| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 42 | 32.5x | 17.3x | Around median | |
Growth | 28 | 6.8% | 7.1% | Bottom tier | |
Quality | 67 | 6.3% | 4.5% | Top tier | |
Safety | 82 | 0.5x | 2.6x | Top tier | |
Capital Return | 72 | 1.08% | 0.06% | Top tier | |
Momentum | 81 | 5.5% | -1.6% | Top tier | |
Sentiment | 35 | 3 | 3 | Bottom tier |
The floor: what the company is worth if growth stopped today
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
News Corporation combines financial and professional information, journalism, publishing, and digital real estate services. Dow Jones generates revenue from subscriptions, data, compliance and energy services, and advertising, while the group operates Realtor.com and REA's real estate businesses, alongside HarperCollins and the News Media segment. Digital revenue accounted for 61% in fiscal year 2026 ended 2026-06-30, reflecting the shift in income sources toward subscriptions, digital services, and content licensing.
Revenue reached $2.3 billion in quarter 4 of fiscal year 2026 ended 2026-06-30, up 43.6% from the same quarter a year earlier, while net income totaled $179.0 million and diluted earnings per share were $0.33. By segment in the same quarter, Dow Jones recorded revenue of $644 million, digital real estate services $553 million, HarperCollins approximately $566 million, and News Media approximately $574 million. This distribution reflects multiple revenue drivers, with clear differences between the economics of professional information, real estate, books, and journalism.
Revenue for fiscal year 2026 ended 2026-06-30 totaled approximately $9.0 billion, with net income of $573.0 million, compared with revenue of $8.5 billion and net income of $1.2 billion in fiscal year 2025. In quarter 4 of fiscal year 2026 ended 2026-06-30, Dow Jones' segment EBITDA margin was approximately 28.1%, while the digital real estate services segment recorded earnings of $222 million on the same measure. Assessing the improvement in performance therefore depends on growth in cash-generating segments, while recognizing that revenue growth was not accompanied by higher reported net income compared with the corresponding periods.
Q4 FY2026
Last 12 months to 2026-06-30
When: 2026-11-05
Year-over-year revenue growth exceeding 43.6%
Realtor.com revenue growth remaining at 13%
The industry-multiple value is $25, within a range of $15 to $31, measuring the value of next year's earnings at a median multiple of 17.8 among 8 peer companies. The no-growth value is $15, measuring current after-tax operating profit remaining constant forever at a discount rate of 9.2%, using a 10-year U.S. Treasury yield of 5.10% dated 2026-10-15. The no-growth value matches the lower end of the industry-multiple range, while the central multiple-based value exceeds it because the former holds earnings constant and the latter prices next year's earnings in line with peers. The analyst consensus is Buy, with analyst targets inherently optimistic, while EL7's valuation pillar ranks 11 out of 14 within the industry based on data for the period ended 2026-06-30; this pillar compares the company's multiples with those of its peers.
Figures in the text are as of 2026-10-19; the live price is shown at the top of the page.
News Corporation combines Dow Jones subscriptions, professional information, digital real estate services, book publishing, and News Media operations. Digital revenue accounted for 61% in fiscal year 2026 ended 2026-06-30. In quarter 4 of fiscal year 2026 ended 2026-06-30, Dow Jones recorded revenue of $644 million, compared with $553 million for digital real estate services, $566 million for HarperCollins, and $574 million for News Media.
Dow Jones combines The Wall Street Journal, Risk & Compliance services, and Dow Jones Energy, expanding income sources beyond advertising. In quarter 4 of fiscal year 2026 ended 2026-06-30, Risk & Compliance revenue rose 11% from the same quarter a year earlier to $102 million, while Dow Jones Energy revenue totaled approximately $76 million. The segment EBITDA margin reached 28.1%, with enterprise activities contributing approximately 50% of segment earnings on this measure.
Automated analysis for informational purposes only — not investment advice.
Maintaining Dow Jones' EBITDA margin at 28.1%
Realtor.com revenue rose 13% from the same quarter a year earlier to $167 million in quarter 4 of fiscal year 2026 ended 2026-06-30, supported by RealPro Select and improved customer monetization. New homes, rentals, and seller activities accounted for 22% of its revenue, broadening income sources. However, average monthly users fell 6% to 68 million, and lead volume increased only 1%, so continued growth remains tied to the ability of products and pricing to offset weak activity.
According to EL7 data, operating cash flow totaled $1.2 billion over the last 12 months through 2026-06-30, equivalent to 216% of net income of $573.0 million. Free cash flow as calculated by EL7 (operating cash flow minus capital expenditures) for the last 12 months through 2026-06-30 totaled approximately $811.0 million, compared with share repurchases of $641.0 million over the same period. Management explained on the 2026-08-05 call that repurchases in fiscal year 2026 ended 2026-06-30 also benefited from approximately $380 million in repayments of shareholder loans related to Foxtel, so the pace of repurchases should not be assumed to depend entirely on recurring operating cash.
Management confirmed on the 2026-08-05 call that content partnerships were in place with OpenAI and Meta, and that the Meta agreement had become part of Dow Jones' and News Media's operations. These agreements enable the monetization of content and data within a group where digital revenue accounted for 61% in fiscal year 2026 ended 2026-06-30. Meanwhile, protecting these assets involves disputes with Perplexity and Brave, and management did not disclose financial details that would allow the contribution of licensing to earnings to be determined.