COMPARE · Reviewed August 7, 2026
NYT vs ROKU
Verdict: Side-by-side breakdown using the Bull Rankings model. NYT scored 69.1, ROKU scored 60.7 — NYT leads.
Compare another set
NYT
New York Times Company (The)
69.1
$63.54 · $10.2B
fundamentals as of
Score gap
8.4
NYT leads
ROKU
Roku, Inc.
60.7
$153.11 · $22.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
NYT
stronger →← stronger
ROKU
83
Qualityreturns · margins · balance sheet
56
83
Growthrevenue & earnings expansion
98
48
Valuevaluation vs sector peers
41
NYT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NYT
ROKU
$623mC+
FCF
$710mC+
+10.8%B
Rev
+18.5%B+
—
D/E
0.19A-
26.5xC+
P/E
64.9xC
3.79D
PEG
1.04B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NYT
ROKU
7% below
Price vs fair valuelower is cheaper
138% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
+0%
1-yr DCF upside
-67%
+7%
5-yr DCF upside
-58%
+19%
10-yr DCF upside
-41%
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
NYTNew York Times Company (The)
Why now
Publishing · market cap $10.2b. Down 27% from 52-week high of $87.10 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $79.89 (implying +26% 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 19% sits above Buffett's preferred 15% threshold — 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, a sign that working capital and capex are well-disciplined.
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.
Why now
Entertainment · market cap $22.7b. Trading near 52-week high of $153.53 — momentum setup, limited technical margin of safety. Revenue growing +19%, comfortably above the S&P median. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $158.41 (implying +3% 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, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 64.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 2.04 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.