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Added to YB: 2025-08-13

Pitch date: 2025-08-12

NYT [neutral]

The New York Times Company

+16.53%

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

$10.4B

Pitch Price

$57.95

Price Target

N/A

Dividend

1.13%

EV/EBITDA

18.08

P/E

31.17

EV/Sales

3.41

Sector

Media

Category

growth

Show full summary:
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)