News Corp (Class B) (NWS)
NASDAQCommunication ServicesPublishingSnapshot 2026-11-04
$33.39+4.15%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesPublishingSnapshot 2026-11-04
QuarterlyIQ Insights · NWS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within communication services on a research-validated quality screen. As of 2026-11-04.
The screen ranks NWS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated strong grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1899).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue the 2025 Repurchase Program for Nasdaq-listed Class A and Class B common stock, subject to market conditions and other factors.
Our three engines of growth - Digital Real Estate Services, Dow Jones and Book Publishing - collectively delivered robust results despite volatile economic conditions.
Stated in 2 of 4 supplied quarters. Management reported: “Our three engines of growth - Digital Real Estate Services, Dow Jones and Book Publishing - collectively delivered robust results despite volatile economic conditions.” “Our record performance is a product of sustained focus on, and reinvestment in, News Corp’s core growth engines and our transformation to a digital-first company underpinned by insightful and trusted content.”
We are pleased to have partners in OpenAI and Meta that recognize the importance of our content, and remain optimistic that other platforms will choose compensation over confiscation, principle over…
Stated in 2 of 4 supplied quarters. Management reported: “We are pleased to have partners in OpenAI and Meta that recognize the importance of our content, and remain optimistic that other platforms will choose compensation over confiscation, principle over plunder.” “We have trusted content relationships with OpenAI and Meta, and are in advanced discussions with several other companies.”
Build Dow Jones through continued digital subscription growth, digital advertising and professional information businesses including Risk & Compliance and Energy.
Increase Digital Real Estate Services results through REA Group and Move, including premium offerings, add-on products and higher-value leads.
Over the trailing year it converted 0.21x of net income into operating cash flow. Historically, Communication Services names rated fragile grew net income 43% of the time over the next year (vs 43% for the rest of the cohort, n=894).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
35 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1775).
Not investment advice. As of 2026-11-04.
“Our three engines of growth - Digital Real Estate Services, Dow Jones and Book Publishing - collectively delivered robust results despite volatile economic conditions.”
“Our record performance is a product of sustained focus on, and reinvestment in, News Corp’s core growth engines and our transformation to a digital-first company underpinned by insightful and trusted…”
“We are pleased to have partners in OpenAI and Meta that recognize the importance of our content, and remain optimistic that other platforms will choose compensation over confiscation, principle over…”
“We have trusted content relationships with OpenAI and Meta, and are in advanced discussions with several other companies.”