News's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of News (NWSA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: News vs Its Competitors
- TTM: Trailing 12-month revenue of 9,028M vs 771,012M combined for its competitors (1.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.5% annualized vs trailing 12 months), vs holding steady (+1.0%) for its tracked peer group.
- Growth: News generated 10.8% revenue growth year over year in Q4 2026, vs 12.7% for its competitors combined.
- Profitability: Its 9.8% net margin compares with 62.3% for the peer group.
- Scale: News ranks #1 of 15 companies by market capitalization in the Publishing & Information industry, holding 31.0% of industry market cap.
- Peer revenue share: News accounted for 1.2% of combined revenue among its tracked peer group, down from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.42M compares with $1.19M for the peer group (0.3x).
- Structure: News operates in the following segments: Dow Jones, Book Publishing, News and Information Services, Digital Real Estate Services; and reports the following subsidiaries: SUN.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
NWSA Sales vs. its Competitors, Q4 2026
News reported revenue growth of 10.81 % year on year in Q4 2026, below its competitors' combined revenue growth of 12.68 %.
With a net margin of 9.84 %, News reported lower profitability than its competitors (62.31 %).
News generated 1.19 % of the combined sales of its peer group, down from 1.21 % a year earlier.
API endpoints for this dataset
News vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in News reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across News and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| News Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (4) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across News's competitor groups requires a Commercial License.
For context: the Publishing & Information industry grew revenue 4.2% year over year, combined, vs 10.8% for News. News's share of combined industry revenue moved from 13.58% to 14.45%, a gain of 0.87 percentage points.
News's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| News Corporation | Yes | Yes | Yes | No |
| Competitors combined (27) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 62.50 % (5 of 8) | 62.50 % (5 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
NWSA Stock Performance relative to its Competitors
NWSA Stock Performance relative to High-Confidence Competitors
NWSA Stock Performance relative to Similar-Size Competitors
NWSA Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Dallasnews Corporation | 282.9% | Outperformed |
| 2 | The E w Scripps Company | 282.9% | Outperformed |
| 3 | Sphere Entertainment Co | 282.9% | Outperformed |
| 4 | Hasbro Inc | 282.9% | Outperformed |
| 5 | Sirius Xm Holdings Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for News's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of News Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 News Corporation |
14,786.43 | 9,028.00 |
 Alphabet Inc |
3,484,560.32 | 471,097.00 |
 Walt Disney Co |
204,314.46 | 98,861.00 |
 Cme Group Inc |
110,188.86 | 6,972.30 |
 Intercontinental Exchange Inc |
97,962.00 | 14,100.00 |
 Moody s Corporation |
89,308.42 | 8,199.00 |
| SUBTOTAL | 4,351,716.85 | 846,566.96 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on News Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
News's Competitors Named by the Company
Competitive relationships identified from News reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Anywhere Real Estate Inc | Company report | 85% |
| Bloomia Holdings inc | Company report | 85% |
| LDWY | Company report | 85% |
| Nexstar Media Group Inc | Company report | 85% |
| Factset Research Systems Inc | Company report | 85% |
| Sirius Xm Holdings Inc | Company report | 85% |
| Quad | Company report | 85% |
| Gray Media Inc | Company report | 85% |
| Tegna Inc | Company report | 85% |
| Sinclair inc | Company report | 85% |
| The New York Times Company | Company report | 85% |
| Warner Bros Discovery Inc | Company report | 85% |
| Walt Disney Co | Company report | 85% |
| Graham Holdings Co | Company report | 85% |
| Fox Corporation | Company report | 85% |
| Comcast corporation | Company report | 85% |
| Dallasnews Corporation | Company report | 85% |
| Zillow Group Inc | Company report | 85% |
| GCI | Company report | 85% |
| Buzzfeed Inc | Company report | 85% |
| The E w Scripps Company | Company report | 85% |
| Alphabet Inc | Company report | 85% |
| Meredith Corporation | Company report | 85% |
| Usa Today Co Inc | Company report | 85% |
| Alphabet Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for News's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
News's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| News Corporation | Dow Jones 27.62 % |
| Alphabet Inc | Google Services 75.49 % |
| Intercontinental Exchange Inc | Exchanges 66.31 % |
| Moody s Corporation | Rating Revenue 53.14 % |
| Comcast corporation | Residential Connectivity and Platforms 58.09 % |
| Warner Bros Discovery Inc | Global Linear Networks 49.22 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
News's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| News Corporation | 14,786 | 416,037 | 34,240 |
| Alphabet Inc | 3,484,560 | 10,191,610 | 5,098,953 |
| Walt Disney Co | 204,314 | 427,970 | 39,983 |
| Cme Group Inc | 110,189 | 1,799,303 | 1,139,277 |
| Intercontinental Exchange Inc | 97,962 | 1,097,789 | 327,702 |
| Moody s Corporation | 89,308 | 510,015 | 179,460 |
| PEERS TOTAL | 4,336,930 | 1,194,380 | 388,902 |
News's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| News Corporation | United States and Canada 48.38 % |
| Alphabet Inc | United States 53.05 % |
| Moody s Corporation | United States 56.06 % |
| Nasdaq Inc | United States 75.55 % |
| Factset Research Systems Inc | United States 60.98 % |
| Morningstar inc | United States 72.19 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
News's Position in Industry Market Structure
Market-capitalization share and concentration across all 15 companies in News's industry classification, broader than the peer set above. Market cap in millions of $.News ranks #1 of 15 companies by market capitalization in its industry, holding 30.95 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,212, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | News Corporation | 14,786 | 30.95 % |
| 2 | Pearson Plc | 12,559 | 26.29 % |
| 3 | The New York Times Company | 10,691 | 22.38 % |
| 4 | John Wiley and Sons Inc | 2,561 | 5.36 % |
| 5 | Cimpress Plc | 1,234 | 5.2% |
| 6 | Deluxe Corporation | 1,234 | 5.2% |
| 7 | Usa Today Co Inc | 1,234 | 5.2% |
| 8 | Scholastic Corporation | 1,234 | 5.2% |
| 9 | Daily Journal Corporation | 1,234 | 5.2% |
| 10 | Acco Brands Corporation | 1,234 | 5.2% |
Market cap and industry share for the rest of News's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-05.
