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FOX Fox Corporation (Class B)

entertainment · 2026-10-16

N/A
fair · 64
Owner-earnings value$64.23
Price$57.14
Margin of safety +12.4%

Quality gate · 64/100

Returns on capital 13.0/30
Consistency 20.0/22
Margins / pricing power 3.8/16
Balance sheet 11.1/16
Cash conversion 10/10
Capital allocation 6/6
Median ROIC10.9%
Net debt / EBITDA1.1x
FCF conversion111%
Share count / yr-5.6%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.47B
Owner-earnings yield6.1%
Free-cash-flow yield6.1%
Growth used (normalized)4.7%
Market-implied growth (reverse DCF)1.9%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
11.54B 4.7%1.41B
21.61B 4.5%1.35B
31.68B 4.3%1.29B
41.75B 4.1%1.24B
51.82B 4.0%1.18B
61.88B 3.8%1.12B
71.95B 3.6%1.07B
82.02B 3.4%1.01B
92.08B 3.2%958.24M
102.14B 3.0%905.50M

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~2%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.

History

DateQualityPriceValueMoSRating
2026-10-16 64 $57.14 $64.23 +12.4% N/A
2026-09-25 64 $57.20 $64.23 +12.3% N/A
2026-09-04 64 $60.47 $64.42 +6.5% N/A
2026-08-17 64 $61.41 $64.50 +5.0% N/A
2026-07-28 61 $50.81 $65.69 +29.3% N/A
2026-07-07 61 $49.90 $64.54 +29.3% N/A
2026-07-02 61 $48.42 $62.67 +29.4% N/A
2026-06-30 61 $45.71 $59.24 +29.6% N/A
2026-06-25 61 $45.37 $58.81 +29.6% N/A
2026-06-23 61 $44.55 $76.91 +72.6% N/A