News Corporation — Intrinsic Value & Fair Price

NWS

NASDAQCommunication ServicesPublishingCIK 0001564708newscorp.comAbout NWS

Last close · Oct 16, 202632.88−0.18 (−0.54%)

Market cap$17.7B

Model value · DCF · Perpetuity growth · 5y

27.49

News Corp (Class B) closed at $32.88 — overvalued by 20% vs model.

18.81the model's range56.20

DCF · Perpetuity growth · 5y leads for mature & stable — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.

Other models

2.16 – 55.78

Wall St. target

—

Above model, 1y

9 of 20 days

Price and model value

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What the marks mean

Daily close

Valuation models

price $32.88 · as of Oct 17, 2026

DCF · Perpetuity growth · 5yused18.81 – 56.2027.4920% overvalued DCF · Perpetuity growth · 10y19.92 – 55.8428.3816% overvalued DCF · EBITDA exit · 5y33.02 – 59.9845.4128% undervalued DCF · EBITDA exit · 10y30.14 – 58.9242.4923% undervalued P/E · peers5.86 – 33.7619.8166% overvalued P/E · own history19.30 – 81.8044.3126% undervalued PEG—29.5911% overvalued EV/EBITDA · peers34.73 – 87.9446.9330% undervalued EV/Revenue · peers2.83 – 85.4455.7841% undervalued Earnings power value1.87 – 2.582.161422% overvalued Dividend discount3.05 – 7.214.43642% overvalued Cost of capital (WACC)—8.58%—

DCF · Perpetuity growth · 5y leads for mature & stable — positive operating income and three years of positive free cash flow. How we value a stock walks through every input.

engine pkg:0.1.0

Dividends

Semi-Annual · as of Oct 16, 2026

Yield, trailing 12 months

0.61%

Past 2 years

low 0.57%high 0.78%

Dividends per share, a year at a time

Dividends / free cash flow, FY2026: 25.2%
Raised: —
Growth, 5 yrs: 0.0% a year
Last change: —

Every payment, with ex-dates · latest $0.10, paid Oct 7, 2026

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How it is valued

Valued asMature & Stable

Revenue declining (~-5% recent)Moderate margins (6% net margin)Pays dividendsHighly cyclical earnings

What growth the price implies: the reverse DCF

Key figures

FY2026

P/E

31.9×

EV / EBITDA

11.5×

FCF yield

4.4%

Dividend yield, TTM

0.61%

Beta

0.96

Cost of capital (WACC)

8.58%

Full financials

Superinvestors

13F · Q2 2026

YacktmanYacktman Asset Management LP$228,408

All 1 holders

Analyst actions

third-party, quoted

01-24Loop Capital · “Buy” from “Hold”upgrade

07-27Macquarie · “Neutral” from “Outperform”downgrade

07-25UBS · “Buy” from “Neutral”upgrade

Ratings, targets and estimates

Recent

filings, insider trades and key news

10-168-K · 8.01Other Events 10-158-K · 8.01Other Events 10-148-K · 8.01Other Events 10-138-K · 8.01Other Events 10-098-K · 8.01Other Events 10-07Form 4 · AThomson Robert J · 378 sh@ 28.55

133 filings · 40 insider transactions

Comparable companies

by business, not by industry label

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The weekly

One email a week across every stock we cover: 13F filings, insider trades, earnings and new research. It covers the whole market, not just NWS. No account.

About News Corp (Class B)

News Corporation stands as a leading global enterprise in media and information services, dedicated to creating and distributing compelling, authoritative content, alongside a variety of products and services, for consumers and businesses worldwide. Its extensive operations are segmented into six core areas: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. The company disseminates a rich array of content and data products, including renowned titles like The Wall Street Journal, Barron's, MarketWatch, and Factiva, through diverse mediums such as print newspapers, websites, mobile applications, proprietary databases, video, and podcasts. Its portfolio encompasses numerous daily, Sunday, weekly, and bi-weekly newspapers, notably The Australian, The Times, and the New York Post, along with their digital counterparts. Furthermore, News Corp is active in book publishing, offering general fiction, non-fiction, children's, and religious titles. It also supplies sports, entertainment, and news programming to pay-TV and streaming subscribers, as well as commercial partners, often securing broadcasting rights for live athletic events. The company additionally provides property-related advertising and online real estate services via its digital platforms and mobile apps, alongside offering financial services. Established in 2012, News Corporation is headquartered in New York, New York.

CEO: Robert J. Thomson
Headquarters: New York City, NY
Employees: 21,700
IPO: 2013-06-19

Full company profile

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.