Carnival vs Fox

This page compares Carnival plc and Fox Corporation (Class B), examining business models, financial performance, and market context. It offers a neutral overview of how each company generates revenue, utilizes resources, and competes in its sector, helping readers understand similarities and differences without providing recommendations. Educational content, not financial advice.

This page compares Carnival plc and Fox Corporation (Class B), examining business models, financial performance, and market context. It offers a neutral overview of how each company generates revenue,...

Comparison Snapshot

Key Financial Metrics

CUK

Metric

FOX

$37.57B

Market Cap

$30.54B

N/A

Potential Profit

10.44%

N/A

Analyst Rating

Buy

Why It's Moving

Carnival Powers Ahead with Record 2025 Results and Dividend Comeback

Adjusted net income hit $3.1B on record $26.6B revenues and $7.2B EBITDA, showcasing robust post-pandemic demand recovery.
Debt metrics strengthened to 3.4x net debt/EBITDA with $10B reduction since peak, plus Fitch investment-grade nod and $19B refinancing success.
Quarterly $0.15/share dividend reinstated (record Feb 13) and dual-listed structure unification proposed, streamlining for future growth.

Sentiment:

🐃Bullish

Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds

Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
$5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.

Sentiment:

🐃Bullish

Carnival Powers Ahead with Record 2025 Results and Dividend Comeback

Adjusted net income hit $3.1B on record $26.6B revenues and $7.2B EBITDA, showcasing robust post-pandemic demand recovery.
Debt metrics strengthened to 3.4x net debt/EBITDA with $10B reduction since peak, plus Fitch investment-grade nod and $19B refinancing success.
Quarterly $0.15/share dividend reinstated (record Feb 13) and dual-listed structure unification proposed, streamlining for future growth.

Sentiment:

🐃Bullish

Fox Corp Stock Climbs on Streaming Strength Despite Q2 Earnings Clouds

Tubi surged 27% in revenue for Q1 2026, hitting profitability for the first time amid booming ad demand in sports and pharma, signaling robust streaming momentum.
Q1 results crushed forecasts with 36% EPS outperformance and 5% revenue beat, extending Fox's streak of topping estimates in every prior quarter.
$5.35B cash pile fuels a massive $12B buyback program, with analysts rating it Moderate Buy for its undervalued growth potential.

Sentiment:

🐃Bullish

Investment Analysis

Carnival

CUK

Pros

Carnival shows a relatively low price-to-earnings ratio around 13.58, indicating potential value compared to earnings.
The company has successfully priced a $1.25 billion senior unsecured notes offering, which could strengthen liquidity.
There is consensus among some analysts for moderate upside with average price targets suggesting potential gains above current price levels.

Considerations

Recent technical indicators and sentiment data point to a bearish outlook and a predicted share price decline around 24% by December 2025.
Carnival faces medium price volatility and a Fear & Greed Index suggesting investor caution and uncertainty.
The cruise industry remains sensitive to macroeconomic and travel demand fluctuations, posing execution and cyclical risks.

Fox

FOX

Pros

Fox Corporation has strong competitive positioning with lucrative sports rights and leading cable news viewership, supporting revenue stability.
The company’s diversified segments include cable networks, broadcast TV, and streaming services offering balanced growth avenues.
Current valuation metrics like P/E around 11.1 and price-to-book of 2.1 indicate a reasonable valuation relative to some consumer cyclicals peers.

Considerations

Fox trades at a high valuation premium compared to intrinsic fair value estimates, suggesting limited valuation upside near term.
The media and broadcasting sectors face regulatory uncertainty and evolving consumer preferences impacting long-term stability.
Dividend yield is modest under 1%, offering limited income appeal relative to some other media stocks.

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