Verdict: Side-by-side breakdown using the Bull Rankings model. NYT scored 70.4, ROKU scored 48.3 — NYT leads.
Compare another set
NYT
The New York Times Company
Publishing · Quality-Growth
70.4
$66.32 · $10.7B
fundamentals as of
Score gap
22.1
NYT leads
ROKU
Roku, Inc.
Entertainment · Quality-Growth
48.3
$152.85 · $22.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNYT27.6x
Fastest growthROKU+18.5%
Strongest balance sheetNYT0.00
Highest qualityNYT85 / 100
Largest discount to fair valueNYT-4%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
NYT
stronger →← stronger
ROKU
85
Qualityreturns · margins · balance sheet
56
74
Growthrevenue & earnings expansion
88
55
Valuevaluation vs sector peers
23
NYT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NYT
ROKU
$623mC+
FCF
$710mC+
+9.2%B
Rev
+18.5%B+
0.00A
D/E
0.17A-
27.6xC+
P/E
65.0xC
3.79D
PEG
0.60A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
NYT
ROKU
4% below
Price vs fair valuelower is cheaper
140% above
~6%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~39%/yr
-3%
1-yr DCF upside
-66%
+4%
5-yr DCF upside
-58%
+16%
10-yr DCF upside
-44%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NYT
Why this score
Raising its dividend
ROKU
Why this score
Diluting shareholders
The companies
NYTThe New York Times Company
Publishing · $66.32 · beta 0.92
Why now
Publishing · market cap $10.7b. Down 24% from 52-week high of $87.10 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $76.89 (implying +16% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 20% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 159% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ROKURoku, Inc.
Entertainment · $152.85 · beta 2.05
Why now
Entertainment · market cap $22.7b. 4% off the 52-week high of $159.89. Revenue growing +19%, comfortably above the S&P median. PEG 0.60 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Hold with a mean 1-yr target of $162.33 (implying +6% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash.
Risk
Trailing P/E 65.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 2.05 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where NYT and ROKU diverge
On the headline score the gap is 22.1 points in favor of NYT. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueNYT 55.1 · ROKU 23.0NYT +32.1
QualityNYT 85.5 · ROKU 55.6NYT +29.9
GrowthNYT 74.2 · ROKU 88.2ROKU +14.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is NYT or ROKU the better stock?
NYT scores higher: NYT 70.4, ROKU 48.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do NYT and ROKU differ most?
The widest gap is value, where NYT leads by 32 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are NYT and ROKU scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.