NWSA vs ZD
News Corp (Class A) vs Ziff Davis, Inc. — AI-powered side-by-side comparison
NWSA
News Corp (Class A)
66
Buy
VS
ZD
Ziff Davis, Inc.
54
Watch
| Metric | NWSA | ZD |
|---|
| AI Score |
66
|
54
|
| Price |
$28.62
|
$53.57
|
| P/E Ratio |
31.72×
|
3.03×
|
| ROE |
6.7%
|
2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.9%
|
77.1%
|
| Debt / Equity |
0.33×
|
0.39×
|
| Dividend Yield |
0.6%
|
0.0%
|
| RSI (14) |
53.3
|
52.5
|
| Beta |
0.911
|
1.018
|
| Expected Upside |
+10.9%
|
—
|
AI Committee View
Current Innellis committee reasoning for NWSA versus ZD.
NWSA leads by 12 points.
NWSA scores 66/100 (Buy) versus ZD at 54/100 (Watch).
NWSA Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- 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 28.5 is moderate-to-rich — Value
- EPS declining -50.5% YoY despite any revenue growth — Growth
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
ZD Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -1.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.8x is a discount to asset value — Value
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 43.8 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