| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 48 | 29.7x | 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 | 89 | 1.18% | 0.06% | Top tier | |
Momentum | 87 | 8.3% | -1.6% | Top tier | |
Sentiment | 83 | 5 | 3 | Top tier |
The floor: what the company is worth if growth stopped today
52% of today's price is what a buyer pays for growth that has not happened yet.
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 professional information, journalism, digital real estate portals, and book publishing. It generates revenue from Dow Jones and The Wall Street Journal subscriptions, corporate data services, advertising, real estate marketing solutions through Realtor.com and REA, HarperCollins sales, and content licensing. In fiscal year 2026 ended 2026-06-30, revenue totaled 9.0 billion dollars, with digital channels accounting for 61%; this makes subscriptions, data, and digital services core elements of the group's economics.
In quarter 4 of fiscal year 2026 ended 2026-06-30, revenue totaled 2.3 billion dollars, up 43.6% compared with the same quarter a year earlier, while net income totaled 179.0 million dollars and diluted earnings per share were 0.33 dollars. Total segment earnings before interest, taxes, depreciation, and amortization reached 423 million dollars, representing an 18.1% margin for this segment measure. Revenue across the main segments during the quarter comprised 644 million dollars from Dow Jones, 574 million dollars from News Media, 566 million dollars from HarperCollins, and 553 million dollars from digital real estate services.
Net income in fiscal year 2026 ended 2026-06-30 totaled approximately 573.0 million dollars, compared with 1.2 billion dollars in fiscal year 2025. Over the last 12 months through 2026-06-30, operating cash flow according to EL7 data totaled approximately 1.2 billion dollars, equivalent to 216% of net income. Free cash flow calculated by EL7 (operating cash flow minus capital expenditure) for the last 12 months through 2026-06-30 totaled approximately 811.0 million dollars, with share repurchases of 641.0 million dollars over the same period.
Q4 FY2026
Last 12 months to 2026-06-30
When: 2026-11-05
Realtor.com year-over-year revenue growth at the 13% threshold
Dow Jones risk and compliance revenue growth at the 11% threshold
The median price target from 9 analysts is 32 dollars, within a range of 29 dollars to 35 dollars, and this method reflects growth expectations; Morgan Stanley raised its target from 34 dollars to 35 dollars on 2026-08-06. The industry-multiple valuation is 25 dollars, within a range of 15 dollars to 32 dollars, based on next year's expected earnings and a median multiple of 17.8 across 8 companies, valuing the company according to how its peers' earnings are priced. The no-growth valuation is 14 dollars at a discount rate of 9.3%, representing the value of current after-tax operating profit remaining constant forever; the analyst target range overlaps with the upper end of the industry-multiple range, while the no-growth valuation is below the central values of both because it excludes expansion. This divergence reflects different assumptions, as analyst targets tend toward optimism, while the cash flow model, which measures the cash generated by the business, tends toward conservatism.
Figures in the text are as of 2026-10-19; the live price is shown at the top of the page.
News Corporation includes professional information services through Dow Jones, digital real estate through Realtor.com and REA, and book publishing through HarperCollins, alongside News Media. In fiscal year 2026 ended 2026-06-30, digital revenue accounted for 61% of total revenue of 9.0 billion dollars. In quarter 4 of fiscal year 2026 ended 2026-06-30, Dow Jones revenue totaled approximately 644 million dollars and digital real estate services revenue totaled 553 million dollars, illustrating the importance of activities outside traditional journalism.
Realtor.com revenue rose 13% compared with the same quarter a year earlier to 167 million dollars in quarter 4 of fiscal year 2026 ended 2026-06-30. RealPro Select and a focus on higher-value properties supported improved monetization, while new homes, rentals, and seller services accounted for 22% of revenue. However, average monthly users declined 6% to 68 million users, and leads grew only 1% during the quarter, so sustained performance depends on customer quality and monetization, as well as market activity.
Automated analysis for informational purposes only — not investment advice.
HarperCollins audiobook revenue growth at the 16% threshold
Dow Jones revenue totaled approximately 644 million dollars in quarter 4 of fiscal year 2026 ended 2026-06-30, up 7% compared with the same quarter a year earlier, and 84% of segment revenue was digital. Risk and compliance revenue grew 11% to 102 million dollars, while Dow Jones Energy customer retention reached approximately 90%. Digital-only subscriptions rose 9% to approximately 6.3 million subscriptions in the same quarter, with corporate subscriptions expanding at organizations including Bloomberg and Charles Schwab.
Operating cash flow according to EL7 data totaled approximately 1.2 billion dollars over the last 12 months through 2026-06-30, compared with net income of 573.0 million dollars, equivalent to cash conversion of 216%. Free cash flow calculated by EL7 (operating cash flow minus capital expenditure) for the last 12 months through 2026-06-30 totaled approximately 811.0 million dollars, versus share repurchases of 641.0 million dollars over the same period. Management explained on the 2026-08-05 call that repurchases in fiscal year 2026 also benefited from repayment of shareholder loans related to Foxtel, so the program's size alone is insufficient to infer its pace in fiscal year 2027.
The company works with OpenAI and Meta on content licensing, and management confirmed on the 2026-08-05 call that the Meta agreement had become part of Dow Jones and News Media's business. These agreements sit within a group where digital revenue accounted for 61% in fiscal year 2026 ended 2026-06-30, but the value of their contribution has not been disclosed. Meanwhile, the company is pursuing disputes against Perplexity and Brave over content use, so the investment case combines an opportunity to generate revenue from intellectual property with the risks of protecting it.