Fox vs Formula One
This page compares Fox Corporation (Class B) and Formula One (Liberty Media Group), examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Fox Corporation (Class B) and Formula One (Liberty Media Group), examining their business models, financial performance, and market context in a neutral, accessible way. Educational...
Why It's Moving
FOX Class B shares surge to 52-week high amid robust advertising momentum and analyst upgrades.
- FOX reached a 52-week high of $61.23 on December 5, reflecting 2.4% gains in the past month and outpacing its sector amid strong market confidence.
- Q1 earnings crushed estimates with $1.51 EPS (vs. $1.06 expected) and $3.74B revenue (up 5% YoY), driven by 6% advertising revenue growth despite cable news headwinds.
- Analysts like CFRA and UBS hiked price targets to $73 and $76 respectively, citing a booming ad market and 3% distribution gains signaling sustained profitability.
Split-off of Liberty Live and F1 reattribution dominate FWONK moves as asset reshuffle clears way for separate Live Nation exposure
- Split-off approved: Liberty shareholders approved the Liberty Live split-off and Liberty Media said the split-off is expected to occur on December 15, 2025, which will list Liberty Live Holdings separately and leave FWONK more concentrated on Formula 1 and MotoGP—a corporate step that can make FWONK’s earnings and asset base easier to value.
- Net-asset reattribution: Management finalized a reattribution that moves roughly $421.7 million of net asset value between the Live and Formula One groups (including cash and minority interests), materially reshaping what remains attributed to FWONK and clarifying which operating assets and liabilities sit with the Formula One Group.
- Market signal and flows: Recent SEC filings show insider and institutional activity — including director share sales and reported stake increases/decreases — and analysts have recently adjusted views, prompting short-term trading around the split-off and leading investors to reprice FWONK based on a narrower, F1-focused asset mix.
FOX Class B shares surge to 52-week high amid robust advertising momentum and analyst upgrades.
- FOX reached a 52-week high of $61.23 on December 5, reflecting 2.4% gains in the past month and outpacing its sector amid strong market confidence.
- Q1 earnings crushed estimates with $1.51 EPS (vs. $1.06 expected) and $3.74B revenue (up 5% YoY), driven by 6% advertising revenue growth despite cable news headwinds.
- Analysts like CFRA and UBS hiked price targets to $73 and $76 respectively, citing a booming ad market and 3% distribution gains signaling sustained profitability.
Split-off of Liberty Live and F1 reattribution dominate FWONK moves as asset reshuffle clears way for separate Live Nation exposure
- Split-off approved: Liberty shareholders approved the Liberty Live split-off and Liberty Media said the split-off is expected to occur on December 15, 2025, which will list Liberty Live Holdings separately and leave FWONK more concentrated on Formula 1 and MotoGP—a corporate step that can make FWONK’s earnings and asset base easier to value.
- Net-asset reattribution: Management finalized a reattribution that moves roughly $421.7 million of net asset value between the Live and Formula One groups (including cash and minority interests), materially reshaping what remains attributed to FWONK and clarifying which operating assets and liabilities sit with the Formula One Group.
- Market signal and flows: Recent SEC filings show insider and institutional activity — including director share sales and reported stake increases/decreases — and analysts have recently adjusted views, prompting short-term trading around the split-off and leading investors to reprice FWONK based on a narrower, F1-focused asset mix.
Which Baskets Do They Appear In?
Media Giants M&A: Valuation Gaps Could Stall Deals
Warner Bros. Discovery's rejection of Paramount's takeover bid highlights a major consolidation trend in the media sector. This theme focuses on companies poised to benefit from the ongoing wave of mergers and acquisitions as entertainment giants scale up to compete.
Published: October 13, 2025
Explore BasketMedia's Pricing Power
Spotify is increasing its subscription prices to invest in new services, reflecting a strategic shift towards profitability. This move highlights an opportunity in other media companies with strong brand loyalty and the ability to raise prices without losing subscribers.
