Added to YB: 2026-07-10
Pitch date: 2026-07-08
FOX [neutral]
Fox Corporation
+20.27%
current return
Author Info
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Company Info
Fox Corporation operates as a news, sports, and entertainment company in the United States. It operates in two segments, Cable Network Programming and Television.
Market Cap
$25.7B
Pitch Price
$47.51
Price Target
N/A
Dividend
0.90%
EV/EBITDA
7.30
P/E
16.78
EV/Sales
1.71
Sector
Media
Category
special_situation
$FOX: the market hated the Roku deal — is that the opportunity?
FOX (overview): Down ~27% since Roku deal to ~$50, ~$22B cap, 9.3x fwd earnings, ~1.1% yield despite 16%+ FY25 rev growth. McMillan's contrarian case: market overshoots on value-destruction fear; Fox News, sports, profitable Tubi still generate cash. $160/Roku share ($96 cash), existing holders own 73%. Risks: no consumer-tech experience, integration, debt load, Murdoch dual-class, shrinking linear. Q4 print early-Aug; H1 2027 close. Interesting, not table-pound.
Read full article (2 min)