 2025-08-12
NWSA [neutral]
News Corporation
-9.03%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
News Corporation, a media and information services company, creates and distributes authoritative and engaging content, and other products and services for consumers and businesses.
Market Cap
$15.3B
Pitch Price
$28.82
Price Target
N/A
Dividend
0.76%
EV/EBITDA
12.77
P/E
31.50
EV/Sales
1.96
Sector
Media
Category
value
Update on News Corporation
NWSA (update): $1bn buyback driving value unlock for undervalued assets. REA (50% of EBITDA) grew rev 15%/EBITDA 18% YoY. Dow Jones posted 10% earnings growth, 90bps margin expansion, WSJ added record 200k subs. Ex-REA stake trades at 11x EV/EBIT (50% discount to peers) despite ~10% earnings growth.
Read full article (1 min)