New York Times Company (NYT)
NYSECommunication ServicesPublishingSnapshot 2026-09-04
$67.28+0.33%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesPublishingSnapshot 2026-09-04
QuarterlyIQ Insights · NYT
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $67 the market pays 24× p/e — above the 16× p/e peer median but in line with its own 28× history. That premium reflects a durable franchise our peer-anchored $50 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $63–$80. Note: our $50 fair value sits below the entire analyst range ($63–$80). Even the durable-growth case — current growth held at sustainable margins — values it at about $64, at or below today's price, so you're paying beyond even the growth case. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $80.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $184.29 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $185.72 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $15.77 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$63.00 – $80.00 (median $75.00) · 3 analysts · as of 2026-08-18
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 39% over what the business is worth with no growth; closing that gap needs roughly 7.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $2.52/sh owner earnings.
Looks more expensive than peers.
Cheaper than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $28.03 |
| — |
| — |
| TTM |
| high |
| Peer EV/EBITDA | 12M | $11.15 | 4.6 | 2.12 | TTM | high |
| Peer P/FCF | 12M | $49.07 | 12.8 | 3.82 | TTM | high |
| Peer P/E | 12M | $37.71 | 12.5 | 3.02 | ntm analyst | high |
| Peer P/S | 12M | $21.05 | 1.2 | 18.26 | TTM | high |
| PEG | 12M | $21.20 | 7.6 | 2.78 | TTM | high |
| residual income | 12M | $19.70 | — | — | TTM | high |
| Own P/E history | 12M | $76.89 | 27.7 | 2.78 | TTM | high |
| triangulated | 12M | $48.53 | 16.0 | 3.03 | Triangulated | high |
| Peer P/FCF | 3Y | $74.62 | 12.8 | 5.81 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $44.88 | 12.5 | 3.59 | Analyst | medium |
| Peer P/S | 3Y | $27.19 | 1.2 | 23.59 | Analyst | medium |
| PEG | 3Y | $27.39 | 7.6 | 3.59 | Analyst | medium |
| Own P/E history | 3Y | $99.35 | 27.7 | 3.59 | Analyst | medium |
| Peer P/FCF | 5Y | $98.69 | 12.8 | 7.69 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $53.02 | 12.5 | 4.24 | Analyst | medium |
| Peer P/S | 5Y | $32.12 | 1.2 | 27.87 | Analyst | medium |
| PEG | 5Y | $32.35 | 7.6 | 4.24 | Analyst | medium |
| Own P/E history | 5Y | $117.36 | 27.7 | 4.24 | Analyst | medium |