---
title: News Corp (Class B) (NWS) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/nws
ticker: NWS
as_of: 2026-10-17
sector: Communication Services
industry: Publishing
---
# News Corp (Class B) (NWS)

News Corp (Class B) (NWS) closed at $32.88 on Oct 16, 2026, overvalued by 20% vs its model value of $27.49 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $32.88 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $27.49 |
| Price vs model | overvalued by 20% vs model |
| Range of that model | $18.81 – $56.20 |
| Market value | $17.7B |
| P/E (fiscal 2026) | 31.9 |
| Net margin (fiscal 2026) | 6.3% |
| Free cash flow (fiscal 2026) | $811.0M |
| Dividend yield (trailing twelve months) | 0.61% |
| Beta | 0.96 |
| Cost of capital (WACC) | 8.58% |
| Business classification | Mature & Stable (Revenue declining (~-5% recent), Moderate margins (6% net margin), Pays dividends, Highly cyclical earnings) |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 0.61% |
| Dividends per share, last 12 months | $0.20 |
| Dividends / free cash flow (fiscal 2026) | 25.2% |
| Raised | — |
| Growth over 5 years | 0.0% a year |
| Latest payment | $0.10, ex-date Sep 9, 2026, paid Oct 7, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 14, 2021 | $0.20 |
| To Sep 13, 2022 | $0.20 |
| To Sep 12, 2023 | $0.20 |
| To Sep 11, 2024 | $0.20 |
| To Sep 10, 2025 | $0.20 |
| Trailing twelve months (to Sep 9, 2026) | $0.20 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $27.49 | $18.81 | $56.20 |
| DCF · Perpetuity growth · 10y | cross check | $28.38 | $19.92 | $55.84 |
| DCF · EBITDA exit · 5y | cross check | $45.41 | $33.02 | $59.98 |
| DCF · EBITDA exit · 10y | cross check | $42.49 | $30.14 | $58.92 |
| P/E · peers | cross check | $19.81 | $5.86 | $33.76 |
| P/E · own history | cross check | $44.31 | $19.30 | $81.80 |
| PEG | sanity check | $29.59 | $29.59 | $29.59 |
| EV/EBITDA · peers | cross check | $46.93 | $34.73 | $87.94 |
| EV/Revenue · peers | cross check | $55.78 | $2.83 | $85.44 |
| Earnings power value | cross check | $2.16 | $1.87 | $2.58 |
| Dividend discount | cross check | $4.43 | $3.05 | $7.21 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 7, 2026 | Thomson Robert J | Chief Executive Officer | Grant / award | 378 | $10,791.9 |
| Oct 7, 2026 | Thomson Robert J | Chief Executive Officer | Grant / award | 123 | $3,511.7 |
| Oct 7, 2026 | Thomson Robert J | Chief Executive Officer | Grant / award | 225 | $6,423.8 |
| Oct 7, 2026 | Chandrashekar Lavanya | Chief Financial Officer | Grant / award | 33 | $942.2 |
| Oct 7, 2026 | Chandrashekar Lavanya | Chief Financial Officer | Grant / award | 61 | $1,741.6 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Oct 16, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1564708/000156470826000230/nws-20261015.htm |
| Oct 15, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1564708/000156470826000222/nws-20261014.htm |
| Oct 14, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1564708/000156470826000221/nws-20261013.htm |
| Oct 13, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1564708/000156470826000220/nws-20261009.htm |
| Oct 9, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1564708/000156470826000219/nws-20261008.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Yacktman | 2026-06-30 | 8,140 | $228,408 |

1 tracked managers in all.

## About

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, N…

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Source: https://sweetvaluelab.com/stocks/nws (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.
