Verdict: Side-by-side breakdown using the Bull Rankings model. TKO scored 42.5, NYT scored 70.4 — NYT leads.
Compare another set
TKO
TKO Group Holdings, Inc.
Entertainment · Quality-Growth
42.5
$178.01 · $33.7B
fundamentals as of
Score gap
27.9
NYT leads
NYT
The New York Times Company
Publishing · Quality-Growth
70.4
$66.32 · $10.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNYT27.6x
Fastest growthNYT+9.2%
Strongest balance sheetNYT0.00
Highest qualityNYT85 / 100
Largest discount to fair valueTKO-35%
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)
TKO
stronger →← stronger
NYT
57
Qualityreturns · margins · balance sheet
85
66
Growthrevenue & earnings expansion
74
20
Valuevaluation vs sector peers
55
NYT is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TKO
NYT
$1.7bC+
FCF
$623mC+
+5.1%C+
Rev
+9.2%B
0.59B
D/E
0.00A
62.2xC
P/E
27.6xC+
1.52C+
PEG
3.79D
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
TKO
NYT
35% below
Price vs fair valuelower is cheaper
4% below
~4%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~6%/yr
+17%
1-yr DCF upside
-3%
+53%
5-yr DCF upside
+4%
+130%
10-yr DCF upside
+16%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TKO
Why this score
Diluting shareholders
Cut its dividend
NYT
Why this score
Raising its dividend
The companies
TKOTKO Group Holdings, Inc.
Entertainment · $178.01 · beta 0.69
Why now
Entertainment · market cap $33.7b. Down 22% from 52-week high of $226.94 — deep drawdown territory. 19 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $231.63 (implying +30% upside).
Moat
Free cash flow runs well ahead of reported net income, mostly because of depreciation and amortization ($553m) — non-cash charges that hold down reported earnings while cash generation stays strong.
Risk
Trailing P/E 62.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 4.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.
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 TKO and NYT diverge
On the headline score the gap is 27.9 points in favor of NYT. The widest single difference is Value, where NYT leads by 34.8 points.
ValueTKO 20.3 · NYT 55.1NYT +34.8
QualityTKO 57.2 · NYT 85.5NYT +28.3
GrowthTKO 66.4 · NYT 74.2NYT +7.8
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 TKO the better stock?
NYT scores higher: NYT 70.4, TKO 42.5 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 TKO differ most?
The widest gap is value, where NYT leads by 35 points on the 0–100 pillar scale. NYT leads all three pillars, so the gap is broad rather than a single-measure difference.
How are NYT and TKO 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.