FOX CORP - CLASS B (FOX) Stock Fundamental Analysis
NASDAQ:FOX - Nasdaq - US35137L2043 - Common Stock - Currency: USD
Overall FOX gets a fundamental rating of 7 out of 10. We evaluated FOX against 97 industry peers in the Media industry. Both the health and profitability get an excellent rating, making FOX a very profitable company, without any liquidiy or solvency issues. A decent growth rate in combination with a cheap valuation! Better keep an eye on FOX. These ratings could make FOX a good candidate for value and quality investing.
1. Profitability
1.1 Basic Checks
FOX had positive earnings in the past year.
In the past year FOX had a positive cash flow from operations.
FOX had positive earnings in each of the past 5 years.
Each year in the past 5 years FOX had a positive operating cash flow.
1.2 Ratios
FOX has a Return On Assets of 7.98%. This is amongst the best in the industry. FOX outperforms 90.72% of its industry peers.
FOX has a Return On Equity of 16.18%. This is amongst the best in the industry. FOX outperforms 86.60% of its industry peers.
Looking at the Return On Invested Capital, with a value of 11.30%, FOX belongs to the top of the industry, outperforming 90.72% of the companies in the same industry.
FOX had an Average Return On Invested Capital over the past 3 years of 10.04%. This is above the industry average of 7.59%.
The last Return On Invested Capital (11.30%) for FOX is above the 3 year average (10.04%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.98% | ||
| ROE | 16.18% | ||
| ROIC | 11.3% |
ROA(3y)5.98%
ROA(5y)6.38%
ROE(3y)12.19%
ROE(5y)13.16%
ROIC(3y)10.04%
ROIC(5y)9.89%
1.3 Margins
With an excellent Profit Margin value of 11.58%, FOX belongs to the best of the industry, outperforming 85.57% of the companies in the same industry.
In the last couple of years the Profit Margin of FOX has declined.
The Operating Margin of FOX (19.03%) is better than 88.66% of its industry peers.
In the last couple of years the Operating Margin of FOX has declined.
Looking at the Gross Margin, with a value of 34.54%, FOX is in line with its industry, outperforming 49.48% of the companies in the same industry.
In the last couple of years the Gross Margin of FOX has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 19.03% | ||
| PM (TTM) | 11.58% | ||
| GM | 34.54% |
OM growth 3Y-6.11%
OM growth 5Y-3.65%
PM growth 3Y-13.61%
PM growth 5Y-5.18%
GM growth 3Y-2.5%
GM growth 5Y-0.38%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), FOX is creating some value.
Compared to 1 year ago, FOX has less shares outstanding
FOX has less shares outstanding than it did 5 years ago.
The debt/assets ratio for FOX has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 2.81 indicates that FOX is not a great score, but indicates only limited risk for bankruptcy at the moment.
FOX has a better Altman-Z score (2.81) than 77.32% of its industry peers.
The Debt to FCF ratio of FOX is 3.02, which is a good value as it means it would take FOX, 3.02 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 3.02, FOX belongs to the top of the industry, outperforming 84.54% of the companies in the same industry.
A Debt/Equity ratio of 0.57 indicates that FOX is somewhat dependend on debt financing.
FOX's Debt to Equity ratio of 0.57 is in line compared to the rest of the industry. FOX outperforms 53.61% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 3.02 | ||
| Altman-Z | 2.81 |
ROIC/WACC1.44
WACC7.86%
2.3 Liquidity
FOX has a Current Ratio of 2.45. This indicates that FOX is financially healthy and has no problem in meeting its short term obligations.
FOX's Current ratio of 2.45 is amongst the best of the industry. FOX outperforms 82.47% of its industry peers.
FOX has a Quick Ratio of 2.33. This indicates that FOX is financially healthy and has no problem in meeting its short term obligations.
FOX has a better Quick ratio (2.33) than 81.44% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.45 | ||
| Quick Ratio | 2.33 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 29.71% over the past year.
Measured over the past years, FOX shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.16% on average per year.
The Revenue has grown by 15.70% in the past year. This is quite good.
