Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NYT
HoldFLAGThe New York Times Company · Communication Services · United States · $10.9B · Avg Vol: $143M/d
The New York Times has exceptional quality Q81 and strong momentum M72 with a buyback retiring 1.22% of shares, but value at V21 is well below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
The New York Times Company is a global media organization providing news and information through its flagship newspaper, digital platforms, and related products. It is a premium global news brand known for independent, high-quality journalism, driving a successful digital subscription model. Its extensive journalistic resources and growing digital subscriber base provide a significant competitive moat in the evolving media landscape.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3B | 2.4B | 2.6B | 2.8B | 7.0% | 3.0B | 3.1B | 3.3B | 8.4% |
| EPS | 1.04 | 1.41 | 1.79 | 2.11 | 26.6% | 2.40 | 2.45 | 2.68 | 12.7% |
| Shares | 165.1M | 164.5M | 163.8M | 161.8M | -2.0% | 160.5M | — | — | — |
| Debt | 59.1M | 42.9M | 37.3M | 36.6M | -14.8% | — | — | — | — |
| Equity | 1.6B | 1.8B | 1.9B | 2.0B | 8.5% | — | — | — | — |
| Op CF | 150.7M | 360.6M | 410.5M | 584.5M | 57.1% | 658.3M | — | — | — |
| Inv CF | -73.6M | -159.7M | -306.1M | -221.3M | — | — | — | — | — |
| Fin CF | -174.3M | -132.7M | -192.7M | -306.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of NYT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NYT | The New York Times Company(you) | $10.9B | 57 | Hold |
| TDAY | USA TODAY Co., Inc. | $941M | 62 | Hold |
| SCHL | Scholastic Corporation | $760M | 62 | Hold |
| WLY | John Wiley & Sons, Inc. | $2.7B | 90 | Strong Buy |
| PINS | Pinterest, Inc. | $13.3B | 57 | Hold |
| LEE | Lee Enterprises, Incorporated | $184M | 33 | Sell |
| WMG | Warner Music Group Corp. | $14.5B | 46 | Hold |
| OMC | Omnicom Group Inc. | $24.4B | 57 | Hold |
| CHTR | Charter Communications, Inc. | $20.3B | 52 | Hold |
| IRDM | Iridium Communications Inc. | $5.0B | 62 | Hold |
Peer medians: ROE 6.3% · P/E 19.0x · Gross margin 57.1%