Набор данных из Zenodo · Linh, Dan
FOX CORP Balance Sheet
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- 3 мая 2026 г.
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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…
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