News's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | News Corporation | 14,786 | 9.50 % |
| 2 | Pearson Plc | 12,559 | 29.46 % |
| 3 | The New York Times Company | 1,234 | 12.3% |
| 4 | John Wiley and Sons Inc | 1,234 | 12.3% |
| 5 | Cimpress Plc | 1,234 | 12.3% |
| 6 | Deluxe Corporation | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of News's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-05. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
News's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Publishing & Information industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (30 companies). See the full Publishing & Information industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 25.68 % (avg) | - |
| Operating Margin | 0.11 % | industry median | 0.0 pp |
| EBITDA Margin | 0.22 % | 4.12 % (avg) | -3.9 pp |
| Capital Intensity (Capex / Revenue) | - | 3.10 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
News's Valuation vs Competitive Position
Valuation multiples vs the Publishing & Information industry average (30 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Publishing & Information industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 25.4x | 15.8x | +9.6x |
| EV / EBITDA | 4.6x | 10.6x | -6.0x |
| P/B | 1.6x | 2.3x | -0.7x |
| Return on Equity | 0.06 % | industry aggregate | -11.63 % |
| Return on Invested Capital | 0.09 % | 4.30 % (avg) | -4.21 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
News's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 19.78 % | -1.96 % | 62.24 % | -36.44 % | 1.18 % | -11.01 % | -6.92 % | 2.42 % |
| Operating Margin | -106.36 % | 108.75 % | 15.58 % | 56.38 % | 56.94 % | 63.42 % | 65.40 % | 56.88 % |
| Return on Invested Capital | -45.31 % | 43.96 % | 11.59 % | 24.43 % | 24.62 % | 25.00 % | 24.04 % | 21.81 % |
| P/E | - | - | - | 26.7x | 36.0x | 54.7x | 38.2x | 13.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
News's Strategic Group Map
News is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
News's trailing-12-month revenue growth of 6.8% and operating margin of 0.1% compares with an average of 2.9% growth and 2.9% margin across its 8 closest peers by combined growth, margin and ROIC -- News sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
News's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
News falls in the Cash Cow quadrant: relative market share of 1.18x vs its largest competitor, in an industry growing revenue 0.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
News's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,212 (see Industry Market Structure & Concentration above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on News's dedicated Suppliers and Customers pages, not here.
News's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
News falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
News's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 15, 30.95 % share).
- Latest-quarter revenue run-rate is accelerating (+3.5% annualized vs trailing 12 months).
Weaknesses
- Return on equity 11.6 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
News's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| News Corporation | 0.84 | 1.73 | 0.21 |
| Alphabet Inc | 0.63 | 2.40 | 0.16 |
| Walt Disney Co | 0.16 | 0.70 | 0.38 |
| Cme Group Inc | 0.02 | 0.99 | 0.13 |
| Intercontinental Exchange Inc | 0.01 | 0.88 | 0.70 |
| Moody s Corporation | 0.52 | 1.33 | 2.08 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
News's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| News Corporation | Q2 2026 | +10.8 % | -69.0 % |
| Alphabet Inc | Q3 2026 | +24.7 % | -24.3 % |
| Walt Disney Co | Q2 2026 | +6.8 % | -52.1 % |
| Cme Group Inc | Q3 2026 | +13.0 % | +15.6 % |
| Intercontinental Exchange Inc | Q3 2026 | +19.6 % | +13.1 % |
| Moody s Corporation | Q3 2026 | +0.8 % | +13.4 % |
| PEERS TOTAL | +14.7 % | -30.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
News's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| News Corporation | Q2 2026 | - | -7.0 % |
| Alphabet Inc | Q3 2026 | +24.3 % | +114.4 % |
| Walt Disney Co | Q2 2026 | - | +0.8 % |
| Cme Group Inc | Q3 2026 | - | -14.1 % |
| Intercontinental Exchange Inc | Q3 2026 | - | +33.7 % |
| Moody s Corporation | Q3 2026 | +6.5 % | +0.0 % |
News's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| News Corporation | 4.80% | 5.52% | 7.99% |
| Alphabet Inc | 29.24% | 34.26% | 42.62% |
| Walt Disney Co | 4.59% | 5.45% | 8.01% |
| Cme Group Inc | 2.24% | 3.59% | 16.29% |
| Intercontinental Exchange Inc | 2.52% | 3.85% | 14.26% |
| Moody s Corporation | 19.21% | 23.29% | 82.87% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
News's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| News Corporation | 25.96 | 1.64 |
| Alphabet Inc | 14.70 | 7.40 |
| Walt Disney Co | 24.17 | 2.07 |
| Cme Group Inc | 25.21 | 15.80 |
| Intercontinental Exchange Inc | 23.84 | 6.95 |
| Moody s Corporation | 31.44 | 10.89 |
| PEERS AVERAGE | 15.91 | 5.14 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.