Fox Corp Class B (FOX)vsTKO Group Holdings, Inc. (TKO)
FOX
Fox Corp Class B
$58.43
-1.22%
COMMUNICATION SERVICES · Cap: $24.49B
TKO
TKO Group Holdings, Inc.
$189.30
-1.63%
COMMUNICATION SERVICES · Cap: $35.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class B generates 223% more annual revenue ($17.13B vs $5.30B). FOX leads profitability with a 9.8% profit margin vs 4.3%. FOX appears more attractively valued with a PEG of 1.05. FOX earns a higher WallStSmart Score of 65/100 (B-).
FOX
Strong Buy65
out of 100
Grade: B-
TKO
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.9%
Fair Value
$48.68
Current Price
$58.43
$9.75 premium
Margin of Safety
-25.8%
Fair Value
$167.22
Current Price
$189.30
$22.08 premium
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 25.2%
Revenue surging 28.1% year-over-year
Generating 2.6B in free cash flow
Strong operational efficiency at 32.4%
18.2% revenue growth
Areas to Watch
3.1% earnings growth
ROE of 6.8% — below average capital efficiency
4.3% 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. Revenue growth of 28.1% demonstrates continued momentum. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : TKO
The strongest argument for TKO centers on Operating Margin, Revenue Growth. Revenue growth of 18.2% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : FOX
The primary concerns for FOX are EPS Growth.
Bear Case : TKO
The primary concerns for TKO are Return on Equity, Profit Margin, Debt/Equity. A P/E of 65.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
TKO carries more volatility with a beta of 0.64 — expect wider price swings.
FOX is growing revenue faster at 28.1% — sustainability is the question.
FOX generates stronger free cash flow (2.6B), providing more financial flexibility.
Monitor ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FOX scores higher overall (65/100 vs 59/100) and 28.1% revenue growth. Both earn "Strong 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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