The New York Times Company (NYT) Fair Value & Analysis
Communication Services · US · Market cap $12.2B
The New York Times Company
NYT · US
Fair value as of: Jul 17, 2026
From 24 valuation models · updated 21 days ago
Fair value updated Jul 17, 2026, revised from $43.46 to $41.95 (−3.5%) since Jun 24, 2026. Share price −11.9% over the past month.
A solid business, but screening 35% overvalued on our models.
What matters now
- A high-quality business (quality 70/100), 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 Jul 17, 2026.
How to read this chart
60‑month range $26.58 – $85.59 · fair‑value band $31.78 – $52.11 · the $64.77 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 Jul 17, 2026.
Analysis
The New York Times Company (NYT) currently trades at $64.77, while our model-based Fair Value estimate is $41.95, implying the stock looks roughly 35.2% overvalued today. We read business quality at 70/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, The 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 Jul 17, 2026
Our scenario range runs from $31.78 (bear case) to $52.11 (bull case); at $64.77, 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 26% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 26% fair-value upside, at -35%, NYT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 24 models by family
Widest divergence: DCF Models ($43.96) versus Dividend Discount ($7.92). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 77 · Market factors (momentum, volatility) 50
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.
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
The 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.
NYT screens 35% overvalued. Compare with Jiangsu Phoenix Publishing & Media Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- The New York Times Q2 Earnings Beat Estimates as Digital Ads Rise
- New York Times Co (NYT) (Q2 2026) Earnings Call Highlights: Digital Subscriptions and ...
- New York Times Stock Sinks 13% as Subscriber Growth Slows
- The New York Times Has A Growth Stock Problem
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
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: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Publishing stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Jiangsu Phoenix Publishing & Media Corporation 601928 | ¥9.16 | ¥11.50 | +26% |
| China South Publishing & Media Group 601098 | ¥10.36 | ¥16.76 | +62% |
| People.cn CO., LTD 603000 | ¥14.71 | ¥4.23 | -71% |
| Zhejiang Publishing & Media Co 601921 | ¥7.12 | ¥7.73 | +9% |
| John Wiley & Sons, Inc WLY | $49.51 | $57.01 | +15% |
| China Science Publishing & Media Ltd 601858 | ¥16.80 | ¥10.41 | -38% |
| Xinhua Winshare Publishing and Media Co 601811 | ¥11.46 | ¥20.47 | +79% |
| Shandong Publishing&Media Co 601019 | ¥6.86 | ¥11.60 | +69% |
| Guangdong Guangzhou Daily Media Co 002181 | ¥7.61 | ¥1.35 | -82% |
| Central China Land Media CO.,LTD, 000719 | ¥12.18 | ¥25.26 | +107% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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