(NYT) New York Times - Overview
Sector: Communication ServicesIndustry: Publishing | Exchange NYSE (USA) | Currency USD | Market Cap: 13.405m | Total Return 70% in 12m
Avg Trading Vol: 191M USD
Peers RS (IBD): 91.0
EPS Trend: 74.8%
Qual. Beats: 5
Rev. Trend: 82.6%
Qual. Beats: 3
The New York Times Company (NYT) is a diversified media organization. It operates two primary segments: The New York Times Group and The Athletic. The New York Times Group distributes news and information via mobile applications, websites, and print. This segment also includes digital products like Cooking, Games, and Audio. The Athletic focuses on sports media content. Publishing is a mature industry, but digital subscriptions offer growth potential.
NYT generates revenue through subscriptions to its various digital products and print newspaper. Additionally, it sells advertising space across digital and print platforms to diverse clients, including luxury and technology companies. Content licensing to aggregators, academic institutions, and third-party media outlets represents another revenue stream. The company also engages in commercial printing and distribution for external clients. This multi-faceted business model reduces reliance on a single revenue source, common in the evolving media sector.
To gain a deeper understanding of NYTs financial performance and valuation, consider exploring further research on ValueRay.
- Digital subscription growth drives revenue expansion
- Advertising revenue fluctuations impact profitability
- Content licensing deals provide stable income
- Production and distribution costs affect margins
| Net Income: 344.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 4.95 > 1.0 |
| NWC/Revenue: 12.79% < 20% (prev 12.48%; Δ 0.31% < -1%) |
| CFO/TA 0.20 > 3% & CFO 584.5m > Net Income 344.0m |
| Net Debt (-206.7m) to EBITDA (542.2m): -0.38 < 3 |
| Current Ratio: 1.54 > 1.5 & < 3 |
| Outstanding Shares: last quarter (164.4m) vs 12m ago -0.82% < -2% |
| Gross Margin: 51.09% > 18% (prev 0.49%; Δ 5.06k% > 0.5%) |
| Asset Turnover: 96.77% > 50% (prev 91.01%; Δ 5.76% > 0%) |
| Interest Coverage Ratio: 369.7 > 6 (EBITDA TTM 542.2m / Interest Expense TTM 1.22m) |
| A: 0.12 (Total Current Assets 1.03b - Total Current Liabilities 666.7m) / Total Assets 3.00b |
| B: 0.85 (Retained Earnings 2.55b / Total Assets 3.00b) |
| C: 0.15 (EBIT TTM 452.5m / Avg Total Assets 2.92b) |
| D: 2.30 (Book Value of Equity 2.20b / Total Liabilities 955.7m) |
| Altman-Z'' Score: 7.03 = AAA |
| DSRI: 1.07 (Receivables 290.8m/249.5m, Revenue 2.82b/2.59b) |
| GMI: 0.97 (GM 51.09% / 49.36%) |
| AQI: 1.01 (AQ_t 0.49 / AQ_t-1 0.49) |
| SGI: 1.09 (Revenue 2.82b / 2.59b) |
| TATA: -0.08 (NI 344.0m - CFO 584.5m) / TA 3.00b) |
| Beneish M-Score: -3.01 (Cap -4..+1) = AA |
Over the past week, the price has changed by +0.68%, over one month by +4.34%, over three months by +19.66% and over the past year by +69.98%.
- StrongBuy: 5
- Buy: 1
- Hold: 4
- Sell: 0
- StrongSell: 0
| ISSUER | TARGET | UP/DOWN |
|---|---|---|
| Wallstreet Target Price | 72.9 | -12.5% |
| Analysts Target Price | 72.9 | -12.5% |
P/E Forward = 30.03
P/S = 4.7911
P/B = 6.4224
P/EG = 3.7947
Revenue TTM = 2.82b USD
EBIT TTM = 452.5m USD
EBITDA TTM = 542.2m USD
Long Term Debt = 36.6m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 12.1m USD (from shortTermDebt, last quarter)
Debt = 48.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -206.7m USD (from netDebt column, last quarter)
Enterprise Value = 12.81b USD (13.41b + Debt 48.7m - CCE 642.2m)
Interest Coverage Ratio = 369.7 (Ebit TTM 452.5m / Interest Expense TTM 1.22m)
EV/FCF = 23.27x (Enterprise Value 12.81b / FCF TTM 550.5m)
FCF Yield = 4.30% (FCF TTM 550.5m / Enterprise Value 12.81b)
FCF Margin = 19.49% (FCF TTM 550.5m / Revenue TTM 2.82b)
Net Margin = 12.18% (Net Income TTM 344.0m / Revenue TTM 2.82b)
Gross Margin = 51.09% ((Revenue TTM 2.82b - Cost of Revenue TTM 1.38b) / Revenue TTM)
Gross Margin QoQ = 51.63% (prev 54.32%)
Tobins Q-Ratio = 4.27 (Enterprise Value 12.81b / Total Assets 3.00b)
Interest Expense / Debt = 0.60% (Interest Expense 290k / Debt 48.7m)
Taxrate = 22.54% (37.8m / 167.6m)
NOPAT = 350.5m (EBIT 452.5m * (1 - 22.54%))
Current Ratio = 1.54 (Total Current Assets 1.03b / Total Current Liabilities 666.7m)
Debt / Equity = 0.02 (Debt 48.7m / totalStockholderEquity, last quarter 2.04b)
Debt / EBITDA = -0.38 (Net Debt -206.7m / EBITDA 542.2m)
Debt / FCF = -0.38 (Net Debt -206.7m / FCF TTM 550.5m)
Total Stockholder Equity = 1.96b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.78% (Net Income 344.0m / Total Assets 3.00b)
RoE = 17.55% (Net Income TTM 344.0m / Total Stockholder Equity 1.96b)
RoCE = 22.66% (EBIT 452.5m / Capital Employed (Equity 1.96b + L.T.Debt 36.6m))
RoIC = 17.88% (NOPAT 350.5m / Invested Capital 1.96b)
WACC = 7.34% (E(13.41b)/V(13.45b) * Re(7.36%) + D(48.7m)/V(13.45b) * Rd(0.60%) * (1-Tc(0.23)))
Discount Rate = 7.36% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares Correlation 3-Years: -100.0 | Cagr: -0.43%
[DCF] Terminal Value 83.79% ; FCFF base≈482.8m ; Y1≈595.7m ; Y5≈1.02b
[DCF] Fair Price = 126.8 (EV 20.23b - Net Debt -206.7m = Equity 20.43b / Shares 161.1m; r=7.34% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 74.84 | EPS CAGR: 50.95% | SUE: 0.89 | # QB: 5
Revenue Correlation: 82.64 | Revenue CAGR: 11.28% | SUE: 1.79 | # QB: 3
EPS next Quarter (2026-06-30): EPS=0.67 | Chg7d=+0.002 | Chg30d=+0.002 | Revisions Net=+4 | Analysts=7
EPS current Year (2026-12-31): EPS=2.71 | Chg7d=+0.023 | Chg30d=+0.023 | Revisions Net=+4 | Growth EPS=+10.3% | Growth Revenue=+8.4%
EPS next Year (2027-12-31): EPS=3.13 | Chg7d=+0.094 | Chg30d=+0.094 | Revisions Net=+1 | Growth EPS=+15.2% | Growth Revenue=+7.0%
[Analyst] Revisions Ratio: +1.00 (4 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 5.4% (Discount Rate 7.9% - Earnings Yield 2.5%)
[Growth] Growth Spread = +3.2% (Analyst 8.6% - Implied 5.4%)