NWSA
News Corporation
NWSA has the edge over VZ overall, supported by stronger valuation and stronger modeled upside.
VZ
Verizon Communications Inc.
VZ's outlook is improving, though it still trails on the overall score.
NWSA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
NWSA's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
NWSA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $16.11 | -39% |
| Forward | 18x | $26.27 | — |
| Current | 24x | $26.27 | — |
| Fair | 32x | $36.05 | +37% |
| Expensive | 65x | $72.57 | +176% |
Historical ranges are pointers, not guarantees.
NWSA's PE is in its cheap range at 24x. If earnings grow as analysts expect, today's price would be 18x next year's earnings.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ has the edge over NWSA in the historical PE scenario, which offers more potential upside but is not a forecast.
NWSA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
NWSA has the edge over VZ on the outlook, with more favorable revenue expectations.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
NWSA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.44 | +28% |
| Q3 2026 | $1.12 | -46% |
| Q2 2026 | $1.03 | -50% |
| Q1 2026 | $2.01 | +134% |
| Q4 2025 | $2.03 | +178% |
| Q3 2025 | $2.07 | +234% |
| Q2 2025 | $2.08 | +352% |
| Q1 2025 | $0.86 | +146% |
| Q4 2024 | $0.73 | +87% |
NWSA has the edge over VZ on earnings, with more consistent year-over-year improvement.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
NWSA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +6.4% |
| Q2 2026 | $2.3B | +11% |
| Q1 2026 | $2.2B | +8.8% |
| Q4 2025 | $2.4B | +5.5% |
| Q3 2025 | $2.1B | -17% |
| Q2 2025 | $2.1B | -18% |
| Q1 2025 | $2B | -17% |
| Q4 2024 | $2.2B | -13% |
NWSA's revenue is recovering but still below its 2021 peak: $2.3B last quarter, up 6.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +3.1 points |
| Q2 2026 | 12% | +5.6 points |
| Q1 2026 | 8.7% | +1.1 points |
| Q4 2025 | 16% | -3.7 points |
| Q3 2025 | 9.9% | +2 points |
| Q2 2025 | 6.3% | +2 points |
| Q1 2025 | 7.5% | +4.9 points |
| Q4 2024 | 19% | +8.5 points |
NWSA's operating margin was 13% last quarter, up 3.1 points from the same quarter a year ago.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ has the edge over NWSA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ has the edge over NWSA on profitability, with a higher operating margin.
NWSA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$89M | -2325% |
| Q2 2026 | $276M | +763% |
| Q1 2026 | $399M | -4.5% |
| Q4 2025 | $132M | -13% |
| Q3 2025 | $4M | +$35M |
| Q2 2025 | $32M | -71% |
| Q1 2025 | $418M | -0.9% |
| Q4 2024 | $152M | -39% |
NWSA usually generates cash, though not every quarter: the latest was −$89M, but it generated $718M over the past year.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ has the edge over NWSA on cash flow, with more consistent year-over-year improvement.
NWSA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.8% | -15.7M shares |
| 1 year | -4.3% | -24.2M shares |
| 3 years | -5.5% | -31.4M shares |
| 5 years | -8.7% | -51.7M shares |
| Available history | -8.1% | -47.6M shares |
NWSA has the edge over VZ on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $166M |
| Q2 2026 | $185M |
| Q1 2026 | $192M |
| Q4 2025 | $172M |
| Q3 2025 | $92M |
| Q2 2025 | $36M |
| Q1 2025 | $36M |
| Q4 2024 | $40M |
NWSA spent $715M buying back its own shares over the past year, about four times what it spent the year before.
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has 4.2B diluted shares, down 1.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
NWSA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | -0.2x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | 0.1x | Very low |
NWSA has the edge over VZ on leverage, with a lower net debt burden relative to earnings.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
NWSA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.2 | Neutral |
| Stochastic | 20.2 | Neutral |
NWSA's weekly RSI is 42 (neutral) and its Stochastic is 20 (neutral).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
NWSA PE vs Communication Services Sector
| Metric | NWSA | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 16x | 43% above |
| PE % | 32 | 26 | 6 pts above |
NWSA is trading at 24x earnings, a 43% premium to the Communication Services sector's median of 16x.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ has the edge over NWSA on valuation relative to its sector.
NWSA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.6 | 8.2% below |
| 20 week MA | $28.7 | 8.5% below |
| 50 week MA | $26.7 | 1.8% below |
| 100 week MA | $27.4 | 4% below |
| 200 week MA | $25.2 | 4.1% above |
NWSA has fallen below most of its moving averages, though it's still 4.1% above its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over NWSA on trend strength, trading above more of its moving averages.
NWSA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.2 | $17.8 | +26% |
| 2021 | $17.8 | $22.3 | +25% |
| 2022 | $22.3 | $18.3 | -18% |
| 2023 | $18.3 | $24.6 | +34% |
| 2024 | $24.6 | $27.8 | +13% |
| 2025 | $27.8 | $26.2 | -5.6% |
| 2026 YTD | $26.2 | $26.3 | +0.2% |
NWSA has finished higher in four of the last six years. It's roughly flat so far in 2026.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has the edge over NWSA on returns for 2026, with the stronger performance.