Fox Corp Class B (FOX)vsTKO Group Holdings, Inc. (TKO)
FOX
Fox Corp Class B
$59.88
+1.96%
COMMUNICATION SERVICES · Cap: $24.76B
TKO
TKO Group Holdings, Inc.
$203.49
+0.49%
COMMUNICATION SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class B generates 220% more annual revenue ($16.20B vs $5.06B). FOX leads profitability with a 10.6% profit margin vs 4.5%. TKO appears more attractively valued with a PEG of 1.43. TKO earns a higher WallStSmart Score of 63/100 (C+).
FOX
Buy53
out of 100
Grade: C-
TKO
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.8%
Fair Value
$44.45
Current Price
$59.88
$15.43 premium
Intrinsic value data unavailable for TKO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.4%
Generating 1.8B in free cash flow
Earnings expanding 63.0% YoY
Strong operational efficiency at 21.2%
Revenue surging 25.9% year-over-year
Areas to Watch
Expensive relative to growth rate
Revenue declined 8.6%
Earnings declined 49.3%
ROE of 6.7% — below average capital efficiency
4.5% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FOX
The strongest argument for FOX centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : TKO
The strongest argument for TKO centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 25.9% demonstrates continued momentum. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bear Case : FOX
The primary concerns for FOX are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : TKO
The primary concerns for TKO are Return on Equity, Profit Margin, Debt/Equity. A P/E of 75.7x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
FOX profiles as a declining stock while TKO is a growth play — different risk/reward profiles.
TKO carries more volatility with a beta of 0.62 — expect wider price swings.
TKO is growing revenue faster at 25.9% — sustainability is the question.
FOX generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
TKO scores higher overall (63/100 vs 53/100) and 25.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fox Corp Class B
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
TKO Group Holdings, Inc.
COMMUNICATION SERVICES · ENTERTAINMENT · USA
TKO Group Holdings, Inc. is a sports and entertainment company. The company is headquartered in New York, New York.
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