NYT Stock Analysis — New York Times Company
Sector: Media
AI Verdict
NYT trades at 27.4x next year's earnings with a 48% EPS growth forecast—cheap for this kind of growth if its brand moat keeps subscriber momentum intact.
Competitive Moat
The New York Times commands a subscription-based digital news platform with a globally recognized brand and a deep archive of proprietary journalism. Its moat comes from editorial credibility and a loyal subscriber base, making it difficult for new entrants to replicate its scale and trust.
Summary
A 48% forward EPS growth forecast is putting the spotlight on whether NYT's digital subscription engine can keep delivering.
Where It Stands
NYT has delivered a 9.2% trailing revenue growth and trades at 27.4x forward earnings, which is above most media peers but justified by its 48% expected EPS growth.
Key Metrics
- Trailing P/E: 40.6x
- Forward P/E: 27.4x
- PEG Ratio: 0.85
- Earnings Growth: +0.5%
- Revenue Growth: +0.1%
- Dividend Yield: 0.01%
- 52-Week High: $87.10
- 52-Week Low: $51.03
Analyst Consensus
10 Buy · 5 Hold · 1 Sell (16 analysts)
Bull Case
With a trailing PEG ratio of 0.85, investors are getting faster earnings growth than the P/E multiple alone would suggest.
Bear Case
If the forward P/E compresses from 27.4x to the S&P average for media (around 20x), the stock could lose over 25% even if earnings hit targets.
Catalyst to Watch
Quarterly subscriber growth and digital ARPU trends will show if the 48% EPS growth forecast is sustainable.