News Corporation (NWSA)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
News Corporation (NWSA) trades at $26.64 with AI Score 68/100 (Grade B+). News Corporation (NWSA) is a global media and information services company that creates and distributes content across various platforms. Market cap: $14.95B, Sector: Communication services.
Price live · AI analysis from May 10, 2026NWSA stock analysis for 2026: Analysts have set a consensus price target of $32.40 for News Corporation, suggesting 21.6% upside from the current price of $26.64. The AI MoonshotScore is 68/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
NWSA: 6/7 perspectives are bullish. Dominant signal: Izzy Englander bullish.
How is this calculated? →News Corporation (NWSA) Media & Communications Profile
News Corporation (NWSA) is a leading media and information services company known for its diverse content offerings, including newspapers, digital platforms, and subscription services, positioning itself strongly within the competitive landscape of the entertainment industry.
What Is the Investment Thesis for NWSA?
News Corporation presents a compelling investment thesis driven by its diverse revenue streams and strong market position in the media sector. With a market capitalization of $14.95B and a P/E ratio of 40.7, the company has demonstrated resilience despite industry challenges. Its ongoing investments in digital real estate services and subscription video services are expected to fuel growth, particularly as the demand for online content continues to rise. The company's profit margin of 5.8% and gross margin of 13.9% indicate operational efficiency, while its dividend yield of 0.64% reflects a commitment to returning value to shareholders. Key growth catalysts include the expansion of its digital platforms and the increasing consumption of multimedia content, which are projected to enhance revenue generation. However, potential risks such as competition from digital-first media companies and fluctuations in advertising revenues could impact future performance. Overall, News Corporation's strategic positioning and diversified offerings provide a solid foundation for sustained growth in the evolving media landscape.
Based on FMP financials and quantitative analysis
NWSA Key Highlights
- Market capitalization of $14.95B, indicating a strong position in the media sector.
- P/E ratio of 40.7, reflecting investor confidence in future earnings growth.
- Profit margin of 5.8%, showcasing effective cost management and operational efficiency.
- Gross margin of 13.9%, which is competitive within the media industry.
- Dividend yield of 0.64%, demonstrating a commitment to shareholder returns.
Who Are NWSA's Competitors?
NWSA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| OMC Omnicom Group Inc. | $78.62 | +3.30% | $22.41B | 56 |
| ROKU Roku, Inc. | $142.43 | +1.37% | $21.13B | 90 |
| WMG Warner Music Group (WMG) | $28.28 | +2.09% | $14.76B | 58 |
| TKO TKO Group Holdings, Inc. | $194.42 | -3.96% | $14.58B | 77 |
| NYT The New York Times Company | $73.85 | +2.87% | $11.95B | 91 |
| ANGX Angel Studios, Inc. | $3.54 | +0.00% | $570.54M | 65 |
| TUBE TubeMogul, Inc. | $14.00 | -0.14% | 65 | |
| LGMH Light Media Holdings, Inc. | $0.60 | +0.00% | $33.35M | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NWSA's Key Strengths?
- Strong portfolio of well-known publications and media brands.
- Diverse business segments providing multiple revenue streams.
- Established digital platforms with growing user engagement.
- Experienced leadership team with a track record of success.
What Are NWSA's Weaknesses?
- Dependence on advertising revenues, which can be volatile.
- Challenges in transitioning traditional media to digital formats.
- Limited international presence compared to some competitors.
- Potential reputational risks associated with media coverage.
What Could Drive NWSA Stock Higher?
- Expansion of digital real estate services to capture a growing market.
- Increased subscriber growth in the subscription video services segment.
- Continued investment in content creation to enhance competitive positioning.
- Strategic partnerships to secure exclusive content and broadcasting rights.
- Diversification of advertising revenue streams through digital platforms.
What Are the Key Risks for NWSA?
- Rich valuation — a P/E of 40.7 runs well above the Communication Services sector’s ~18x, leaving little room for a miss.
- Economic downturns affecting advertising revenues and consumer spending.
- Intense competition from digital media companies and streaming services.
- Regulatory changes that could impact media operations and advertising practices.
- Risks associated with transitioning traditional media to digital formats.
What Are the Growth Opportunities for NWSA?
- Growth opportunity 1: The digital real estate services segment is poised for significant growth, driven by the increasing demand for online property listings and related services. The global online real estate market is expected to reach $30 billion by 2025, providing News Corporation with an opportunity to expand its offerings and capture a larger market share through enhanced digital platforms.
- Growth opportunity 2: Subscription video services are gaining traction as consumers shift towards streaming platforms. With the global video streaming market projected to grow to $223 billion by 2028, News Corporation can leverage its existing content library and partnerships to enhance its subscription offerings and attract a broader audience.
