NYT
The New York Times Company
NYT has a slight edge over TMUS overall, supported by stronger fundamentals.
TMUS
T-Mobile US, Inc.
TMUS has slightly lower modeled downside risk, despite its lower overall score.
NYT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
NYT's revenue, profitability, cash flow and balance sheet are all currently healthy.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
NYT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $71.46 | — |
| Current | 29x | $71.46 | — |
| Cheap | 30x | $74.74 | +4.6% |
| Fair | 35x | $86.99 | +22% |
| Expensive | 51x | $127 | +78% |
Historical ranges are pointers, not guarantees.
NYT's PE is in its cheap range at 29x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
TMUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $171 | — |
| Current | 16x | $171 | — |
| Cheap | 21x | $218 | +27% |
| Fair | 26x | $274 | +60% |
| Expensive | 56x | $581 | +240% |
Historical ranges are pointers, not guarantees.
TMUS has the edge over NYT in the historical PE scenario, which offers more potential upside but is not a forecast.
NYT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for NYT, with profitability improving.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for TMUS, with profitability improving.
NYT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.12 | +25% |
| Q3 2026 | $2.50 | +23% |
| Q2 2026 | $2.40 | +24% |
| Q1 2026 | $2.33 | +27% |
| Q4 2025 | $2.09 | +18% |
| Q3 2025 | $2.04 | +20% |
| Q2 2025 | $1.93 | +18% |
| Q1 2025 | $1.83 | +21% |
| Q4 2024 | $1.77 | +26% |
NYT has the edge over TMUS on earnings, with more consistent year-over-year improvement.
TMUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.49 | +30% |
| Q3 2026 | $10.37 | -0.2% |
| Q2 2026 | $9.56 | -9.7% |
| Q1 2026 | $9.41 | -8.1% |
| Q4 2025 | $9.72 | +0.6% |
| Q3 2025 | $10.39 | +18% |
| Q2 2025 | $10.59 | +33% |
| Q1 2025 | $10.24 | +39% |
| Q4 2024 | $9.66 | +39% |
TMUS earned $10.37 per share over the past year, about the same as the year before.
NYT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $768.5M | +9.7% |
| Q2 2026 | $762.5M | +11% |
| Q1 2026 | $712.2M | +12% |
| Q4 2025 | $802.3M | +10% |
| Q3 2025 | $700.8M | +9.5% |
| Q2 2025 | $685.9M | +9.7% |
| Q1 2025 | $635.9M | +7.1% |
| Q4 2024 | $726.6M | +7.5% |
NYT has the edge over TMUS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +0.9 points |
| Q2 2026 | 15% | -0.1 points |
| Q1 2026 | 13% | +3.5 points |
| Q4 2025 | 20% | 0 points |
| Q3 2025 | 15% | +3 points |
| Q2 2025 | 16% | +2.8 points |
| Q1 2025 | 9.2% | +1.1 points |
| Q4 2024 | 20% | +1.1 points |
NYT's operating margin was 16% last quarter, up 0.9 points from the same quarter a year ago.
TMUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $23.6B | +7.4% |
| Q2 2026 | $22.8B | +7.9% |
| Q1 2026 | $23.1B | +11% |
| Q4 2025 | $24.3B | +11% |
| Q3 2025 | $22B | +8.9% |
| Q2 2025 | $21.1B | +6.9% |
| Q1 2025 | $20.9B | +6.6% |
| Q4 2024 | $21.9B | +6.8% |
TMUS's revenue has grown year over year for 10 quarters in a row: $23.6B last quarter, up 7.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +3.4 points |
| Q2 2026 | 24% | -0.6 points |
| Q1 2026 | 19% | -3.5 points |
| Q4 2025 | 15% | -5.6 points |
| Q3 2025 | 21% | -3.2 points |
| Q2 2025 | 25% | +1.3 points |
| Q1 2025 | 23% | +2.6 points |
| Q4 2024 | 21% | +4 points |
TMUS has the edge over NYT on profitability, with a higher operating margin.
NYT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $170.1M | -15% |
| Q2 2026 | $184.2M | +78% |
| Q1 2026 | $81.5M | -9.3% |
| Q4 2025 | $157.6M | +9.7% |
| Q3 2025 | $199.7M | +69% |
| Q2 2025 | $103.3M | +42% |
| Q1 2025 | $89.9M | +93% |
| Q4 2024 | $143.6M | +10% |
NYT generated $593M in free cash flow over the past year, up 11% from the year before.
TMUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +5.3% |
| Q2 2026 | $4.8B | +4.4% |
| Q1 2026 | $4.6B | +4.6% |
| Q4 2025 | $4.2B | +25% |
| Q3 2025 | $4.8B | +15% |
| Q2 2025 | $4.6B | +32% |
| Q1 2025 | $4.4B | +79% |
| Q4 2024 | $3.3B | +2% |
TMUS generated $18.7B in free cash flow over the past year, up 8.8% from the year before.
NYT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -790K shares |
| 1 year | -1.3% | -2.1M shares |
| 3 years | -1.9% | -3.2M shares |
| 5 years | -3.7% | -6.3M shares |
| Available history | -3.3% | -5.5M shares |
NYT has 162M diluted shares, down 1.3% from a year ago, with $226M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $79.1M |
| Q2 2026 | $35.4M |
| Q1 2026 | $56.3M |
| Q4 2025 | $55.5M |
| Q3 2025 | $27.3M |
| Q2 2025 | $23.6M |
| Q1 2025 | $59M |
| Q4 2024 | $24.7M |
NYT spent $226M buying back its own shares over the past year, up 68% from the year before.
TMUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -10.8M shares |
| 1 year | -4.9% | -55M shares |
| 3 years | -8.8% | -103M shares |
| 5 years | -15% | -182M shares |
| Available history | +24% | +207M shares |
TMUS has the edge over NYT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.4B |
| Q2 2026 | $2.3B |
| Q1 2026 | $4.8B |
| Q4 2025 | $2.4B |
| Q3 2025 | $2.5B |
| Q2 2025 | $2.6B |
| Q1 2025 | $2.5B |
| Q4 2024 | $4.7B |
TMUS spent $12B buying back its own shares over the past year, down 1.7% from the year before.
NYT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
NYT has the edge over TMUS on leverage, with a lower net debt burden relative to earnings.
TMUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | 2.4x | Moderate |
TMUS's net debt is less than a year of its operating earnings (EBITDA).
NYT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.8 | Neutral |
| Stochastic | 65.4 | Neutral |
NYT's weekly RSI is 53 (neutral) and its Stochastic is 65 (neutral).
TMUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.9 | Neutral |
| Stochastic | 42.1 | Neutral |
TMUS's weekly RSI is 48 (neutral) and its Stochastic is 42 (neutral).
NYT PE vs Communication Services Sector
| Metric | NYT | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 16x | 73% above |
| PE % | 11 | 26 | 15 pts below |
NYT is trading at 29x earnings, a 73% premium to the Communication Services sector's median of 16x.
TMUS PE vs Communication Services Sector
| Metric | TMUS | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | Same PE |
| PE % | 1 | 26 | 25 pts below |
TMUS has the edge over NYT on valuation relative to its sector.
NYT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $67.5 | 5.8% above |
| 20 week MA | $68.9 | 3.7% above |
| 50 week MA | $72.7 | 1.7% below |
| 100 week MA | $63.6 | 12% above |
| 200 week MA | $54.5 | 31% above |
NYT has the edge over TMUS on trend strength, trading above more of its moving averages.
TMUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $159.1 | 7.5% above |
| 20 week MA | $172.0 | 0.5% below |
| 50 week MA | $187.8 | 8.9% below |
| 100 week MA | $212.9 | 20% below |
| 200 week MA | $188.7 | 9.4% below |
TMUS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 9.4% below its 200-week average.
NYT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.1 | $51.4 | +60% |
| 2021 | $51.4 | $47.4 | -7.7% |
| 2022 | $47.4 | $33.0 | -30% |
| 2023 | $33.0 | $49.0 | +48% |
| 2024 | $49.0 | $53.2 | +8.6% |
| 2025 | $53.2 | $70.2 | +32% |
| 2026 YTD | $70.2 | $71.5 | +1.9% |
NYT has the edge over TMUS on returns for 2026, with the stronger performance.
TMUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.2 | $132.9 | +72% |
| 2021 | $132.9 | $119.9 | -9.8% |
| 2022 | $119.9 | $140.0 | +17% |
| 2023 | $140.0 | $160.3 | +15% |
| 2024 | $160.3 | $223.0 | +39% |
| 2025 | $223.0 | $201.0 | -9.9% |
| 2026 YTD | $201.0 | $171.0 | -15% |
TMUS has finished higher in four of the last six years. It's down 15% so far in 2026.