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59.91 (1y: +62%)
Market Cap 4.63 B P/E(ttm) 35.00
Enterprise Value 4.52 B P/B
MSG- NAS (USA)
Madison Square Garden Co
Not Rated
Top Ranked Predictable Companies
$59.91
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt No Debt
MSG's Cash to Debt is ranked higher than
95% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 11.91 vs. MSG: No Debt )
MSG' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt
Interest Coverage 48.2
MSG's Interest Coverage is ranked higher than
51% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 38.95 vs. MSG: 48.2 )
MSG' s 10-Year Interest Coverage Range
Min: 37   Max: No Debt
Current: 48.2
F-Score: 6
Z-Score: 3.29
M-Score: -2.83
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 16.90
MSG's Operating margin (%) is ranked higher than
78% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 6.85 vs. MSG: 16.90 )
MSG' s 10-Year Operating margin (%) Range
Min: -1.7   Max: 16.9
Current: 16.9
-1.7
16.9
Net-margin (%) 9.6
MSG's Net-margin (%) is ranked higher than
72% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 4.40 vs. MSG: 9.6 )
MSG' s 10-Year Net-margin (%) Range
Min: -0.5   Max: 9.6
Current: 9.6
-0.5
9.6
» MSG's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

MSG Guru Trades in Q2 2012

Steven Cohen 7,100 sh (New)
Murray Stahl 235,610 sh (+0.03%)
Mason Hawkins 5,927,900 sh (unchged)
Brian Rogers 2,104,875 sh (unchged)
Ron Baron 1,500,000 sh (unchged)
Paul Tudor Jones Sold Out
Mario Gabelli 3,218,114 sh (-0.2%)
John Keeley 886,110 sh (-8.5%)
John Rogers 2,636,166 sh (-15.59%)
Third Avenue Management 1,331,074 sh (-26.53%)
George Soros 88,404 sh (-55.65%)
» More
Q3 2012

MSG Guru Trades in Q3 2012

Jim Simons 158,700 sh (New)
Paul Tudor Jones 5,600 sh (New)
Steven Cohen 18,636 sh (+162.48%)
Brian Rogers 2,104,875 sh (unchged)
George Soros 88,404 sh (unchged)
Ron Baron 1,500,000 sh (unchged)
Mario Gabelli 3,193,872 sh (-0.75%)
John Keeley 866,190 sh (-2.25%)
Third Avenue Management 1,239,873 sh (-6.85%)
John Rogers 2,366,911 sh (-10.21%)
Mason Hawkins 5,222,023 sh (-11.91%)
Murray Stahl 136,296 sh (-42.15%)
» More
Q4 2012

MSG Guru Trades in Q4 2012

Steven Cohen 82,234 sh (+341.26%)
Murray Stahl 241,035 sh (+76.85%)
Jim Simons 245,500 sh (+54.69%)
Third Avenue Management 1,259,873 sh (+1.61%)
Brian Rogers 2,104,875 sh (unchged)
George Soros Sold Out
Paul Tudor Jones Sold Out
John Rogers 2,350,340 sh (-0.7%)
Mario Gabelli 3,043,062 sh (-4.72%)
Ron Baron 1,400,000 sh (-6.67%)
John Keeley 760,150 sh (-12.24%)
Mason Hawkins 4,359,323 sh (-16.52%)
» More
Q1 2013

MSG Guru Trades in Q1 2013

George Soros 137,246 sh (New)
Steven Cohen 494,508 sh (+501.34%)
Jim Simons 264,000 sh (+7.54%)
Murray Stahl 248,479 sh (+3.09%)
Brian Rogers 2,104,875 sh (unchged)
Mario Gabelli 3,036,033 sh (-0.23%)
Ron Baron 1,350,000 sh (-3.57%)
John Rogers 2,147,475 sh (-8.63%)
John Keeley 670,350 sh (-11.81%)
Third Avenue Management 839,281 sh (-33.38%)
Mason Hawkins 1,334,333 sh (-69.39%)
» More
» Details

Insider Trades

Latest Guru Trades with MSG

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mason Hawkins 2013-03-31 Reduce -69.39%0.59%$44.35 - $57.6 $ 59.9113%1334333
George Soros 2013-03-31 New Buy0.09%$44.35 - $57.6 $ 59.9113%137246
George Soros 2012-12-31 Sold Out 0.06%$39.59 - $45.27 $ 59.9140%0
George Soros 2012-06-30 Reduce -55.65%0.06%$33.99 - $38.53 $ 59.9165%88404
George Soros 2012-03-31 New Buy0.1%$28.59 - $34.33 $ 59.91104%199347
Mason Hawkins 2011-09-30 Add 191.14%0.39%$22.24 - $27.86 $ 59.91141%5476500
Mason Hawkins 2011-06-30 New Buy0.2%$25.86 - $29.05 $ 59.91122%1881085
Daniel Loeb 2011-06-30 Sold Out 0.09%$25.86 - $29.05 $ 59.91122%0
Ron Baron 2011-06-30 Add 45.74%0.07%$25.86 - $29.05 $ 59.91122%1457437
George Soros 2011-06-30 Sold Out $25.86 - $29.05 $ 59.91122%0
Daniel Loeb 2011-03-31 Reduce -90.63%0.87%$24.17 - $29.71 $ 59.91126%75000
Mario Gabelli 2011-03-31 Reduce -31.09%0.29%$24.17 - $29.71 $ 59.91126%3314354
Ron Baron 2011-03-31 Add 100%0.08%$24.17 - $29.71 $ 59.91126%1000000
Ron Baron 2010-12-31 New Buy0.08%$20.46 - $25.62 $ 59.91165%500000
Julian Robertson 2010-09-30 Sold Out 2.11%$18.78 - $21.57 $ 59.91201%0
Julian Robertson 2010-06-30 Add 250.45%1.51%$19.17 - $22.33 $ 59.91184%491218
Mario Gabelli 2010-06-30 New Buy0.56%$19.17 - $22.33 $ 59.91184%4643515
John Keeley 2010-06-30 Add 38.01%0.08%$19.17 - $22.33 $ 59.91184%838050
George Soros 2010-06-30 Add 31.17%0.02%$19.17 - $22.33 $ 59.91184%149375
Daniel Loeb 2010-03-31 New Buy1.59%$17.5 - $22 $ 59.91202%1025000
John Keeley 2010-03-31 New Buy0.2%$17.5 - $22 $ 59.91202%607250
George Soros 2010-03-31 New Buy0.04%$17.5 - $22 $ 59.91202%113875
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Madison Square Garden Co

