Compare EPAM Systems Inc (EPAM) vs Fox Corp Class B (FOX) Price & Performance

EPAM Systems trades at $114.00, up 5.24% today, with a bearish technical signal but strong fundamentals. Recent earnings have consistently beaten estimates, with Q2 2026 EPS of $3.38 surpassing the $3.16 expectation. Revenue grew to $5.46 billion in 2025, though net income margin compressed to 6.92%. The company maintains solid cash flow from operations of $654.93 million and a healthy balance sheet with $1.29 billion in cash.

The outlook is mixed; analyst consensus is a Buy with a $119.00 price target, but near-term revenue headwinds and AI disruption risks persist. Investment opportunity lies in attractive valuation multiples (P/E 15.45, EV/EBITDA 7.25) and potential share repurchases urged by activists. Key risks include slower North American growth and competitive pressures in digital transformation services.

FOX trades at $55.98, up 0.72% today, with a bearish technical signal but strong fundamentals. Recent earnings consistently beat estimates, with Q2 2026 EPS of $1.79 surpassing the $1.44 expectation. Revenue grew to $16.30B in 2025, and net income margin expanded to 13.88%. The company maintains solid cash flow, with operating cash flow of $3.32B in 2025. A dividend of $0.29 is scheduled for payment on September 23, 2026.

The stock presents a value opportunity with a P/E of 14.85 below industry averages, supported by analyst consensus price target of $84.75 implying 51% upside. Risks include a projected net cash flow decline to -$1.1B in 2026 and bearish technical indicators. Investor sentiment is mixed amid ongoing regulatory scrutiny of acquisitions, as noted in recent news.