News Corp (Class B) (NWS)
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
NASDAQCommunication ServicesPublishingSnapshot 2026-09-04
QuarterlyIQ Insights · NWS
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $34 the market pays 29× p/e — above the 16× p/e peer median but in line with its own 30× history. That premium reflects a durable franchise our peer-anchored $23 fair value understates; treat the 'expensive vs peers' read with medium confidence. The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $83.99 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $83.95 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $5.11 | — | — | TTM | high |
| graham number | 12M | $21.01 | — | — | TTM | high |
| Peer EV/EBITDA | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
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 long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Only expensive valuation — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price the business can't be justified by any reasonable horizon of the forecast growth; the price already runs past what the model can underwrite. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $1.10/sh owner earnings.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q4, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $9.85 |
| 4.6 |
| 2.14 |
| TTM |
| high |
| Peer P/FCF | 12M | $24.68 | 12.8 | 1.92 | TTM | high |
| Peer P/E | 12M | $16.99 | 12.5 | 1.36 | ntm analyst | high |
| Peer P/S | 12M | $18.72 | 1.2 | 16.25 | TTM | high |
| PEG | 12M | $15.51 | 13.1 | 1.18 | TTM | high |
| residual income | 12M | $15.71 | — | — | TTM | high |
| Own P/E history | 12M | $34.99 | 29.7 | 1.18 | TTM | high |
| triangulated | 12M | $20.61 | 16.0 | 1.29 | Triangulated | high |
| Peer P/FCF | 3Y | $37.53 | 12.8 | 2.92 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $20.30 | 12.5 | 1.62 | Analyst | medium |
| Peer P/S | 3Y | $21.44 | 1.2 | 18.60 | Analyst | medium |
| PEG | 3Y | $21.35 | 13.1 | 1.62 | Analyst | medium |
| Own P/E history | 3Y | $48.16 | 29.7 | 1.62 | Analyst | medium |
| Peer P/FCF | 5Y | $49.64 | 12.8 | 3.87 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $22.17 | 12.5 | 1.77 | Analyst | high |
| Peer P/S | 5Y | $23.42 | 1.2 | 20.32 | Analyst | high |
| PEG | 5Y | $23.32 | 13.1 | 1.77 | Analyst | high |
| Own P/E history | 5Y | $52.61 | 29.7 | 1.77 | Analyst | high |