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Nine Entertainment Co (NEC) Fair Value & Analysis

Communication Services · AU · Market cap A$1.5B

NE Nine Entertainment Co NEC · AU
PriceA$0.9850
Fair ValueA$1.44
Upside+46.2%
Quality59/100
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Evidence: Medium Range A$1.08 – A$1.80

Fair value as of: Jul 16, 2026

From 24 valuation models · updated today

Fair value updated Jul 16, 2026, revised from A$2.87 to A$1.44 (−49.8%) since Jun 24, 2026. Share price +5.3% over the past month.

Price vs Fair Value (12 months)

A$1.21 A$0.8500 Fair Value A$1.44 Jul 2025 Jul 2026

12‑month range A$0.8500 – A$1.21 · fair‑value band A$1.08 – A$1.80 · the A$0.9850 price screens below the A$1.44 fair value. As of Jul 16, 2026.

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Analysis

Nine Entertainment Co (NEC) currently trades at A$0.9850, while our model-based Fair Value estimate is A$1.44, implying the stock looks roughly 46.2% undervalued today. We read business quality at 59/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Nine Entertainment Co generated revenue of A$2.6B at a net margin of 34.9%. Revenue declined 4.4% year over year. It earns a return on equity of 9.1%. Net debt stands at A$917M. Fundamentals as of Jul 16, 2026

Our scenario range runs from A$1.08 (bear case) to A$1.80 (bull case); at A$0.9850, the current price sits below that range. The share trades about 21% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -39% fair-value upside, at 46%, NEC screens cheaper than that median.

Key figures & financial health

Revenue (TTM) A$2.6B
Revenue growth (YoY) -4.4%
Net margin 34.9%
Return on equity 9.1%
Free cash flow A$355M FY2025
P/E ratio 13.8
More key figures
Operating margin 13.7%
EPS (TTM) A$0.0700
Dividend yield 8.8%
EPS growth (YoY) +1,028%
Net debt A$917M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.

About the company

Nine Entertainment Co. Holdings Limited engages in the broadcasting and program production businesses across free to air television, video on demand, and metropolitan radio networks in Australia. The company operates through Broadcasting, Publishing, Domain Group, and Stan segments. It offers television services under the brands, including 9Network, Channel 9, 9Gem, 9Go!, 9Life, and 9Rush; video on demand platform under 9Now brand; radio stations under 2GB, 3AW, 4BC, and 6PR brands; and publishes newspapers, news-inserted magazines, digital, and events, as well as nine.com.au, a site of news, lifestyle, sport, and entertainment content. The company also provides mastheads under The Sydney Morning Herald, The Age, Brisbane Times, The Australian Financial Review and magzine, WA Today, Fin Magzine, Good Food, Good Weekend, Sunday Life, Traveller, Leisure and Life, AFR weekend, The Guide/Green Guide, Wide World Of Sports,9Honey, 9Travel, 9Travel Reviews, Domain Group, Drive, Fututre …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Nine Entertainment Co reported revenue of A$2.7B in FY2025 versus A$2.3B in FY2021, a compound +3.7%/yr. Reported net income was A$104M in FY2025, compounding −11.5%/yr from FY2021.

Revenue +3.7%/yr
FY21 A$2.3B
FY22 A$2.7B
FY23 A$2.7B
FY24 A$2.6B
FY25 A$2.7B
Net income −11.5%/yr
FY21 A$169M
FY22 A$297M
FY23 A$182M
FY24 A$111M
FY25 A$104M

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Cite: Fair Value Calculator (2026). "Nine Entertainment Co Fair Value". https://www.fairvalue-calculator.com/stock/NEC

Similar stocks

10 more Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Netflix, Inc NFLX34 R$8.44 R$4.28 -49%
The Walt Disney Company DIS C$11.30 C$7.43 -34%
Warner Bros. Discovery, Inc WBD $26.23 $4.82 -82%
Live Nation Entertainment, Inc LYV $170.56 $46.89 -73%
Universal Music Group UMG €17.83 €13.64 -23%
TKO Group TKO $203.49 $123.61 -39%
News Corporation N1WS35 R$71.61 R$77.13 +8%
Empresas Cablevisión, S.A. CABLECPO 55.00 MXN 18.97 MXN -66%
Beijing Enlight Media Co 300251 ¥11.42 ¥11.87 +4%
Oriental Pearl Group 600637 ¥8.82 ¥4.38 -50%

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Frequently asked questions

Is Nine Entertainment Co (NEC) undervalued?
As of Jul 16, 2026, our model estimates a fair value of A$1.44 versus a price of A$0.9850, about +46% (undervalued). Model-based estimate, not financial advice.
What is the fair value of NEC?
Our model-based fair value for Nine Entertainment Co is A$1.44 (as of Jul 16, 2026), built from audited fundamentals. The current price is A$0.9850.
What is the quality score of NEC?
Nine Entertainment Co has a Quality Score of 59/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Nine Entertainment Co (NEC)?
Nine Entertainment Co reported trailing-twelve-month revenue of about A$2.6B (latest available figure, as of Jul 16, 2026).
What is the net profit margin of NEC?
The net profit margin of Nine Entertainment Co is about 34.9%, meaning it keeps roughly 34.9% of revenue as net income. Based on the latest reported figures.
Does Nine Entertainment Co pay a dividend?
Nine Entertainment Co currently shows a dividend yield of about 9.19% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.