COMPARE · Reviewed August 3, 2026
NYT vs VSNT
Verdict: Side-by-side breakdown using the Bull Rankings model. NYT scored 63.2, VSNT scored 64.7 — VSNT leads.
Compare another set
Different reporting periods. NYT's fundamentals are as of March 2026, but VSNT's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
NYT
The New York Times Company
63.2
$75.40 · $12.2B
fundamentals as of
Score gap
1.5
VSNT leads
VSNT
Versant Media Group, Inc.
64.7
$36.48 · $5.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
NYT
stronger →← stronger
VSNT
83
Qualityreturns · margins · balance sheet
76
82
Growthrevenue & earnings expansion
41
37
Valuevaluation vs sector peers
87
NYT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NYT
VSNT
$542mC+
FCF
$1.9bC+
+10.4%B
Rev
-5.3%D
0.02A
D/E
0.36B+
32.4xC+
P/E
6.1xA
3.79D
PEG
0.60A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NYT
VSNT
19% above
Price vs fair valuelower is cheaper
88% below
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
-25%
1-yr DCF upside
+542%
-16%
5-yr DCF upside
+744%
-1%
10-yr DCF upside
+1161%
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
VSNT
Why this score
- Short track record
The companies
NYTThe New York Times Company
Why now
Publishing · market cap $12.2b. 13% off the 52-week high of $87.10. Revenue growing +10%, comfortably above the S&P median. 9 sell-side analysts publish a mean 1-yr target of $83.44 (implying +11% 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 142% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
VSNTVersant Media Group, Inc.
Why now
Entertainment · market cap $5.2b. Down 38% from 52-week high of $59.00 — deep drawdown territory. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.60 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $44.00 (implying +21% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 199% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.