Mason Hawkins Chops Madison Square Gardens as MSG Sells LYV
March 12, 2013
Mason Hawkins - Mason Hawkins Chops Madison Square Gardens As MSG Sells LYV
In his trade on March 11, 2013, Mason Hawkins, chairman of Southeastern Asset Management, reduced his Madison Square Gardens Company (MSG) position by 40.36%, bringing his current shares to 2.6 million. The current price for MSG is $55.95 with a 0% change from average. The Mason Hawkins’ holding history of MSG shows that he began unloading MSG in the second quarter of 2012 as the quarterly average price was going up. See MSG’s 10-year valuations here. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 35.00
MSG's P/E(ttm) is ranked higher than
59% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 20.34 vs. MSG: 35.00 )
MSG' s 10-Year P/E(ttm) Range
Min: 20.62   Max: 96.35
Current: 35
20.62
96.35
P/S 3.49
MSG's P/S is ranked lower than
82% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 1.24 vs. MSG: 3.49 )
MSG' s 10-Year P/S Range
Min: 1.49   Max: 5.51
Current: 3.49
1.49
5.51
PFCF 146.10
MSG's PFCF is ranked lower than
82% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 15.50 vs. MSG: 146.10 )
MSG' s 10-Year PFCF Range
Min: 29.33   Max: 746
Current: 146.1
29.33
746
EV-to-EBIT 18.9
MSG's EV-to-EBIT is ranked higher than
91% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 15.20 vs. MSG: 18.9 )
MSG' s 10-Year EV-to-EBIT Range
Min: 9.5   Max: 19.5
Current: 18.9
9.5
19.5

Valuation & Return

vs
industry		 vs
history
Price/Median PS Value 1.4
MSG's Price/Median PS Value is ranked higher than
82% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 0.90 vs. MSG: 1.4 )
MSG' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 1.1
Current: 1.4
0.7
1.1
Earnings Yield (Greenblatt) 5.30
MSG's Earnings Yield (Greenblatt) is ranked lower than
59% of the 169 Companies
in the Global Media - Diversified industry.

( Industry Median: 7.40 vs. MSG: 5.30 )
MSG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.1   Max: 10.6
Current: 5.3
5.1
10.6

Business Description

Madison Square Garden Co was incorporated on July 29, 2009 as an indirect, wholly-owned subsidiary of Cablevision Systems Corporation ('Cablevision'). The company, through its subsidiaries, operates in the sports, entertainment, and media businesses primarily in the United States. The company operates in three segments: MSG Media, MSG Entertainment, and MSG Sports. The MSG Media segment produces, develops, and acquires content for various distribution platforms, including content originating from the company's venues. It consists of the MSG Networks and regional sports networks; and Fuse, a national television network dedicated to music. This segment also manages interactive Web sites, social networking sites, and mobile applications; and mobile, video on demand, and digital platforms. The MSG Entertainment segment presents or hosts live entertainment events, such as concerts, family shows, performing arts, and special events, and theatrical productions, as well as creates, produces, and/or presents live productions. This segment owns the Garden, Radio City Music Hall, and the Theater at Madison Square Garden, the Beacon Theatre, the Chicago Theatre, and the Forum. The MSG Sports segment owns and operates sports franchises, including New York Knicks, New York Rangers, New York Liberty, and Connecticut Whale. This segment also promotes, produces, and/or presents an array of live sporting events, such as professional boxing, college basketball, track and field, professional bull riding, tennis, and wrestling, as well as the NFL draft.
Company Website
SEC Reports
Industry: Media - Diversified
Compare:
» More Articles for MSG

Headlines

Articles On GuruFocus.com
Southeastern Asset Reduces Eight, Major Slash on Building Materials May 15 2013 
Mason Hawkins Chops Madison Square Gardens as MSG Sells LYV Mar 12 2013 
Mario Gabelli Provides Investors with a List of Stocks That Will Double Feb 12 2013 
Mario Gabelli : Exciting times to be talking about equities Aug 11 2012 
John Rogers Ariel Fund Second-Quarter Portfolio Analysis Aug 08 2012 
John Rogers : Sports-Related Stocks a Score Jun 21 2012 
Ariel Funds' John Rogers on JLL, CBG, MSG, CVC, GCI May 18 2012 
Mario Gabelli on Madison Square Garden Co., Patience and Catalysts Mar 28 2012 
Mason Hawkins on His Favorite Investments for the Next Few Years Feb 02 2012 
Mario Gabelli on CNBC: How to make money in 2012 an his stock picks Dec 24 2011 

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