Published: August 25, 2025
Explore BasketMedia's Next Chapter: Consolidation & Opportunity
Paramount's major job cuts following its merger with Skydance signal a significant consolidation trend within the media industry. This theme focuses on companies poised to benefit from the strategic shifts and talent redistribution occurring in the competitive content landscape.
Published: August 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Media Giants M&A: Valuation Gaps Could Stall Deals
Warner Bros. Discovery's rejection of Paramount's takeover bid highlights a major consolidation trend in the media sector. This theme focuses on companies poised to benefit from the ongoing wave of mergers and acquisitions as entertainment giants scale up to compete.
Published: October 13, 2025
Explore BasketMedia's Pricing Power
Spotify is increasing its subscription prices to invest in new services, reflecting a strategic shift towards profitability. This move highlights an opportunity in other media companies with strong brand loyalty and the ability to raise prices without losing subscribers.
Published: August 25, 2025
Explore BasketMedia's Next Chapter: Consolidation & Opportunity
Paramount's major job cuts following its merger with Skydance signal a significant consolidation trend within the media industry. This theme focuses on companies poised to benefit from the strategic shifts and talent redistribution occurring in the competitive content landscape.
Published: August 24, 2025
Explore BasketEntertainment's Consolidation Wave
The resignation of Paramount's co-CEO after its merger with Skydance signals a major strategic shift for the media giant. This consolidation exemplifies a broader entertainment industry trend, creating potential investment opportunities among other media companies poised for growth.
Published: August 7, 2025
Explore BasketMedia Shake-Up: Beyond The Paramount Merger
Following the FCC's approval of the $8 billion Skydance-Paramount merger, a major consolidation is set to reshape the media industry. This landmark event creates a potential opening for other entertainment and media firms to seize a competitive advantage as the new company navigates significant operational changes.
Published: July 27, 2025
Explore BasketMedia Consolidation: The Paramount-Skydance Ripple Effect
The FCC's approval of the $8 billion merger between Paramount and Skydance reshapes the media landscape, creating a new entertainment powerhouse. This major consolidation presents an opportunity for rival media companies and content producers to gain a competitive edge as the new entity navigates its integration.
Published: July 26, 2025
Explore BasketInvestment Analysis
Fox
FOX
Pros
- Fox Corporation has demonstrated strong revenue and earnings growth, with a 16.6% year-on-year increase in revenue and a 50.8% rise in net income.
- The company maintains a robust balance sheet with a current ratio of 2.45 and a quick ratio of 2.26, indicating solid liquidity and financial stability.
- Fox's diversified business segments, including news, sports, entertainment, and digital platforms, provide multiple revenue streams and reduce reliance on any single market.
Considerations
- Fox's business is exposed to ongoing regulatory and political risks, particularly due to its news segment's high-profile nature and associated controversies.
- The company faces significant competition from digital streaming platforms, which could pressure its traditional cable and broadcast advertising revenues.
- Fox's reliance on advertising revenue makes it vulnerable to economic cycles and fluctuations in advertiser spending.
Formula One
FWONK
Pros
- Formula One Group controls exclusive commercial rights to the FIA Formula One World Championship, providing a unique and highly valuable global sports property.
- The Formula One brand has experienced strong international expansion, with races held across five continents and increasing global viewership.
- Liberty Media's ownership structure and strategic investments have supported Formula One's growth and modernisation, including digital and media initiatives.
Considerations
- Formula One's high valuation is reflected in a price-to-earnings ratio above 60, which may limit upside and increase sensitivity to earnings disappointments.
- The business is dependent on a small number of partners and stakeholders, including teams, promoters, and broadcasters, creating execution and negotiation risks.
- Formula One's revenue is exposed to macroeconomic factors, such as changes in sponsorship, advertising, and ticket sales, which can fluctuate with economic conditions.
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