NYT
The New York Times Company
NYT has the edge over VZ overall, supported by stronger valuation and stronger fundamentals.
VZ
Verizon Communications Inc.
VZ's outlook is improving, though it still trails on the overall score.
NYT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
NYT's revenue, profitability, cash flow and balance sheet are all currently healthy.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
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 has the edge over VZ in the historical PE scenario, which offers more potential upside but is not a forecast.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ's PE is in its fair range at 12x. If earnings grow as analysts expect, today's price would be 9.0x next year's earnings, in its cheap range.
NYT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
NYT has the edge over VZ on the outlook, with more favorable revenue expectations.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
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's earnings per share have climbed steadily: $2.50 over the past year, up 23% from the year before, and higher year over year for 13 quarters in a row.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
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 VZ on sales, with more consistent year-over-year improvement.
| 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.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ's revenue has held roughly level: $34.3B last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ 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 has the edge over VZ on cash flow, with stronger typical year-over-year growth.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ's free cash flow has been positive every quarter for seven years: $39B over the past year, up 1.5% 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.
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has the edge over NYT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
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 VZ on leverage, with a lower net debt burden relative to earnings.
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
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).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (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.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ 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's trend is mixed: it's above four of its five weekly moving averages, and 31% above its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over NYT on trend strength, trading above more of its moving averages.
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 finished higher in four of the last six years. It's up 1.9% so far in 2026.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has the edge over NYT on returns for 2026, with the stronger performance.