FOX Stock Analysis — Fox Corporation (Class B)
Sector: Media
AI Verdict
Fox trades at 11.5x next year's earnings while analysts expect nearly 38% EPS growth—this is cheap for the growth on offer, but the moat relies on traditional TV economics that could prove fragile if cord-cutting accelerates.
Competitive Moat
Fox owns a portfolio of must-carry broadcast and cable networks, including Fox News, which commands premium affiliate fees and advertising rates due to its unique audience loyalty and regulatory protections. Its dominance in live sports and news creates a content moat that is difficult for streaming-only entrants to replicate.
Summary
Fox is trading at just 11.5x next year's earnings with analyst consensus calling for 37.8% EPS growth, making it unusually cheap for a legacy media name.
Where It Stands
With a 1-year return of 18.31%, an RSI of 44.8 signaling cooling momentum, and a forward P/E of 11.5x versus the media sector's typical 20x, Fox screens as both inexpensive and out of favor.
Key Metrics
- RSI: 44.8 — Neutral
- Trailing P/E: 15.8x
- Forward P/E: 11.5x
- PEG Ratio: 0.47
- Earnings Growth: +0.4%
- Revenue Growth: +0.0%
- Market Cap: $26.6B
- Dividend Yield: 0.01%
- 1-Year Return: 18.31%
- 52-Week High: $76.39
- 52-Week Low: $52.96
Analyst Consensus
14 Buy · 13 Hold · 1 Sell (28 analysts)
Bull Case
Forward EPS growth of 37.8% against a forward P/E of 11.5x means you're paying a low price for a sharp earnings rebound if Fox's content moat holds.
Bear Case
If the P/E reverts to the current trailing level of 15.8x from the forward 11.5x, that's a 37% multiple expansion already priced in—leaving little room for disappointment if growth stalls.
Catalyst to Watch
Watch the next quarterly earnings for evidence that affiliate fees and ad revenue can actually deliver on the 37.8% EPS growth analysts expect.