Added to YB: 2025-08-13
Pitch date: 2025-08-12
NYT [neutral]
The New York Times Company
+30.6%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide.
Market Cap
$11.8B
Pitch Price
$57.80
Price Target
N/A
Dividend
1.26%
EV/EBITDA
20.39
P/E
34.90
EV/Sales
3.80
Sector
Media
Category
growth
Update on The New York Times Company
NYT (earnings update): Q2 showed 15.1% YoY digital subscription growth, 230k net adds, 3.2% ARPU increase. Ad revenue +18.7%, op profit +28%, FCF +61%. Growth drivers: 15M sub target by 2027, pricing power, bundle adoption (>50% subs), expanding ad platform, new licensing deals (Amazon AI). Risk: AI tools reducing traffic. Trading at 6-year low 16.5x EBIT with ~20% earnings growth potential.
Read full article (2 min)