Fox has navigated the TV industry’s evolution much differently than legacy-media peers, and its business has been far more resilient and stronger financially. Its planned Roku acquisition marks a major bet on the evolution to streaming, though still executed differently than peers.
Fox holds very attractive sports rights, and Fox News is the long-running leader in cable news viewership, giving Fox pricing power that helps it offset the decline in pay-TV subscribers and buck the industry trend of shrinking affiliate revenue.
Fox is more dependent on linear television than any peer. A perpetual contraction of pay-TV subscribers will eventually hurt Fox more than most and will require a revamping of its business model.
|
Metric
|
FOX
|
WBD
|
DIS
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.10 | 441.94 | 15.91 |
Price/Book Value | 1.98 | 2.36 | 1.61 |
Price/Sales | 1.41 | 2.17 | 1.82 |
Price/Cash Flow | 6.86 | 5.23 | 9.22 |
|
Metric
|
FOX
|
WBD
|
DIS
|
|---|---|---|---|
Quick Ratio | 2.87 | 0.52 | 0.56 |
Current Ratio | 3.17 | 0.78 | 0.71 |
Interest Coverage | 6.36 | −0.74 | 7.71 |
|
Metric
|
FOX
|
WBD
|
DIS
|
|---|---|---|---|
Return on Assets (Normalized) | 10.66% | 0.70% | 2.61% |
Return on Equity (Normalized) | 20.63% | 2.00% | 4.82% |
Return on Invested Capital (Normalized) | 13.43% | 3.55% | 3.77% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Netflix Inc
NFLX
| LOCK|jZ^j?g?g | LOCK|^Sc? | $283B | |||
| The Walt Disney Co
DIS
| LOCK|@@@&<M$ | LOCK|$QX | $175B | |||
| Warner Bros. Discovery Inc Ordinary Shares - Class A
WBD
| LOCK|<@m@F? | LOCK|Zx | $78B | |||
| Live Nation Entertainment Inc
LYV
| LOCK|bt?$Yqn$ | LOCK|KVsPT | $39B | |||
| Fox Corp Class A
FOXA
| LOCK|LV%%$>Xq | LOCK|x% | $24B | |||
| Roku Inc Class A
ROKU
| LOCK|d@pn#%S> | LOCK|b#G | $22B | |||
| News Corp Class A
NWSA
| LOCK|#xBf>%g | LOCK|R># | $16B | |||
| News Corp Class B
NWS
| LOCK|!zNpLDr | LOCK|<< | $16B | |||
| Warner Music Group Corp Ordinary Shares - Class A
WMG
| LOCK|dlpMMy | LOCK|b@S?> | $14B |
United States