CluenexNew York Times Company NYT
New York Times Company scores good on business quality (7.3 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What New York Times Company does
The New York Times Company generates revenue primarily through paid digital and print subscriptions, alongside targeted advertising on its platforms. Readers and advertisers pay for news, cooking, games, and athletic content.
- What it does best
The company excels at digital subscriber conversion, boasting a return on equity of 19.5% that outpaces peers like NWSA at 6.6%. This pricing power and digital bundling lock in readers across multiple content verticals.
- The main risk
Subscriber churn remains a constant threat as digital content competition intensifies across media platforms. A slip in engagement directly damages the high-margin subscription stream that powers total revenue.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at 17.2% with a gross margin of 51.4%. Profitability strengthens as digital scale expands, lowering relative content distribution costs.
The brand intangible asset locks in millions of loyal subscribers, placing free cash flow margin in the top quartile at 76th percentile. Rivals cannot easily replicate this subscriber scale.
Revenue grew to $2,978M up from $2,825M last year, powered by digital subscription demand. The growth rate is steady compared to historical annual figures.
With zero debt and $642M in cash, the balance sheet is pristine. Free cash flow reached $623M, reflecting a strengthening financial reality.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on NYT
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
New York Times Company scores good on the Cluenex quality check (7.3 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See NYT today
- Today's verdict on NYT, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “New York Times Company (NYT)”, https://cluenex.com/stocks/nyt/, data as of Oct 10, 2026.