- Growth opportunity 3: The book publishing segment presents an opportunity for growth, particularly in the children's and nonfiction categories. The global book publishing market is expected to grow at a CAGR of 2.5% through 2027, allowing News Corporation to expand its portfolio and increase sales through digital and physical channels.
- Growth opportunity 4: The demand for financial news and data services continues to rise, particularly in the wake of economic uncertainty. News Corporation's Dow Jones segment, which includes The Wall Street Journal and MarketWatch, is well-positioned to capitalize on this trend, with the financial news market projected to grow to $10 billion by 2026.
- Growth opportunity 5: Live sports broadcasting rights are becoming increasingly valuable as audiences gravitate towards live content. News Corporation can enhance its revenue streams by securing exclusive broadcasting rights for popular sports events, tapping into the growing sports media market, which is expected to reach $80 billion by 2025.
What Opportunities Does NWSA Have?
- Expansion of digital real estate services in a growing market.
- Increased demand for subscription video services and streaming content.
- Growth potential in the book publishing sector, especially for digital formats.
- Opportunities to secure lucrative live sports broadcasting rights.
What Threats Does NWSA Face?
- Intense competition from digital-first media companies.
- Shifts in consumer behavior towards free content and ad-blocking technologies.
- Economic downturns affecting advertising budgets.
- Regulatory changes impacting media and advertising practices.
What Are NWSA's Competitive Advantages?
- Established brand recognition with a portfolio of trusted publications.
- Diverse revenue streams across multiple segments reduce dependency on any single source.
- Strong digital presence and growing subscription base enhance customer loyalty.
- Extensive content library and proprietary data services provide a competitive edge.
- Strategic partnerships and collaborations expand market reach and capabilities.
What Does NWSA Do?
Founded in 2012 and headquartered in New York City, News Corporation is a prominent media and information services company that has evolved significantly since its inception. The company was established to create and distribute authoritative and engaging content for consumers and businesses globally. It operates through six distinct segments: Digital Real Estate Services, Subscription Video Services, Dow Jones, Book Publishing, News Media, and Other. News Corporation is well-known for its prestigious publications, including The Wall Street Journal, Barron's, and MarketWatch, which it distributes through various channels such as newspapers, websites, mobile apps, and podcasts. The company also owns a wide array of newspapers, including The Australian, The Sun, and the New York Post, catering to diverse audiences across different regions. In addition to news media, News Corporation has a robust book publishing division, offering a range of fiction, nonfiction, and children's literature. The company also provides sports, entertainment, and news services to pay-TV and streaming subscribers, enhancing its revenue streams through cable, satellite, and internet distribution. Furthermore, News Corporation offers property-related advertising and services, capitalizing on the growing digital real estate market. With a workforce of approximately 23,900 employees, News Corporation continues to adapt to the rapidly changing media landscape, leveraging its extensive portfolio to maintain a competitive edge.
What Products and Services Does NWSA Offer?
- Create and distribute authoritative content across various platforms.
- Operate multiple segments, including digital real estate and subscription video services.
- Publish renowned newspapers and magazines, including The Wall Street Journal and New York Post.
- Provide financial news and data services through Dow Jones.
- Offer book publishing services across various genres.
- Deliver sports and entertainment services to subscribers via cable and streaming.
How Does NWSA Make Money?
- Generate revenue through advertising across print and digital platforms.
- Earn subscription fees from digital and pay-TV services.
- Monetize content through licensing and syndication.
- Provide property-related advertising and services on digital platforms.
- Sell books and other publications through retail and online channels.
What Industry Does NWSA Operate In?
The entertainment industry is undergoing significant transformation, driven by the shift towards digital consumption and the increasing demand for diverse content formats. News Corporation operates in a competitive landscape that includes traditional media, digital platforms, and streaming services. As consumers increasingly favor on-demand content, companies like News Corporation are adapting by expanding their digital offerings and subscription models. The global media market is projected to grow, with digital advertising expected to surpass traditional advertising in the coming years. News Corporation's established brands and content portfolio position it well to capitalize on these trends, although it faces competition from both established players and new entrants in the digital space.
Who Are NWSA's Key Customers?
- Consumers seeking news and entertainment across various media.
- Businesses requiring advertising and marketing services.
- Subscribers of digital and pay-TV services.
- Readers of books and publications across multiple genres.
- Real estate professionals and consumers using online property services.
ROE 5%Key Financial Metrics
Return on equity for News Corporation stands at 4.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.7%, showing how much profit it generates from its asset base. NWSA trades at a trailing price-to-earnings ratio of 40.70, above the Communication Services sector average of ~18x. Its free cash flow yield is 3.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.70 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.5%, the inverse of the P/E and a quick read on earnings relative to price.
News Corporation (NWSA) Valuation Context
Valued at $14.95B, NWSA is classified as a large-cap stock. Relative to its peer group, NWSA's quantitative score of 68/100 is roughly in line with the peer average of 74/100.
