NWS News Corp (Class B)
too hard · 53
Owner-earnings value$19.79
Price$32.76
Margin of safety
-39.6%
Quality gate · 53/100
⚠ sub-hurdle returns (median roic 6% < 9%)
Median ROIC5.9%
Net debt / EBITDA0.5x
FCF conversion108%
Share count / yr-1.7%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 632.00M |
| Owner-earnings yield | 3.6% |
| Free-cash-flow yield | 4.6% |
| Growth used (normalized) | 4.1% |
| Market-implied growth (reverse DCF) | 16.5% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.4% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 657.66M | 4.1% | 601.23M |
| 2 | 683.58M | 3.9% | 571.32M |
| 3 | 709.73M | 3.8% | 542.27M |
| 4 | 736.03M | 3.7% | 514.12M |
| 5 | 762.45M | 3.6% | 486.88M |
| 6 | 788.92M | 3.5% | 460.56M |
| 7 | 815.37M | 3.4% | 435.16M |
| 8 | 841.75M | 3.2% | 410.70M |
| 9 | 868.00M | 3.1% | 387.17M |
| 10 | 894.04M | 3.0% | 364.57M |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~16%/yr owner-earnings growth over 10y (reverse DCF); model credits 4%.