FOX CORP - CLASS B (FOX) Stock Fundamental Analysis
NASDAQ:FOX - US35137L2043 - Common Stock
53.18 USD
+1.38 (+2.66%)
Taking everything into account, FOX scores 7 out of 10 in our fundamental rating. FOX was compared to 99 industry peers in the Media industry. FOX scores excellent points on both the profitability and health parts. This is a solid base for a good stock. FOX has a decent growth rate and is not valued too expensively.
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.
In the past 5 years FOX has always been profitable.
Each year in the past 5 years FOX had a positive operating cash flow.
1.2 Ratios
FOX has a better Return On Assets (9.76%) than 91.92% of its industry peers.
FOX's Return On Equity of 18.92% is amongst the best of the industry. FOX outperforms 89.90% of its industry peers.
Looking at the Return On Invested Capital, with a value of 11.83%, FOX belongs to the top of the industry, outperforming 91.92% of the companies in the same industry.
FOX had an Average Return On Invested Capital over the past 3 years of 10.96%. This is above the industry average of 8.87%.
The 3 year average ROIC (10.96%) for FOX is below the current ROIC(11.83%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.76% | ||
| ROE | 18.92% | ||
| ROIC | 11.83% |
ROA(3y)7.42%
ROA(5y)7.41%
ROE(3y)14.96%
ROE(5y)14.96%
ROIC(3y)10.96%
ROIC(5y)10.57%
1.3 Margins
The Profit Margin of FOX (13.88%) is better than 88.89% of its industry peers.
FOX's Profit Margin has improved in the last couple of years.
FOX's Operating Margin of 19.81% is amongst the best of the industry. FOX outperforms 89.90% of its industry peers.
In the last couple of years the Operating Margin of FOX has remained more or less at the same level.
FOX has a Gross Margin (35.47%) which is comparable to the rest of the industry.
FOX's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 19.81% | ||
| PM (TTM) | 13.88% | ||
| GM | 35.47% |
OM growth 3Y2.45%
OM growth 5Y-0.48%
PM growth 3Y17.2%
PM growth 5Y11.32%
GM growth 3Y0.68%
GM growth 5Y-0.59%
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.
The number of shares outstanding for FOX has been reduced compared to 1 year ago.
Compared to 5 years ago, FOX has less shares outstanding
FOX has a better debt/assets ratio than last year.
2.2 Solvency
FOX has an Altman-Z score of 2.95. This is not the best score and indicates that FOX is in the grey zone with still only limited risk for bankruptcy at the moment.
FOX's Altman-Z score of 2.95 is amongst the best of the industry. FOX outperforms 81.82% of its industry peers.
The Debt to FCF ratio of FOX is 2.21, which is a good value as it means it would take FOX, 2.21 years of fcf income to pay off all of its debts.
With an excellent Debt to FCF ratio value of 2.21, FOX belongs to the best of the industry, outperforming 83.84% of the companies in the same industry.
FOX has a Debt/Equity ratio of 0.55. This is a neutral value indicating FOX is somewhat dependend on debt financing.
FOX has a Debt to Equity ratio (0.55) which is comparable to the rest of the industry.
Even though the debt/equity ratio score it not favorable for FOX, it has very limited outstanding debt, so we won't put too much weight on the DE evaluation.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.55 | ||
| Debt/FCF | 2.21 | ||
| Altman-Z | 2.95 |
ROIC/WACC1.53
WACC7.71%
2.3 Liquidity
FOX has a Current Ratio of 2.91. This indicates that FOX is financially healthy and has no problem in meeting its short term obligations.
FOX's Current ratio of 2.91 is amongst the best of the industry. FOX outperforms 89.90% of its industry peers.
A Quick Ratio of 2.76 indicates that FOX has no problem at all paying its short term obligations.
FOX has a Quick ratio of 2.76. This is amongst the best in the industry. FOX outperforms 88.89% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.91 | ||
| Quick Ratio | 2.76 |
3. Growth
3.1 Past
FOX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 39.77%, which is quite impressive.
FOX shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.02% yearly.
