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NYT vs ZD
Revenue, margins, valuation, and 5-year total return — side by side.
Advertising Agencies
NYT vs ZD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Publishing | Advertising Agencies |
| Market Cap | $13.55B | $1.65B |
| Revenue (TTM) | $2.90B | $1.45B |
| Net Income (TTM) | $382M | $47M |
| Gross Margin | 51.4% | 77.8% |
| Operating Margin | 16.1% | 13.2% |
| Forward P/E | 30.7x | 7.2x |
| Total Debt | $49M | $892M |
| Cash & Equiv. | $255M | $607M |
NYT vs ZD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| The New York Times … (NYT) | 100 | 213.3 | +113.3% |
| Ziff Davis, Inc. (ZD) | 100 | 64.2 | -35.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NYT vs ZD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NYT carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 7 yrs, beta 0.28, yield 0.8%
- Rev growth 9.2%, EPS growth 18.1%, 3Y rev CAGR 7.0%
- 6.0% 10Y total return vs ZD's -14.2%
ZD is the clearest fit if your priority is value.
- Lower P/E (7.2x vs 30.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.2% revenue growth vs ZD's 3.5% | |
| Value | Lower P/E (7.2x vs 30.7x) | |
| Quality / Margins | 13.2% margin vs ZD's 3.3% | |
| Stability / Safety | Beta 0.28 vs ZD's 1.19, lower leverage | |
| Dividends | 0.8% yield; 7-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +60.3% vs ZD's +38.9% | |
| Efficiency (ROA) | 13.2% ROA vs ZD's 1.3%, ROIC 18.7% vs 7.2% |
NYT vs ZD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NYT vs ZD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NYT leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NYT is the larger business by revenue, generating $2.9B annually — 2.0x ZD's $1.5B. NYT is the more profitable business, keeping 13.2% of every revenue dollar as net income compared to ZD's 3.3%. On growth, NYT holds the edge at +12.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $1.5B |
| EBITDAEarnings before interest/tax | $554M | $420M |
| Net IncomeAfter-tax profit | $382M | $47M |
| Free Cash FlowCash after capex | $542M | $288M |
| Gross MarginGross profit ÷ Revenue | +51.4% | +77.8% |
| Operating MarginEBIT ÷ Revenue | +16.1% | +13.2% |
| Net MarginNet income ÷ Revenue | +13.2% | +3.3% |
| FCF MarginFCF ÷ Revenue | +18.7% | +19.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.0% | -1.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +80.0% | -99.3% |
Valuation Metrics
ZD leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 38.0x trailing earnings, ZD trades at a 5% valuation discount to NYT's 40.0x P/E. On an enterprise value basis, ZD's 4.5x EV/EBITDA is more attractive than NYT's 24.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $13.5B | $1.7B |
| Enterprise ValueMkt cap + debt − cash | $13.3B | $1.9B |
| Trailing P/EPrice ÷ TTM EPS | 40.03x | 37.98x |
| Forward P/EPrice ÷ next-FY EPS est. | 30.70x | 7.16x |
| PEG RatioP/E ÷ EPS growth rate | 1.41x | — |
| EV / EBITDAEnterprise value multiple | 24.90x | 4.48x |
| Price / SalesMarket cap ÷ Revenue | 4.80x | 1.14x |
| Price / BookPrice ÷ Book value/share | 6.76x | 1.02x |
| Price / FCFMarket cap ÷ FCF | 24.61x | 5.74x |
Profitability & Efficiency
NYT leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
NYT delivers a 19.2% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $3 for ZD. NYT carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to ZD's 0.51x. On the Piotroski fundamental quality scale (0–9), NYT scores 8/9 vs ZD's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.2% | +2.6% |
| ROA (TTM)Return on assets | +13.2% | +1.3% |
| ROICReturn on invested capital | +18.7% | +7.2% |
| ROCEReturn on capital employed | +19.8% | +7.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.02x | 0.51x |
| Net DebtTotal debt minus cash | -$207M | $285M |
| Cash & Equiv.Liquid assets | $255M | $607M |
| Total DebtShort + long-term debt | $49M | $892M |
| Interest CoverageEBIT ÷ Interest expense | 397.81x | 2.19x |
Total Returns (Dividends Reinvested)
NYT leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NYT five years ago would be worth $19,445 today (with dividends reinvested), compared to $4,262 for ZD. Over the past 12 months, NYT leads with a +60.3% total return vs ZD's +38.9%. The 3-year compound annual growth rate (CAGR) favors NYT at 28.9% vs ZD's -12.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +20.4% | +28.5% |
| 1-Year ReturnPast 12 months | +60.3% | +38.9% |
| 3-Year ReturnCumulative with dividends | +114.2% | -33.3% |
| 5-Year ReturnCumulative with dividends | +94.5% | -57.4% |
