New York Times Company (NYT)vsSpotify Technology SA (SPOT)
NYT
New York Times Company
$79.03
+0.71%
COMMUNICATION SERVICES · Cap: $12.80B
SPOT
Spotify Technology SA
$443.57
+2.16%
COMMUNICATION SERVICES · Cap: $106.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Spotify Technology SA generates 514% more annual revenue ($17.19B vs $2.80B). SPOT leads profitability with a 12.9% profit margin vs 12.3%. SPOT appears more attractively valued with a PEG of 2.17. SPOT earns a higher WallStSmart Score of 60/100 (C+).
NYT
Buy55
out of 100
Grade: C-
SPOT
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NYT.
Margin of Safety
-47.4%
Fair Value
$330.58
Current Price
$443.57
$112.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.8%
Every $100 of equity generates 32 in profit
Earnings expanding 213.9% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 9.3x book value
Premium valuation, high expectations priced in
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 : SPOT
The strongest argument for SPOT centers on Return on Equity, EPS Growth, Market Cap.
Bear Case : NYT
The primary concerns for NYT are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : SPOT
The primary concerns for SPOT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
SPOT carries more volatility with a beta of 1.70 — expect wider price swings.
NYT is growing revenue faster at 10.5% — sustainability is the question.
SPOT generates stronger free cash flow (834M), providing more financial flexibility.
Monitor PUBLISHING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SPOT scores higher overall (60/100 vs 55/100). 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 →Spotify Technology SA
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Spotify Technology SA, provides audio streaming services worldwide. The company is headquartered in Luxembourg, Luxembourg.
Compare with Other PUBLISHING Stocks
Want to dig deeper into these stocks?