New York Times Company (NYT)vsScholastic Corporation (SCHL)
NYT
New York Times Company
$85.17
+1.20%
COMMUNICATION SERVICES · Cap: $13.79B
SCHL
Scholastic Corporation
$38.86
+1.12%
COMMUNICATION SERVICES · Cap: $977.72M
Smart Verdict
WallStSmart Research — data-driven comparison
New York Times Company generates 73% more annual revenue ($2.80B vs $1.61B). NYT leads profitability with a 12.3% profit margin vs 3.9%. SCHL appears more attractively valued with a PEG of 1.80. NYT earns a higher WallStSmart Score of 55/100 (C-).
NYT
Buy55
out of 100
Grade: C-
SCHL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-114.5%
Fair Value
$33.27
Current Price
$85.17
$51.90 premium
Margin of Safety
+68.7%
Fair Value
$112.79
Current Price
$38.86
$73.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.8%
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.9% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 6.9% — below average capital efficiency
3.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : NYT
The strongest argument for NYT centers on Operating Margin. Revenue growth of 10.5% demonstrates continued momentum.
Bull Case : SCHL
The strongest argument for SCHL centers on Price/Book, P/E Ratio, EPS Growth.
Bear Case : NYT
The primary concerns for NYT are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : SCHL
The primary concerns for SCHL are PEG Ratio, Market Cap, Return on Equity. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SCHL carries more volatility with a beta of 1.18 — expect wider price swings.
NYT is growing revenue faster at 10.5% — sustainability is the question.
NYT generates stronger free cash flow (158M), providing more financial flexibility.
Monitor PUBLISHING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NYT scores higher overall (55/100 vs 53/100) and 10.5% revenue growth. SCHL offers better value entry with a 68.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
New York Times Company
COMMUNICATION SERVICES · PUBLISHING · USA
The New York Times Company provides news and information for readers and viewers on various platforms worldwide. The company is headquartered in New York, New York.
Visit Website →Scholastic Corporation
COMMUNICATION SERVICES · PUBLISHING · USA
Scholastic Corporation publishes and distributes children's books worldwide. The company is headquartered in New York, New York.
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