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Added to YB: 2025-08-13

Pitch date: 2025-08-12

NWSA [neutral]

News Corporation

-8.51%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.

Company Info

News Corporation, a media and information services company, creates and distributes authoritative and engaging content, and other products and services for consumers and businesses.

Market Cap

$15.3B

Pitch Price

$28.70

Price Target

N/A

Dividend

0.75%

EV/EBITDA

11.85

P/E

33.82

EV/Sales

1.90

Sector

Media

Category

value

Show full summary:
Update on News Corporation

NWSA (update): $1bn buyback driving value unlock for undervalued assets. REA (50% of EBITDA) grew rev 15%/EBITDA 18% YoY. Dow Jones posted 10% earnings growth, 90bps margin expansion, WSJ added record 200k subs. Ex-REA stake trades at 11x EV/EBIT (50% discount to peers) despite ~10% earnings growth.

Read full article (1 min)