NYT
The New York Times Company
$68.07
+0.43% 2026-10-19
Communication ServicesS&P 400
NYTSPY
1W
+3.0%
1M
-2.7%
3M
-9.3%
6M
-14.7%
YTD
-0.8%
1Y
+22.6%
Grades vs sector
Momentum64th pct in sectorB-
Momentum
64th pct in sector
12-1 return: +12.7%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth62nd pct in sectorB-
Growth
62nd pct in sector
Revenue growth (YoY): +11.3%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value24th pct in sectorD
Value
24th pct in sector
Forward E/P: 4.6% · EBITDA/EV: 5.4%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability73rd pct in sectorB+
Profitability
73rd pct in sector
Profit margin: +13.3% · Return on equity: +19.7%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Revisionsno data–
Revisions
no data
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 3 live models right now.
Momentum Top 15
not ranked (outside this model's universe or screens)
Quality Growthnot ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
Key stats
Market cap$11.0B
P/E (trailing)28.4
P/E (forward)21.8
52-week range55.69 – 87.10
Revenue growth (YoY, latest qtr)+11.3%
Dividend yield1.36%
Analyst consensusBuy (9)
Mean price target$76.89 (+13%)
Valuation & fundamentals
Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +2 (DCF counts double).
▲DCF (base case)above the price by 37%
▼Forward P/E vs sector21.8x vs median 11.0x
▲Piotroski F-score8/9
▲Net debt / EBITDA-0.7x
•Analyst target+13% (9 analysts)
Discounted cash flow
Bear
$59
-13%
growth 4% · disc. 9.9% · term. 2.0%
Base
$93
+37%
growth 9% · disc. 8.9% · term. 2.5%
Bull
$141
+108%
growth 12% · disc. 7.9% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 3% a year for 10 years.
Implied
+3%/yr
FCF, last 3 yrs
+69%/yr
FCF, last 5 yrs
+16%/yr
Revenue, last 3 yrs
+7%/yr
Revenue, last 5 yrs
+10%/yr
Same inputs as the DCF above: trailing free cash flow 0.6B, 8.9% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.92 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Communication Services
P/E (trailing)
pricier
sector median 18.8× · 68th pct
28.4×pricier
Forward P/E
pricier
sector median 11.0× · 83rd pct
21.8×pricier
EV / EBITDA
pricier
sector median 12.2× · 77th pct
18.9×pricier
Price / sales
pricier
sector median 1.9× · 72nd pct
3.7×pricier
Price / book
pricier
sector median 2.3× · 68th pct
5.4×pricier
FCF yield
pricier
sector median 8.2% · 42nd pct
5.7%pricier
Forward EPS $3.13 vs trailing $2.40 (+30% expected growth). Forward P/E uses analysts' next-12-month estimate.
Backlog (remaining performance obligations)
RPO
$106.0M
as of 2026-06-30
vs a year ago
-34%
YoY
× TTM revenue
0.04×
coverage
Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).
Quality & financial health
Gross margin
67.1%
Operating margin
16.0%
FCF margin
20.9%
Net margin
13.2%
Return on equity
19.2%
Return on invested capital
22.9%
Net debt / EBITDA
-0.7×
Current ratio
1.6×
Interest cover
–
Cash conversion (OCF/NI)
1.7×
Piotroski F-score 8/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✓ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved
Analysts
Mean target
$77
+13%
Analysts
9
Buy
Range
$63–$85
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.8B | $344.0M | $550.5M |
| 2024 | $2.6B | $293.8M | $381.3M |
| 2023 | $2.4B | $232.4M | $337.9M |
| 2022 | $2.3B | $173.9M | $113.7M |
| 2021 | $2.1B | $220.0M | $234.5M |
| 2020 | $1.8B | $100.1M | $263.5M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +7.0%.
Earnings
Next report: 2026-11-04 · before open · EPS est 0.65
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | 0.67 | 0.69 | +3.6% |
| 2026-05-06 | 0.47 | 0.61 | +30.2% |
| 2026-02-04 | 0.88 | 0.89 | +1.1% |
| 2025-11-05 | 0.53 | 0.59 | +10.8% |
| 2025-08-06 | 0.51 | 0.58 | +12.7% |
| 2025-05-07 | 0.34 | 0.41 | +19.9% |
| 2025-02-05 | 0.75 | 0.80 | +6.3% |
| 2024-11-04 | 0.41 | 0.45 | +8.9% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $762.5M | +11.2% |
| 2026-03-31 | $712.2M | – |
| 2025-12-31 | $802.3M | – |
| 2025-09-30 | $700.8M | – |
| 2025-06-30 | $685.9M | – |
Analyst actions
Morgan Stanley
PT $75
2026-10-12 · main
Equal-Weight → Equal-WeightPT $75
Guggenheim
PT $82
2026-09-15 · up
Neutral → BuyPT $82
Evercore ISI Group
PT $85
2026-08-06 · main
Outperform → OutperformPT $85
Barclays
PT $63
2026-08-06 · main
Equal-Weight → Equal-WeightPT $63
B of A Securities
PT $80
2026-06-24 · main
Neutral → NeutralPT $80
JP Morgan
PT $82
2026-05-29 · main
Overweight → OverweightPT $82
Recent dividends
2026-10-07: $0.230 · 2026-07-08: $0.230 · 2026-04-01: $0.230 · 2026-01-06: $0.180 · 2025-10-08: $0.180 · 2025-07-09: $0.180 · 2025-04-01: $0.180 · 2025-01-10: $0.130
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News
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Barrons.com · Sep 26
The New York Times Company Declares Regular Quarterly Dividend
Business Wire · Sep 25
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The Wall Street Journal · Sep 25
Stats refreshed 2026-10-19 19:02:06 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic StrategiesSystematic equity research and model portfolios.Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.