FOX vs ZD
Fox Corporation (Class B) vs Ziff Davis, Inc. — AI-powered side-by-side comparison
FOX
Fox Corporation (Class B)
52
Watch
VS
ZD
Ziff Davis, Inc.
61
Buy
| Metric | FOX | ZD |
|---|
| AI Score |
52
|
61
|
| Price |
$61.56
|
$55.77
|
| P/E Ratio |
15.83×
|
3.15×
|
| ROE |
14.5%
|
2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.4%
|
77.1%
|
| Debt / Equity |
0.65×
|
0.39×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
76.8
|
59.5
|
| Beta |
0.576
|
1.018
|
| Expected Upside |
+0.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for FOX versus ZD.
ZD leads by 9 points.
ZD scores 61/100 (Buy) versus FOX at 52/100 (Watch).
FOX Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 27.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- EPS declining -5.9% YoY despite any revenue growth — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 75 is in overbought territory — Technical
ZD Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.43 across 7 articles, 14d). The main limiting factor is revenue declining -1.8% yoy -- this is not a growth story right now. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 0.8x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 44.3 is expensive by classic value standards — Value
- ROE of only 2.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -1.8% YoY -- this is not a growth story right now — Growth