The Revenue has been growing slightly by 4.18% on average over the past years.
EPS 1Y (TTM)29.71%
EPS 3Y6.02%
EPS 5Y8.16%
EPS Q2Q%0.92%
Revenue 1Y (TTM)15.7%
Revenue growth 3Y2.69%
Revenue growth 5Y4.18%
Sales Q2Q%26.81%
3.2 Future
The Earnings Per Share is expected to grow by 10.42% on average over the next years. This is quite good.
The Revenue is expected to grow by 3.14% on average over the next years.
EPS Next Y34.3%
EPS Next 2Y12.38%
EPS Next 3Y12.27%
EPS Next 5Y10.42%
Revenue Next Year15.32%
Revenue Next 2Y5.44%
Revenue Next 3Y5.07%
Revenue Next 5Y3.14%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 11.65 indicates a reasonable valuation of FOX.
FOX's Price/Earnings ratio is a bit cheaper when compared to the industry. FOX is cheaper than 72.16% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.93, FOX is valued rather cheaply.
Based on the Price/Forward Earnings ratio of 11.90, the valuation of FOX can be described as reasonable.
70.10% of the companies in the same industry are more expensive than FOX, based on the Price/Forward Earnings ratio.
When comparing the Price/Forward Earnings ratio of FOX to the average of the S&P500 Index (37.78), we can say FOX is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.65 | ||
| Fwd PE | 11.9 |
4.2 Price Multiples
70.10% of the companies in the same industry are more expensive than FOX, based on the Enterprise Value to EBITDA ratio.
Based on the Price/Free Cash Flow ratio, FOX is valued cheaper than 81.44% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.68 | ||
| EV/EBITDA | 7.47 |
4.3 Compensation for Growth
FOX's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The excellent profitability rating of FOX may justify a higher PE ratio.
FOX's earnings are expected to grow with 12.27% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.34
PEG (5Y)1.43
EPS Next 2Y12.38%
EPS Next 3Y12.27%
5. Dividend
5.1 Amount
With a yearly dividend of 0.96%, FOX is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 4.68, FOX pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.32, FOX's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.96% |
5.2 History
The dividend of FOX has a limited annual growth rate of 2.82%.
FOX has been paying a dividend for at least 10 years, so it has a reliable track record.
FOX has decreased its dividend recently.
Dividend Growth(5Y)2.82%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
14.80% of the earnings are spent on dividend by FOX. This is a low number and sustainable payout ratio.
The dividend of FOX is growing, but earnings are growing more, so the dividend growth is sustainable.
DP14.8%
EPS Next 2Y12.38%
EPS Next 3Y12.27%
NASDAQ:FOX (7/29/2025, 10:14:08 AM)
51.38
-0.54 (-1.04%)
Chartmill FA Rating
GICS SectorCommunication Services
GICS IndustryGroupMedia & Entertainment
GICS IndustryMedia
Earnings (Last)
Earnings (Next)
Inst Owners111.42%
Inst Owner Change0.51%
Ins Owners0.98%
Ins Owner Change2.07%
Market Cap23.10B
Analysts70.71
Price Target53.74 (4.59%)
Short Float %1.94%
