Added to YB: 2026-05-26
Pitch date: 2026-03-17
FOXA [bullish]
Fox Corporation
+11.29%
current return
Author Info
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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
$25.4B
Pitch Price
$57.49
Price Target
68.00 (+6%)
Dividend
0.88%
EV/EBITDA
8.08
P/E
16.73
EV/Sales
1.82
Sector
Media
Category
value
Fox Corporation - $FOXA
FOXA: Down 21% YTD on NFL renewal fears overblown. Base case: 1.5x step-up (similar to Paramount) passed to distributors via retrans as historically done. Cable (Fox News) 84% of EBITDA, 90% of EV at 9x, getting TV+Tubi free. Upside: World Cup, political ads, Tubi growth, FoxOne launch. 70%+ EBITDA→FCF conversion, 10% buyback. PT $68 (18% upside), 9x '27 EBITDA.
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