New York Times Company (The) Common Stock (NYT)

FairStock Score: 55/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for a durable franchise bought at a sensible price. The New York Times has a brand and subscription habit that give it staying power, and the numbers support that. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $762.5 million, net income $93.4 million, and diluted EPS $0.57. Compare with fiscal Q2 2025, when revenue was $685.9 million, net income $82.9 million, and diluted EPS $0.50. That is healthy double-digit revenue and profit growth. For the full fiscal year 2025, revenue was $2.8 billion, net income $344.0 million, and diluted EPS $2.09, up from $2.6 billion, $293.8 million, and $1.77 in fiscal 2024. FairStock classifies it as a Stalwart, citing 28.0% annual profit growth over five years and 9.6% revenue growth. Financial health is excellent: debt to equity 0.02, Altman Z-Score 8.77, Piotroski 7/9, ROE 19.72%, ROCE 10.39%. Free cash flow is $623.0 million, a 5.7% FCF yield at the 2026-10-13 close. But price matters. At that close, FairStock calculates P/E 27.87, P/B 5.27, PEG 5.64, EV/EBITDA 18.13, and a Graham Number of $26.17—a margin of safety of -155.56%. Growth is real, but the valuation leaves little room for error. A wonderful business can be a poor investment if paid for too richly.

In plain English: The New York Times Company sells news and digital subscriptions, including sports, cooking, games, and audio products. The business looks financially strong: it has little debt, rising sales and profits, and steady cash generation. At the recent price, however, the shares look expensive relative to those reported numbers, so the price may already reflect a lot of the company's success.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer