The New York Times sells digital subscriptions to its news, Games and Cooking apps, Wirecutter product reviews and The Athletic sports coverage, alongside a shrinking print edition and a small advertising business. Its advantage is scale in subscription news: the company runs one of the few paid digital news franchises with a deep bundle, which lets it keep pricing power and a 51.0% gross margin while most publishers have struggled to monetize online. Revenue grew 11.3% over the period, and the forward P/E of 21.4 sits well below the trailing 27.9, implying the market expects earnings to catch up with the top line. With a $10.8B market cap, a 19.7% ROE and a 17.1% operating margin, the business is profitable enough to merit a closer look, though the score of 61/100 and the absence from any index mean it has not yet drawn wide institutional attention. The open question for a deeper dive is whether margin expansion from the bundle can keep pace with the cost of building new products and defending the core news franchise.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 16:04 CEST | Fair value | $35.64 | $40.77 | $68.07 |
| 20 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $68.07 |
| 5 Oct 2026, 00:00 CEST | Fair value | $40.77 | $41.24 | $62.70 |
| 29 Sept 2026, 00:00 CEST | Fair value | $41.24 | $42.19 | $63.83 |
| 27 Sept 2026, 00:00 CEST | ACCE price target | $72.00 | first publication | $63.83 |
| 22 Sept 2026, 00:00 CEST | Fair value | $42.19 | $42.66 | $70.21 |
| 19 Sept 2026, 00:00 CEST | Fair value | $42.66 | $43.11 | $69.94 |
| 17 Sept 2026, 00:00 CEST | Fair value | $43.11 | $42.46 | $71.71 |
| 15 Sept 2026, 00:00 CEST | Fair value | $42.46 | $42.91 | $66.88 |
| 1 Sept 2026, 00:00 CEST | Fair value | $42.91 | $47.37 | $68.16 |
Answered from New York Times Company (The) Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NYT New York Times Company (The) Common Stock | $69.58 | $36 | 95% above | 28.9x | 19.7% | 84 | 60 |
| PSON.L Pearson plc | £13.71 | £10 | 31% above | 27.4x | 9.2% | 63 | 64 |
| PSO Pearson Plc Common Stock | $18.39 | $15 | 23% above | 27.2x | 9.2% | 63 | 62 |
| INF.L Informa | £8.49 | £6 | 34% above | 48.6x | 4.5% | 55 | 45 |
| SPG.DE Springer Nature AG & Co. KGaA | €20.65 | €22 | 5% below | 12.5x | 17.1% | 79 | 57 |
| 9468.T Kadokawa Corporation | ¥3806.00 | - | - | - | - | 49 | 49 |
| WLYB John Wiley & Sons Inc. Common Stock | $54.08 | $41 | 31% above | 14.6x | 25.9% | 73 | 73 |
Where NYT ranks against its sector peers on each metric.