The Revenue has grown by 16.60% in the past year. This is quite good.
The Revenue has been growing slightly by 5.79% on average over the past years.
EPS 1Y (TTM)39.77%
EPS 3Y19.66%
EPS 5Y14.02%
EPS Q2Q%41.11%
Revenue 1Y (TTM)16.6%
Revenue growth 3Y5.27%
Revenue growth 5Y5.79%
Sales Q2Q%6.31%
3.2 Future
FOX is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -4.80% yearly.
Based on estimates for the next years, FOX will show a small growth in Revenue. The Revenue will grow by 0.62% on average per year.
EPS Next Y-10.74%
EPS Next 2Y0.77%
EPS Next 3Y-0.82%
EPS Next 5Y-4.8%
Revenue Next Year-1.77%
Revenue Next 2Y1.15%
Revenue Next 3Y0.75%
Revenue Next 5Y0.62%
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 11.13 indicates a reasonable valuation of FOX.
FOX's Price/Earnings ratio is a bit cheaper when compared to the industry. FOX is cheaper than 77.78% of the companies in the same industry.
FOX is valuated cheaply when we compare the Price/Earnings ratio to 27.03, which is the current average of the S&P500 Index.
Based on the Price/Forward Earnings ratio of 12.46, the valuation of FOX can be described as correct.
Based on the Price/Forward Earnings ratio, FOX is valued a bit cheaper than the industry average as 68.69% of the companies are valued more expensively.
FOX's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.54.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.13 | ||
| Fwd PE | 12.46 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of FOX indicates a somewhat cheap valuation: FOX is cheaper than 76.77% of the companies listed in the same industry.
FOX's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. FOX is cheaper than 79.80% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 7.92 | ||
| EV/EBITDA | 6.73 |
4.3 Compensation for Growth
The excellent profitability rating of FOX may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.79
EPS Next 2Y0.77%
EPS Next 3Y-0.82%
5. Dividend
5.1 Amount
FOX has a yearly dividend return of 0.92%, which is pretty low.
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 2.45, FOX's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
5.2 History
The dividend of FOX has a limited annual growth rate of 2.24%.
FOX has been paying a dividend for at least 10 years, so it has a reliable track record.
The dividend of FOX decreased recently.
Dividend Growth(5Y)2.24%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
FOX pays out 12.24% of its income as dividend. This is a sustainable payout ratio.
DP12.24%
EPS Next 2Y0.77%
EPS Next 3Y-0.82%
NASDAQ:FOX (9/11/2025, 3:46:06 PM)
53.18
+1.38 (+2.66%)
Chartmill FA Rating
GICS SectorCommunication Services
GICS IndustryGroupMedia & Entertainment
GICS IndustryMedia
Earnings (Last)
Earnings (Next)
Inst Owners112.93%
Inst Owner Change-2.24%
Ins Owners0.98%
Ins Owner Change32.91%
Market Cap23.69B
Analysts72.41
Price Target55.44 (4.25%)
Short Float %1.69%
Short Ratio3.16
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