Short Ratio3.44
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.96% |
Yearly Dividend0.59
Dividend Growth(5Y)2.82%
DP14.8%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)29.73%
Min EPS beat(2)17.93%
Max EPS beat(2)41.52%
EPS beat(4)4
Avg EPS beat(4)24.02%
Min EPS beat(4)8.84%
Max EPS beat(4)41.52%
EPS beat(8)8
Avg EPS beat(8)37.09%
EPS beat(12)10
Avg EPS beat(12)24.96%
EPS beat(16)13
Avg EPS beat(16)37.07%
Revenue beat(2)2
Avg Revenue beat(2)2.6%
Min Revenue beat(2)2.51%
Max Revenue beat(2)2.69%
Revenue beat(4)3
Avg Revenue beat(4)1.65%
Min Revenue beat(4)-2.18%
Max Revenue beat(4)3.57%
Revenue beat(8)3
Avg Revenue beat(8)0.06%
Revenue beat(12)3
Avg Revenue beat(12)-0.45%
Revenue beat(16)7
Avg Revenue beat(16)0.05%
PT rev (1m)1.31%
PT rev (3m)3.02%
EPS NQ rev (1m)-0.12%
EPS NQ rev (3m)-8.33%
EPS NY rev (1m)-0.06%
EPS NY rev (3m)4.26%
Revenue NQ rev (1m)0.16%
Revenue NQ rev (3m)0.44%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)1.45%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.65 | ||
| Fwd PE | 11.9 | ||
| P/S | 1.43 | ||
| P/FCF | 9.68 | ||
| P/OCF | 8.52 | ||
| P/B | 2 | ||
| P/tB | 4.76 | ||
| EV/EBITDA | 7.47 |
EPS(TTM)4.41
EY8.58%
EPS(NY)4.32
Fwd EY8.41%
FCF(TTM)5.31
FCFY10.33%
OCF(TTM)6.03
OCFY11.73%
SpS35.82
BVpS25.63
TBVpS10.8
PEG (NY)0.34
PEG (5Y)1.43
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.98% | ||
| ROE | 16.18% | ||
| ROCE | 15.47% | ||
| ROIC | 11.3% | ||
| ROICexc | 14.93% | ||
| ROICexgc | 26.9% | ||
| OM | 19.03% | ||
| PM (TTM) | 11.58% | ||
| GM | 34.54% | ||
| FCFM | 14.82% |
ROA(3y)5.98%
ROA(5y)6.38%
ROE(3y)12.19%
ROE(5y)13.16%
ROIC(3y)10.04%
ROIC(5y)9.89%
ROICexc(3y)13.23%
ROICexc(5y)13.21%
ROICexgc(3y)24.64%
ROICexgc(5y)24.45%
ROCE(3y)13.75%
ROCE(5y)13.54%
ROICexcg growth 3Y-6.32%
ROICexcg growth 5Y2.52%
ROICexc growth 3Y-5.06%
ROICexc growth 5Y0.19%
OM growth 3Y-6.11%
OM growth 5Y-3.65%
PM growth 3Y-13.61%
PM growth 5Y-5.18%
GM growth 3Y-2.5%
GM growth 5Y-0.38%
F-Score7
Asset Turnover0.69
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 3.02 | ||
| Debt/EBITDA | 1.92 | ||
| Cap/Depr | 85.04% | ||
| Cap/Sales | 2.01% | ||
| Interest Coverage | 7.62 | ||
| Cash Conversion | 78.66% | ||
| Profit Quality | 127.94% | ||
| Current Ratio | 2.45 | ||
| Quick Ratio | 2.33 | ||
| Altman-Z | 2.81 |
F-Score7
WACC7.86%
ROIC/WACC1.44
Cap/Depr(3y)86.71%
Cap/Depr(5y)112.12%
Cap/Sales(3y)2.35%
Cap/Sales(5y)2.75%
Profit Quality(3y)115.65%
Profit Quality(5y)129.59%
High Growth Momentum
Growth
EPS 1Y (TTM)29.71%
EPS 3Y6.02%
EPS 5Y8.16%
EPS Q2Q%0.92%
EPS Next Y34.3%
EPS Next 2Y12.38%
EPS Next 3Y12.27%
EPS Next 5Y10.42%
Revenue 1Y (TTM)15.7%
Revenue growth 3Y2.69%
Revenue growth 5Y4.18%
Sales Q2Q%26.81%
Revenue Next Year15.32%
Revenue Next 2Y5.44%
Revenue Next 3Y5.07%
Revenue Next 5Y3.14%
EBIT growth 1Y25.83%
EBIT growth 3Y-3.59%
EBIT growth 5Y0.38%
EBIT Next Year45.01%
EBIT Next 3Y12.4%
EBIT Next 5Y7.24%
FCF growth 1Y26.44%
FCF growth 3Y-11.48%
FCF growth 5Y-8.17%
OCF growth 1Y20.98%
OCF growth 3Y-11.33%
OCF growth 5Y-6.13%