FoxExpedia

Fox vs Expedia

Fox (Fox Corporation (Class B)) and Expedia Inc. are compared on this page across business models, financial performance, and market context, with neutral, accessible explanations designed to help rea...

Why It's Moving

Fox

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.
Sentiment:
πŸƒBullish
Expedia

Expedia rallies as upbeat Q3 results, a dividend and guidance lift investor sentiment

  • Earnings beat and profitability: Expedia posted a notable profit recovery with GAAP net income and adjusted EPS up year-over-year, and adjusted EBITDA and margins expanding β€” a sign the company is converting revenue growth into stronger operating profitability (Q3 results).
  • Raised guidance and demand trends: Management lifted full‑year 2025 guidance for bookings, revenue and EBITDA margin expansion, implying management sees sustained travel demand and improving unit economics heading into 2026 (guidance raise).
  • Shareholder returns and corporate moves: The company declared a $0.40 quarterly cash dividend and continued sizable share repurchases (hundreds of millions in the quarter and over $1B year‑to‑date), signaling confidence in cash flow and returning capital to investors (dividend and buybacks).
Sentiment:
πŸƒBullish

Which Baskets Do They Appear In?

Media Giants M&A: Valuation Gaps Could Stall Deals

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

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Media M&A Stocks (Warner Bros Discovery Rejection)

Media M&A Stocks (Warner Bros Discovery Rejection)

Warner Bros. Discovery rejected Paramount Skydance's takeover bid, signaling a major valuation clash in the media sector. This ongoing consolidation battle could create investment opportunities among other media giants and content companies poised to benefit from the industry's strategic realignment.

Published: October 12, 2025

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Hollywood Deals Beyond Paramount: Next Targets

Hollywood Deals Beyond Paramount: Next Targets

Paramount Skydance's reported offer to acquire Warner Bros. Discovery signals a major consolidation wave in the entertainment sector. This theme invests in other media and entertainment companies that could become the next acquisition targets or key partners in a rapidly concentrating industry.

Published: September 20, 2025

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Media Investment (Post-Murdoch Settlement) Opportunities

Media Investment (Post-Murdoch Settlement) Opportunities

A major settlement has solidified Lachlan Murdoch's control over the Fox and News Corp media empire, ensuring editorial and strategic continuity. This resolution of the family's succession plan could create investment opportunities across the media landscape.

Published: September 9, 2025

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Media's Consolidation Wave

Media's Consolidation Wave

Following the merger of Paramount and Skydance, the new entity is cutting thousands of jobs to achieve cost synergies, highlighting a broader industry trend. This strategic shift towards efficiency and premium content acquisition could create opportunities for other media giants and specialized content producers.

Published: August 25, 2025

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Media's Pricing Power

Media'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

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Media's Next Chapter: Consolidation & Opportunity

Media'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

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Broadcast Media Consolidation Stocks 2025 | M&A Trends

Broadcast Media Consolidation Stocks 2025 | M&A Trends

Nexstar's $6.2 billion acquisition of Tegna marks a significant consolidation in the local TV broadcast industry. This deal could spark further mergers and acquisitions, creating opportunities for other major players in the media landscape.

Published: August 21, 2025

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Media Shakeup: The Broadcast Consolidation Play

Media Shakeup: The Broadcast Consolidation Play

Sinclair Broadcast Group is exploring a merger for its TV division, a move that could spark a new round of industry consolidation. This theme focuses on other broadcast companies that may be attractive acquisition targets or partners in a changing media landscape.

Published: August 12, 2025

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Entertainment's Consolidation Wave

Entertainment'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

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Media's Great Unbundling: The WBD Split

Media's Great Unbundling: The WBD Split

Warner Bros. Discovery is splitting into two distinct companies, creating a focused streaming and studio entity and a separate global networks business. This strategic separation highlights an investment opportunity in specialized media firms poised to benefit from a landscape of more focused competitors.

Published: July 29, 2025

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Media Shake-Up: Beyond The Paramount Merger

Media 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

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Media Consolidation: The Paramount-Skydance Ripple Effect

Media 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

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Capturing The Airwaves: Private Media's Opportunity

Capturing The Airwaves: Private Media's Opportunity

This carefully selected group of media stocks is positioned to benefit from a major shift in the broadcasting landscape. With public media losing federal funding, private companies have a unique opportunity to expand their audience and boost advertising revenue.

Published: July 21, 2025

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Cinema Revival: AMC's Next Feature

Cinema Revival: AMC's Next Feature

This group of stocks has been carefully selected by our professional analysts to capture the potential rebound in the movie theater industry. From theater chains like AMC to content creators and premium experience providers, these companies are positioned to benefit as audiences return to the big screen.

Published: July 14, 2025

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Investment Analysis

Fox

Fox

FOX

Pros

  • Fox Corporation reported a strong revenue growth of 16.6% in 2025, reaching $16.3 billion, alongside a 50.77% increase in net income to $2.26 billion.
  • The company holds leading positions in cable news and sports broadcasting, with iconic brands such as FOX News Media and FOX Sports that provide pricing power.
  • Fox’s diversified segments, including cable network programming, television, and the consumer finance marketplace, create multiple revenue streams supporting its financial stability.

Considerations

  • Fox operates in a highly competitive and evolving media landscape, with ongoing risks related to shrinking pay-TV subscribers and shifts toward digital platforms.
  • The relatively low dividend yield of about 0.96% may make it less attractive for income-focused investors.
  • Fox’s beta of approximately 0.53 indicates lower market volatility but also less growth leverage compared to more dynamic industry peers.

Pros

  • Expedia Group has a substantial market capitalization around $27 billion and benefits from a robust recovery in global travel demand post-pandemic.
  • The company has a significant earnings per share of $8.65 with a manageable P/E ratio near 27, reflecting solid profitability metrics.
  • Expedia's diversified online travel platform portfolio positions it well to capture growth in various travel segments, including lodging, flights, and experiences.

Considerations

  • Expedia's relatively high beta of about 1.56 indicates sensitivity to market fluctuations and potential volatility in earnings.
  • A high P/E ratio compared to Fox suggests Expedia might be more expensive relative to its current earnings, increasing valuation risks.
  • The cyclical nature of the travel industry exposes Expedia to macroeconomic headwinds such as inflation, geopolitical risks, and fluctuating consumer travel confidence.

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