Is It Too Late To Consider Buying New York Times (NYT) After 64% One-Year Rally?

Simply Wall St.02-23

If you are wondering whether New York Times shares still offer value after a strong run, you will want to look closely at what different valuation methods are saying about the current price. The stock...

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The stock...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-nyt/new-york-times/news/is-it-too-late-to-consider-buying-new-york-times-nyt-after-6\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider Buying New York Times (NYT) After 64% One-Year Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider Buying New York Times (NYT) After 64% One-Year Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 19:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nyse-nyt/new-york-times/news/is-it-too-late-to-consider-buying-new-york-times-nyt-after-6><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether New York Times shares still offer value after a strong run, you will want to look closely at what different valuation methods are saying about the current price. The stock...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-nyt/new-york-times/news/is-it-too-late-to-consider-buying-new-york-times-nyt-after-6\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4532","symbol_name":"文艺复兴科技持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nyse-nyt/new-york-times/news/is-it-too-late-to-consider-buying-new-york-times-nyt-after-6","article_id":"2613078189","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4314000-choice2-main-header/1585187425151"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nyse-nyt/new-york-times/news/is-it-too-late-to-consider-buying-new-york-times-nyt-after-6","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2613078189","pubTimestamp":1771846152,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether New York Times shares still offer value after a strong run, you will want to look closely at what different valuation methods are saying about the current price.\nThe stock last closed at US$77.99, with returns of 6.9% over 7 days, 7.9% over 30 days, 11.7% year to date, 64.4% over 1 year and 106.5% over 3 years. This naturally raises questions about how much of the story is already reflected in the share price.\nRecent attention around New York Times has focused on...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4532":"文艺复兴科技持仓","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","NYT":"纽约时报","BK4111":"出版"},"translate_title":"在一年上涨64%后，考虑购买《纽约时报》(NYT)是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"NYT":1.5},"content_text":"If you are wondering whether New York Times shares still offer value after a strong run, you will want to look closely at what different valuation methods are saying about the current price. The stock last closed at US$77.99, with returns of 6.9% over 7 days, 7.9% over 30 days, 11.7% year to date, 64.4% over 1 year and 106.5% over 3 years. This naturally raises questions about how much of the story is already reflected in the share price. Recent attention around New York Times has focused on its position as a premium subscription based news and content business and the ongoing debate about how traditional media companies are valued in a digital first world. This context helps frame whether the recent share price strength is being driven more by sentiment, by changing expectations or by long term fundamentals. On our checks the company scores a 2 out of 6 valuation score, which suggests some measures flag potential undervaluation while others do not. The rest of this article will walk through those approaches before finishing with a broader way to think about what valuation really means for you as a shareholder.  New York Times scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: New York Times Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model estimates what a company might be worth by projecting its future cash flows and then discounting those back to today, so you can compare that figure to the current share price. For New York Times, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is reported at about $541.1 million. Analysts provide inputs out to 2027, with free cash flow for that year estimated at $594.6 million. Beyond that, Simply Wall St extrapolates a path for cash flows through to 2035, with annual projections that stay below $1b and are discounted back to reflect today’s value. Putting those cash flows together, the DCF model arrives at an estimated intrinsic value of US$110.33 per share. Against the recent share price of US$77.99, the model indicates a 29.3% discount, which points to New York Times trading below this DCF estimate. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests New York Times is undervalued by 29.3%. Track this in your watchlist or portfolio, or discover 53 more high quality undervalued stocks. NYT Discounted Cash Flow as at Feb 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for New York Times. Approach 2: New York Times Price vs Earnings For a profitable company like New York Times, the P/E ratio is a useful way to think about valuation because it shows how much you are paying for each dollar of current earnings. It is a simple yardstick that lets you line the stock up against its own history, peers and the broader Media industry. What counts as a “normal” P/E usually reflects two big things: how quickly earnings are expected to grow and how risky those earnings are. Higher expected growth or lower perceived risk can justify a higher multiple, while slower growth or higher uncertainty usually argues for a lower one. New York Times currently trades on a P/E of 36.81x. That sits above the Media industry average of 14.01x and also above the peer average of 20.54x, so on simple comparisons the stock screens as more expensive than many media names. Simply Wall St also calculates a proprietary “Fair Ratio” of 22.39x, which is the P/E it estimates for New York Times after factoring in elements like earnings growth, profit margins, industry, market cap and company specific risks. This Fair Ratio can be more informative than raw peer or industry comparisons because it adjusts for the company’s own profile rather than assuming all media stocks should trade alike. With a current P/E of 36.81x versus a Fair Ratio of 22.39x, the shares look expensive relative to this framework. Result: OVERVALUED NYSE:NYT P/E Ratio as at Feb 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 22 top founder-led companies. Upgrade Your Decision Making: Choose your New York Times Narrative Earlier we mentioned that there is an even better way to understand valuation. Let us introduce you to Narratives, which are simple stories you create about a company like New York Times that tie your view on its business to specific numbers such as fair value, future revenue, earnings and margins. You can then compare that fair value to the current price, all within an easy tool on Simply Wall St's Community page that updates automatically as fresh news or earnings arrive. This tool can reflect very different viewpoints. For example, one investor might align with a higher fair value such as US$81, while another might lean toward a lower fair value such as US$55. Each of those Narratives links their story about digital subscriptions, partnerships and risks directly into a financial forecast and a clear, price-anchored decision framework. For New York Times, however, we will make it really easy for you with previews of two leading New York Times Narratives: Each one connects a clear story about subscriptions, partnerships and risks to specific numbers like fair value, growth and earnings. Your job is to decide which story, if either, lines up better with how you see the business. 🐂 New York Times Bull Case Fair value in this bullish narrative: US$81.00 Implied pricing gap vs last close: about 3.7% below this fair value estimate Revenue growth assumption: 7.47% a year  Sees New York Times using its premium content, first party data and bundled products to push digital subscription and advertising revenue further, with higher margins over time. Assumes stronger pricing power in both consumer subscriptions and licensing, including AI and platform deals, with buybacks gradually reducing the share count. Flags risks around AI generated content, changing news consumption habits and high ongoing digital investment, which could all weigh on subscription growth and margins if they do not play out as expected.  🐻 New York Times Bear Case Fair value in this more cautious narrative: US$70.75 Implied pricing gap vs last close: about 10.2% above this fair value estimate Revenue growth assumption: 7.34% a year  Builds in solid digital subscription and bundled growth, but ties the outlook more closely to the current analyst consensus and a lower future P/E than the bullish view. Emphasizes that partnerships like the Amazon AI licensing deal and advertising agreements support earnings, yet still anchor the valuation around what analysts see as a relatively full price. Highlights pressures from tech platforms, promotional pricing and rising content and product costs, which could keep a lid on margins and limit how much extra value shareholders might see from here.  If you want to move beyond these previews and see how other investors are joining the dots between New York Times' growth, risks and pricing, Curious how numbers become stories that shape markets? Explore Community Narratives. Do you think there's more to the story for New York Times? Head over to our Community to see what others are saying! NYSE:NYT 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if New York Times might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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