| 10-Year ReturnCumulative with dividends | +598.4% | -14.2% |
| CAGR (3Y)Annualised 3-year return | +28.9% | -12.6% |
Risk & Volatility
NYT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
NYT is the less volatile stock with a 0.28 beta — it tends to amplify market swings less than ZD's 1.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NYT currently trades 96.1% from its 52-week high vs ZD's 86.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | 1.19x |
| 52-Week HighHighest price in past year | $87.10 | $50.55 |
| 52-Week LowLowest price in past year | $51.03 | $22.45 |
| % of 52W HighCurrent price vs 52-week peak | +96.1% | +86.4% |
| RSI (14)Momentum oscillator 0–100 | 38.5 | 54.3 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 1.0M |
Analyst Outlook
NYT leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates NYT as "Hold" and ZD as "Buy". Consensus price targets imply -1.6% upside for ZD (target: $43) vs -19.9% for NYT (target: $67). NYT is the only dividend payer here at 0.80% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $67.00 | $43.00 |
| # AnalystsCovering analysts | 16 | 13 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | — |
| Dividend StreakConsecutive years of raises | 7 | 0 |
| Dividend / ShareAnnual DPS | $0.67 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +10.5% |
NYT leads in 5 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ZD leads in 1 (Valuation Metrics).
NYT vs ZD: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is NYT or ZD a better buy right now?
For growth investors, The New York Times Company (NYT) is the stronger pick with 9.
2% revenue growth year-over-year, versus 3. 5% for Ziff Davis, Inc. (ZD). Ziff Davis, Inc. (ZD) offers the better valuation at 38. 0x trailing P/E (7. 2x forward), making it the more compelling value choice. Analysts rate Ziff Davis, Inc. (ZD) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NYT or ZD?
On trailing P/E, Ziff Davis, Inc.
(ZD) is the cheapest at 38. 0x versus The New York Times Company at 40. 0x. On forward P/E, Ziff Davis, Inc. is actually cheaper at 7. 2x.
03Which is the better long-term investment — NYT or ZD?
Over the past 5 years, The New York Times Company (NYT) delivered a total return of +94.
5%, compared to -57. 4% for Ziff Davis, Inc. (ZD). Over 10 years, the gap is even starker: NYT returned +598. 4% versus ZD's -14. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NYT or ZD?
By beta (market sensitivity over 5 years), The New York Times Company (NYT) is the lower-risk stock at 0.
28β versus Ziff Davis, Inc. 's 1. 19β — meaning ZD is approximately 331% more volatile than NYT relative to the S&P 500. On balance sheet safety, The New York Times Company (NYT) carries a lower debt/equity ratio of 2% versus 51% for Ziff Davis, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NYT or ZD?
By revenue growth (latest reported year), The New York Times Company (NYT) is pulling ahead at 9.
2% versus 3. 5% for Ziff Davis, Inc. (ZD). On earnings-per-share growth, the picture is similar: The New York Times Company grew EPS 18. 1% year-over-year, compared to -19. 0% for Ziff Davis, Inc.. Over a 3-year CAGR, NYT leads at 7. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NYT or ZD?
The New York Times Company (NYT) is the more profitable company, earning 12.
2% net margin versus 3. 3% for Ziff Davis, Inc. — meaning it keeps 12. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NYT leads at 16. 0% versus 14. 1% for ZD. At the gross margin level — before operating expenses — ZD leads at 70. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NYT or ZD more undervalued right now?
On forward earnings alone, Ziff Davis, Inc.
(ZD) trades at 7. 2x forward P/E versus 30. 7x for The New York Times Company — 23. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ZD: -1. 6% to $43. 00.
08Which pays a better dividend — NYT or ZD?
In this comparison, NYT (0.
8% yield) pays a dividend. ZD does not pay a meaningful dividend and should not be held primarily for income.
09Is NYT or ZD better for a retirement portfolio?
For long-horizon retirement investors, The New York Times Company (NYT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
28), 0. 8% yield, +598. 4% 10Y return). Both have compounded well over 10 years (NYT: +598. 4%, ZD: -14. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NYT and ZD?
Both stocks operate in the Communication Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
NYT pays a dividend while ZD does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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