New York Times Company (NYT) Fair Value & Analysis
Communication Services · US · Market cap $12.2B · ISIN US6501111073
What is New York Times Company really worth?
New York Times Company
NYT · US
A strong business, but trading 60% above our fair value of $41.95.
Strengths
Risks
For context
Fair value as of: Aug 31, 2026
From 24 valuation models · updated 5 days ago
Share price −11.3% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 79/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($52.11). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 31, 2026.
How to read this chart
60‑month range $26.58 – $85.59 · fair‑value band $31.78 – $52.11 · the $67.06 price screens above the $41.95 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 31, 2026.
Analysis
New York Times Company (NYT) currently trades at $67.06, while our model-based Fair Value estimate is $41.95, implying the stock looks roughly 59.8% overvalued today. The Quality Score stands at 79/100 (high quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of $43.03 per share, and 0 of the 24 models we run sit above the $67.06 price. Bear case: the Dividend Discount group reads lowest at $7.92, and 24 of the 24 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, New York Times Company generated revenue of $2.9B at a net margin of 13.3%. Revenue grew 12.1% year over year. It earns a return on equity of 19.7%. The balance sheet holds a net cash position of $207M. Fundamentals as of Aug 31, 2026
Our scenario range runs from $31.78 (bear case) to $52.11 (bull case); at $67.06, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 23% below its 52-week high and 33% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 9% fair-value upside, at −37%, NYT screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $1.06 per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($43.03) versus Dividend Discount ($7.92). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 31, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 77 · Market factors (momentum, volatility) 47
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company's mobile application, website, printed newspaper, and associated content, such as podcast.
Full company description
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. It operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company's mobile application, website, printed newspaper, and associated content, such as podcast. The company offers The Athletic, a sports media product; Cooking, a recipe product; Games, a puzzle games product; and Audio, an audio product. In addition, the company offers a portfolio of advertising products and services to advertisers, such as luxury goods, technology, and financial companies, to promote products, services or brands on digital platforms in the form of display ads, audio and video, in print in the form of column-inch ads, and at live events; and Wirecutter, a product review and recommendation product. Further, the company licenses content to digital aggregators in the business, professional, academic and library markets, and third-party digital platforms; articles, graphics, and photographs, including newspapers, magazines, and websites; and for use in television, films, and books, as well as provide rights to reprint articles, and create and sell new digests. Additionally, the company engages in commercial printing and distribution for third parties; and operates the NYTimes.com website. The company was founded in 1851 and is headquartered in New York, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
New York Times Company reported revenue of $2.8B in FY2025 versus $2.1B in FY2021, a compound +8.0%/yr. Reported net income was $344M in FY2025, compounding +11.8%/yr from FY2021.
of which total revenue +5.8 % · buybacks/dilution −0.1 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
NYT screens 60% overvalued. Compare with Pearson plc →
Peer Group
Publishing · 108 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Publishing median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Publishing stocks, each showing price versus our Fair Value estimate (as of Aug 31, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Pearson plc PSO | $16.07 | $16.27 | +1% |
| Jiangsu Phoenix Publishing & Media Corporation 601928 | ¥9.20 | ¥10.07 | +9% |
| China Science Publishing & Media Ltd 601858 | ¥22.15 | ¥10.31 | −53% |
| People.cn CO., LTD 603000 | ¥16.85 | ¥4.23 | −75% |
| China South Publishing & Media Group 601098 | ¥10.16 | ¥14.66 | +44% |
| John Wiley & Sons, Inc WLY | $50.66 | $55.90 | +10% |
| Zhejiang Publishing & Media Co 601921 | ¥7.27 | ¥7.54 | +4% |
| Xinhua Winshare Publishing and Media Co 601811 | ¥12.04 | ¥21.02 | +75% |
| Shandong Publishing&Media Co 601019 | ¥6.97 | ¥11.60 | +66% |
| Guangdong Guangzhou Daily Media Co 002181 | ¥8.32 | ¥1.35 | −84% |
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