Yearly Dividend0.61
Dividend Growth(5Y)2.24%
DP12.24%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)21.89%
Min EPS beat(2)17.93%
Max EPS beat(2)25.85%
EPS beat(4)4
Avg EPS beat(4)28.27%
Min EPS beat(4)17.93%
Max EPS beat(4)41.52%
EPS beat(8)8
Avg EPS beat(8)37.84%
EPS beat(12)11
Avg EPS beat(12)27.43%
EPS beat(16)13
Avg EPS beat(16)38.07%
Revenue beat(2)2
Avg Revenue beat(2)2.87%
Min Revenue beat(2)2.51%
Max Revenue beat(2)3.23%
Revenue beat(4)4
Avg Revenue beat(4)3%
Min Revenue beat(4)2.51%
Max Revenue beat(4)3.57%
Revenue beat(8)4
Avg Revenue beat(8)0.69%
Revenue beat(12)4
Avg Revenue beat(12)0.03%
Revenue beat(16)7
Avg Revenue beat(16)0.09%
PT rev (1m)2.4%
PT rev (3m)4.97%
EPS NQ rev (1m)-17.94%
EPS NQ rev (3m)-19.97%
EPS NY rev (1m)-1.22%
EPS NY rev (3m)-0.88%
Revenue NQ rev (1m)0.14%
Revenue NQ rev (3m)-0.3%
Revenue NY rev (1m)1.89%
Revenue NY rev (3m)2.08%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.13 | ||
| Fwd PE | 12.46 | ||
| P/S | 1.45 | ||
| P/FCF | 7.92 | ||
| P/OCF | 7.13 | ||
| P/B | 1.98 | ||
| P/tB | 4.43 | ||
| EV/EBITDA | 6.73 |
EPS(TTM)4.78
EY8.99%
EPS(NY)4.27
Fwd EY8.02%
FCF(TTM)6.72
FCFY12.63%
OCF(TTM)7.46
OCFY14.03%
SpS36.58
BVpS26.85
TBVpS12.02
PEG (NY)N/A
PEG (5Y)0.79
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.76% | ||
| ROE | 18.92% | ||
| ROCE | 15.91% | ||
| ROIC | 11.83% | ||
| ROICexc | 16.07% | ||
| ROICexgc | 28.8% | ||
| OM | 19.81% | ||
| PM (TTM) | 13.88% | ||
| GM | 35.47% | ||
| FCFM | 18.36% |
ROA(3y)7.42%
ROA(5y)7.41%
ROE(3y)14.96%
ROE(5y)14.96%
ROIC(3y)10.96%
ROIC(5y)10.57%
ROICexc(3y)14.49%
ROICexc(5y)14.23%
ROICexgc(3y)26.7%
ROICexgc(5y)26.34%
ROCE(3y)14.73%
ROCE(5y)14.2%
ROICexcg growth 3Y6.27%
ROICexcg growth 5Y5.91%
ROICexc growth 3Y7.23%
ROICexc growth 5Y5.63%
OM growth 3Y2.45%
OM growth 5Y-0.48%
PM growth 3Y17.2%
PM growth 5Y11.32%
GM growth 3Y0.68%
GM growth 5Y-0.59%
F-Score9
Asset Turnover0.7
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.55 | ||
| Debt/FCF | 2.21 | ||
| Debt/EBITDA | 1.83 | ||
| Cap/Depr | 85.97% | ||
| Cap/Sales | 2.03% | ||
| Interest Coverage | 8.03 | ||
| Cash Conversion | 91.98% | ||
| Profit Quality | 132.26% | ||
| Current Ratio | 2.91 | ||
| Quick Ratio | 2.76 | ||
| Altman-Z | 2.95 |
F-Score9
WACC7.71%
ROIC/WACC1.53
Cap/Depr(3y)87.17%
Cap/Depr(5y)101.49%
Cap/Sales(3y)2.3%
Cap/Sales(5y)2.57%
Profit Quality(3y)116.11%
Profit Quality(5y)115.89%
High Growth Momentum
Growth
EPS 1Y (TTM)39.77%
EPS 3Y19.66%
EPS 5Y14.02%
EPS Q2Q%41.11%
EPS Next Y-10.74%
EPS Next 2Y0.77%
EPS Next 3Y-0.82%
EPS Next 5Y-4.8%
Revenue 1Y (TTM)16.6%
Revenue growth 3Y5.27%
Revenue growth 5Y5.79%
Sales Q2Q%6.31%
Revenue Next Year-1.77%
Revenue Next 2Y1.15%
Revenue Next 3Y0.75%
Revenue Next 5Y0.62%
EBIT growth 1Y30.31%
EBIT growth 3Y7.85%
EBIT growth 5Y5.28%
EBIT Next Year5.34%
EBIT Next 3Y2.84%
EBIT Next 5Y0.59%
FCF growth 1Y100.2%
FCF growth 3Y23.81%
FCF growth 5Y8.33%
OCF growth 1Y80.65%
OCF growth 3Y20.84%
OCF growth 5Y7.04%