Company Profile
News Corporation operates in the Entertainment industry within the Communication Services sector. It is headquartered in New York City, US. The company is led by CEO Robert J. Thomson. NWSA has traded publicly since 2013.
F-Score 6/9Financial Health
News Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.29 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project News Corporation revenue of about $8.92B for fiscal 2026, with EPS near $1.06. The estimate reflects 9 contributing analysts.
Net buyingInsider Activity
The most recent 12 insider filings for News Corporation break down as 4 sales and 8 purchases. On net that is roughly 543K shares acquired (about $213K) — insiders putting money in tends to read as conviction.
NWSA Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating potential growth.
- Community sentiment has shifted positively, with many discussions highlighting the value of News Corp's digital assets.
- The ongoing expansion into streaming services aligns with consumer trends, positioning the company well for future revenue streams.
- Positive market perception around its content diversification strategy has garnered interest from both retail and institutional investors.
Bear Case
- Concerns over declining print media revenues persist, as traditional advertising revenue continues to face headwinds.
- Recent controversies surrounding content quality have sparked debates within the community, leading to bearish sentiments.
- Increased competition in the digital space raises questions about News Corp's ability to maintain its market share.
- Market analysts express caution due to potential regulatory challenges that could impact operations and profitability.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
From the Earnings Call
“Revenues increased 6% to $2.4 billion for the quarter, and total segment EBITDA of $521 million expanded 9% despite a onetime inventory-related charge at HarperCollins.”
— Robert Thomson, Chief Executive
“Our adjusted EPS for the quarter was $0.40 compared to $0.33 in the prior quarter, and our profitability margin rose from 21.4% to 22.1%.”
— Robert Thomson, Chief Executive
NWSA Q2 FY2026 earnings call transcript · 2026-02-05
NWSA Latest News
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News Corp (NWSA) Shares Surge 3.3% -- What GF Score of 69 Tells Investors
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NWSA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NWSA.
Price Targets
Consensus target: $32.40
NWSA MoonshotScore
What does this score mean?
The MoonshotScore rates NWSA's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
News Corp (NWSA) Shares Surge 3.3% -- What GF Score of 69 Tells Investors
National Holding Company Acquires Moving.com and MoveAI, Bringing AI-Powered Innovation to the Consumer Moving Experience
After Years of Waiting, Buyers Are Getting Their Summer: Realtor.com® June Housing Report
Life, Liberty and a Mortgage: The 5 Federal Laws That Turned Homeownership Into an American Reality
Leadership: Robert J. Thomson
CEO
Robert J. Thomson has been at the helm of News Corporation since its founding in 2012. With a distinguished career in journalism and media, he previously served as the editor of The Wall Street Journal and held various leadership roles at Dow Jones & Company. Thomson's educational background includes a degree in journalism, which has equipped him with a deep understanding of the media landscape. His strategic vision has been instrumental in guiding News Corporation through the evolving challenges of the industry.
Track Record: Under Thomson's leadership, News Corporation has successfully diversified its revenue streams and expanded its digital offerings. He has overseen the growth of the company's subscription services and the enhancement of its digital platforms, positioning the company for future growth.
News Corporation Communication Services Stock: Key Questions Answered
What does News Corporation do?
News Corporation is a global media and information services company that creates and distributes a wide range of content across various platforms. It operates in six segments, including Digital Real Estate Services and Subscription Video Services, and is known for its prestigious publications such as The Wall Street Journal and New York Post. The company also engages in book publishing and provides financial news and data services through its Dow Jones segment.
What do analysts say about NWSA stock?
Analysts generally view NWSA stock as a stable investment within the media sector, with a focus on its diverse revenue streams and growth potential. Key valuation metrics include a P/E ratio of 40.7, which reflects investor confidence in the company's future earnings. Analysts highlight the importance of subscriber growth in digital services and the potential for increased advertising revenues as catalysts for future performance.
What are the main risks for NWSA?
News Corporation faces several risks, including potential economic downturns that could impact advertising revenues and consumer spending. Ongoing competition from digital-first media companies poses a significant threat, as does the challenge of transitioning traditional media to digital formats. Additionally, regulatory changes could impact the company's operations and advertising practices, necessitating a proactive approach to compliance and adaptation.
What are the key factors to evaluate for NWSA?
News Corporation (NWSA) holds an AI score of 68/100 (moderate). P/E: 40.7x vs the S&P 500's ~20-25x. Analysts target $32.40 (+22%). Not financial advice.
How frequently does NWSA data refresh on this page?
NWSA prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven NWSA's recent stock price performance?
News Corporation (NWSA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong portfolio of well-known publications and media brands. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider NWSA overvalued or undervalued right now?
News Corporation (NWSA) trades at 40.7x earnings. Analysts target $32.40 (+22%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying NWSA?
Before investing in News Corporation (NWSA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Data sourced from company profiles and financial metrics.