NYT - The New York Times Company
Price:
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$81.00
DETAILS
HIGH:
$95.00
LOW:
$63.00
MEDIAN:
$85.00
CONSENSUS:
$81.00
UPSIDE:
10.55%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
75% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
9.0%
11.0%
3.0%
Key Value Driver
FCF growth rate (9% base case)
Terminal Value % of EV
38%
Implied Market Multiple
22.8x
Market is pricing in (growth)
10.7%
vs our 9.0% base
Plain-Language Summary
Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $81.00 from 17 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $68.89 per share.
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