Dataset from Zenodo · Linh, Dan
FOX CORP Balance Sheet
- License
- CC BY 4.0commercial use allowedLicense text
- This license allows commercial use. Usually you must credit the author; read the license for the exact terms.
- Formats
- CSV
- Size
- 1.4 kB
- Updated
- May 3, 2026
Description
Recommendation: Long Fox (FOXA) at current prices Thesis: FOXA shares have sold off aggressively YTD on fears that an early NFL rights renewal will result in materially weaker financials and/or the company ceding NFL games to streamers/competitors. We believe the impacts of an NFL renewal will be far better than the market fears , the underlying business financials are robust, there are positive revisions to estimates (political advertising, World Cup, Tubi), all creating an opportunity to buy a quality business with catalysts at a discounted price. We see 20% upside in the near-term and ~30%% upside over the next 12 months (12x a blend of our ’27 and ’28 FCF/share) Price target: Our valuation suggests a $68 price target for FOX (18% upside) using 9.0x our consolidated '27 EBITDA (that is 3% above consensus). This compares to a '27 EV/EBITDA multiple range of 7.5-10.5x over the last year. The $68 target equates to ~11x a blend of our ’27/’28 FCF/share and 13.5x our ‘27/’28 EPS (using a blend to normalize for political years), which we view as attractive for the business given its moat in news programming, multiple levers for upward revisions…
Description from Zenodo, shortened.
Files (1)
DataHunter does not store or host these files: every link leads to the original source. Check the license there before using the data.