NWS

News Corporation

Communication ServicesEntertainmentNASDAQ

$29.82

-$0.26 (-0.86%)today

Conviction

7/ 10

Fair Value$0

Upside0.00%

Signal0

Market Cap$15.5B

52W Range$25.49–$35.58

Next EarningsMay 7

Conviction History

Conviction Changes

Mar 18, 2026, 3:10 PM6→7conviction-rescore

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$83.81

Current Price$27.39

Upside / Down+206.0%

P(Undervalued)100.0%

P(20%+ Up)100.0%

P(15%+ Down)0.0%

Fair Value Distribution — percentile bands

100.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-7.7%/yr

±3.3% · revenue growth to justify current price

FCF-Based Reverse DCF

-8.3%/yr

±2.3% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

News Corp real estate (Move/Realtor.com); Dow Jones/WSJ subscription; HarperCollins books.

Bear Case

Real estate market weakness hurting Realtor.com; print media secular decline; Zillow competition.

Updated Apr 7

Research Feed

sec_10qMar 4

Conviction: unchanged

NWS 10-Q Analysis: Dow Jones Strength Masking Structural Headwinds

NWS bifurcated: Dow Jones quality growth (7-10%) offsetting declines in News Media and publishing headwinds. Valuation at 34x forward expensive. Recommendation depends on conviction re: Dow Jones dura...