FOXA · NMS · Communication Services
Fox Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 105.38
Market price
USD 64.45
Implied upside
+63.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 17.9bn | USD 18.8bn | USD 19.7bn | USD 20.6bn | USD 21.6bn | +4.7% |
| EBIT | USD 3.4bn | USD 3.6bn | USD 3.8bn | USD 3.9bn | USD 4.1bn | +4.7% |
| NOPAT | USD 2.7bn | USD 2.8bn | USD 3.0bn | USD 3.1bn | USD 3.3bn | +4.7% |
| Add depreciation & amortisation | USD 461.6m | USD 483.4m | USD 506.2m | USD 530.1m | USD 555.1m | +4.7% |
| Less capital expenditure | USD -440.4m | USD -461.2m | USD -483.0m | USD -505.8m | USD -529.7m | +4.7% |
| Less increase in working capital | USD 165.9m | USD 173.7m | USD 181.9m | USD 190.5m | USD 199.5m | -4.7% |
| Free cashflow to firm | USD 2.9bn | USD 3.0bn | USD 3.2bn | USD 3.3bn | USD 3.5bn | +4.7% |
| Discount factor | 0.9629 | 0.8928 | 0.8277 | 0.7674 | 0.7115 | - |
| Present value | USD 2.8bn | USD 2.7bn | USD 2.6bn | USD 2.6bn | USD 2.5bn | -2.9% |
| Present Value Of The Forecast | USD 13.2bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.705 | Reported 0.559, pulled toward 1.0 (Blume) |
| Cost of equity | 8.87% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.33% | Interest expense / average total debt |
| Market capitalisation | USD 27.1bn | 78.2% of capital |
| Total debt | USD 7.6bn | 21.8% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.86% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
73% of EV
- Forecast FCFF, final year
- USD 3.5bn
- Capex at depreciation, working capital in reinvestment
- USD 3.3bn
- Less reinvestment at g/ROIC (19.1% of NOPAT)
- USD -632.9m
- Capitalised
- USD 2.7bn
- ROIC (reported)
- 13.1%
- Terminal value, undiscounted
- USD 51.3bn
- Terminal value, discounted
- USD 36.5bn
- Enterprise value
- USD 49.6bn
- Less net debt
- USD 3.4bn
- Equity value
- USD 46.3bn
Exit at 7.8x EBITDA
66% of EV
- Terminal value, undiscounted
- USD 36.5bn
- Terminal value, discounted
- USD 26.0bn
- Enterprise value
- USD 39.1bn
- Less net debt
- USD 3.4bn
- Equity value
- USD 35.8bn
Spread between methods: 26%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.86% | 144.16 | 154.54 | 167.95 | 185.98 | 211.57 |
| 6.86% | 116.89 | 122.58 | 129.52 | 138.20 | 149.41 |
| 7.86% | 98.18 | 101.49 | 105.38 | 110.03 | 115.70 |
| 8.86% | 84.53 | 86.52 | 88.80 | 91.42 | 94.51 |
| 9.86% | 74.13 | 75.34 | 76.69 | 78.20 | 79.93 |
Outlined: this model. Green text: above today's price of 64.45. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 4.7% | -4.7% | -9.4pp |
| EBIT margin | 19.1% | 12.0% | -7.1pp |
| Discount rate | 7.9% | 11.2% | +3.4pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.