NYT

The New York Times Company

Communication Services · $10.4B market cap

Verdict

Share price

$62.70

close of Oct 3, 2026

Fair value

$71.18

Sticker Price

Payback Price

$28.47

buy price

Undervalued

NYT is Undervalued: at $62.70 it trades 12% below its fair value of $71.18. Its buy price (Payback Price) is $28.47, 55% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 7% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth11.6% a year✓
Equity per share growth7.0% a year✗
Sales growth-0.8% a year✗
Free cash flow growth9.9% a year✗
Return on invested capital12.3%✓

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Superinvestors

3 of the investors we track hold NYT. In Q2 2026, 1 opened a position and 2 sold out. Who we track

Moves in Q2 2026

New position: Francois Rochon

Sold out: Lee Ainslie, John Armitage

Insider activity

Since Jul 23, 2026: no open-market purchases and 10 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

About The New York Times Company

The New York Times Company, in conjunction with its subsidiaries, furnishes news and vital information to a worldwide readership and viewership through a diverse array of digital and traditional media. Its premier publication is The New York Times, issued daily and on Sundays across the United States, with an international version also available. The organization furthermore manages the popular NYTimes.com digital…

Publishing

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works