The New York Times Company (NYT) Fair Value 2026

NYT · Publishing ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

9.4 /10

32 fundamental signals · 11 models active

Value Trap Risk

SAFE (17/100)

Quick Summary — As of 2026-08-27, The New York Times Company (NYT) trades at $68.12, versus a $41.74 median fair value across its 11 active models — 38.7% below the current price. QOC: 9.4/10. Value Trap Risk: 17/100 (SAFE). 11/13 models active. Within that set, the Bayesian DCF component alone returns $66.25.

Key Facts

Ticker
NYT
Price
$68.12
Quality Score
9.4/10
Value Trap Risk
17/100
Models Active
11/13
Last Updated
Strength: Quality Score of 9.4/10 indicates strong fundamentals
Risk: Majority of models suggest overvaluation

Is The New York Times Company (NYT) Undervalued or Overvalued in 2026?

According to CirclFi’s 11-model valuation engine, The New York Times Company (NYT) appears overvalued as of : the median of 11 independent fair value estimates is $41.74, 38.7% below the current price of $68.12. Estimates range from $19.16 to $66.25. NYT scores 9.4/10 on fundamental quality and 17/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. NYT’s -38.7% gap is wider than that market norm. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy The New York Times Company Stock in 2026? →

What Fair Value Does Each Model Give NYT?

11 Intrinsic Value Models vs. Current Price ($68.12)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $66.25 -2.7%
Intrinsic · High Conviction
 $19.16 -71.9%
Ensemble · Medium Conviction
 $41.74 -38.7%
Scenario · High Conviction
 $52.37 -23.1%
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What Is NYT's Fair Value Range?

Spread across 11 independent models · $19.16 to $66.25

CirclFi's 11 active models place The New York Times Company (NYT) between $19.16 and $66.25 per share, a spread of 113% of the median. The median of that range — $41.74 — is the fair value CirclFi publishes for NYT, against a current price of $68.12.

Low · EPVHigh · Bayesian DCF
$19.16median $41.74$66.25
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$19.16
Most bullish modelBayesian DCF$66.25
Model agreement0 bullish · 9 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for NYT. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on NYT, not a CirclFi price target. How each model works →

What Is The New York Times Company (NYT) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, The New York Times Company's intrinsic value is estimated at $41.74, suggesting the stock is overvalued at its current price of $68.12. With 9 out of 11 models flagging downside (-38.7% vs price), the market may be pricing in unsustainable growth. Model dispersion is worth noting: Bayesian DCF targets $66.25 (-2.7%), versus EPV at $19.16 (-71.9%). This +69.1% range highlights the importance of multi-model analysis rather than relying on any single methodology. Among models with highest confidence, Bayesian DCF, EPV lean bearish — adding weight to the bearish side of the thesis.

What Do the Models Say About NYT?

11 of 13 models are currently active for NYT. All 11 active models suggest the stock trades above fair value. Taken together, their median fair value for NYT is $41.74 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $66.25 on its own, implying -2.7% downside from the current price. See which stocks rank higher →

How Does NYT Rank in Publishing?

Among 9 Publishing stocks, NYT ranks #1 by Quality of Company score. CirclFi's QOC score of 9.4/10 evaluates 32 fundamental signals. A score of 9.4 places NYT in the top tier.

As a media and communications company, The New York Times Company operates in a sector where average revenue per user (ARPU) is a critical driver of valuation. Investors evaluating NYT should weigh these sector-specific dynamics alongside our model-derived fair values.

Is NYT a Value Trap?

CirclFi's Value Trap algorithm assigns NYT a score of 17/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

11 of 13 models are active for The New York Times Company. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, The New York Times Company is rated at 9.4/10. This elite-tier score ranks among the highest-quality businesses in our coverage universe.

The gap between the most bullish and bearish model spans +69.1% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every NYT valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across NYT's 11 active models, average confidence is 56%. Moderate confidence indicates reasonable fit.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy The New York Times Company Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Publishing Stocks Should You Also Analyze?

8 related Publishing stocks with 13-model coverage

WLYBJohn Wiley & Sons, Inc.QOC 8.0WLYJohn Wiley & Sons, Inc.QOC 8.0SCHLScholastic CorporationQOC 7.8EDUCEducational Development CorporationQOC 7.5PSOPearson plcQOC 7.4TDAYUSA TODAY Co., Inc.QOC 6.1LEELee Enterprises, IncorporatedQOC 5.2TNMGTNL MediageneQOC 2.4

Read investment analysis: WLYB · WLY · SCHL · EDUC · PSO · TDAY · LEE · TNMG

Which Other Stocks Have a Similar Quality Score to NYT?

7 companies across all industries closest to NYT’s Quality of Company score of 9.4/10.

ISRGIntuitive Surgical, Inc.QOC 9.4BLBDBlue Bird CorporationQOC 9.4CFCF Industries Holdings, Inc.QOC 9.4BUKSButler National CorporationQOC 9.4ACFNAcorn Energy, Inc.QOC 9.4RMDResMed Inc.QOC 9.4NVDANVIDIA CorporationQOC 10.0

Read investment analysis: ISRG · BLBD · CF · BUKS · ACFN · RMD · NVDA

What Else Do Investors Ask About The New York Times Company’s Valuation?

What is The New York Times Company's intrinsic value in 2026?

CirclFi puts The New York Times Company (NYT)'s intrinsic value at $41.74 — the median of 11 independent model estimates as of 2026-08-27, ranging from $19.16 to $66.25. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $66.25 on its own. The Quality of Company score is 9.4/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is NYT overvalued or undervalued right now?

At $68.12, 0 of 11 active models suggest NYT may be undervalued, while 11 indicate potential overvaluation. The median of all 11 fair value estimates is $41.74, 38.7% below the current price of $68.12 — a consensus view that NYT is overvalued. The assessment depends on which methodology best fits The New York Times Company's business model in Publishing.

What does a Quality of Company score of 9.4 mean for NYT?

The New York Times Company's QOC of 9.4/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on NYT?

CirclFi analyzes NYT with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 11 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on NYT?

Of the 11 models currently active on NYT, Bayesian DCF is the most bullish at $66.25 per share, and Earnings Power Value (EPV) is the most bearish at $19.16. CirclFi's published fair value for NYT is the median of that range, $41.74, not either extreme. The gap between the two ends equals 113% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is NYT a value trap in 2026?

The New York Times Company's Value Trap score is 17/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 11-model valuation engine, The New York Times Company (NYT) has a median fair value of $41.74 — 38.7% below the current price of $68.12 — as of 2026-08-27.” Source: circlfi.com/stock/NYT/ · Methodology
Primary sources for this NYT valuation
  • Financial statements: The New York Times Company 10-K and 10-Q filings on SEC EDGAR (CIK 0000071691) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for NYT as of ; valuations recomputed .

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