NYT - The New York Times Company
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$83.00
DETAILS
HIGH:
$95.00
LOW:
$63.00
MEDIAN:
$90.00
CONSENSUS:
$83.00
UPSIDE:
26.45%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
75% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
9.1%
11.0%
3.0%
Key Value Driver
FCF growth rate (9% base case)
Terminal Value % of EV
38%
Implied Market Multiple
20.3x
Market is pricing in (growth)
9.2%
vs our 9.1% base
Plain-Language Summary
Using a two-stage FCF DCF with 9% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $65.13 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (17 analysts)
$83.00
Analyst Range
$63.00 – $95.00
Divergence from AlphaVal
22%
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions