COMP <GO>

NYT vs V // FREE CASH FLOW YIELD

New York Times Company (The) (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: NYT 5 — V 8

▲ FREE CASH FLOW YIELD LEADER: NYT

LAST: $70.17 (+1.08%) • MKT CAP: $11.14B

fcf-yield

4.94%

LAST: $413.59 (+0.74%) • MKT CAP: $733.53B

fcf-yield

2.90%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NYT VS. V) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	NYT	V	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	41.00%	41.00%	0.00	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	14.30%	32.30%	-18.00	V	/roic <GO>
EV/EBITDA & P/E Valuation	25.0x	28.9x	-3.90	NYT	/valuation <GO>
Free Cash Flow Yield ACTIVE	4.94%	2.90%	+2.04	NYT	/fcf-yield <GO>
Operating Margin	15.30%	60.00%	-44.70	V	/operating-margins <GO>
Net Profit Margin	12.20%	50.10%	-37.90	V	/net-margins <GO>
Revenue Growth (YoY)	9.20%	11.30%	-2.10	V	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.99%	0.63%	+0.36	NYT	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	7.40	9.09	-1.69	V	/balance-sheet <GO>
Piotroski F-Score Quality	9/9	9/9	0.00	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.90%	7.10%	-0.20	NYT	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	59.7	69.4	-9.71	V	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	1.01	1.06	-0.05	V	/macro-sensitivity <GO>
Forward P/E Multiple	30.1x	34.0x	-3.90	NYT	/forward-pe <GO>
Enterprise Scale & Market Cap	$11.14B	$733.53B	-$722.39B	V	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	NYT REV	V REV	NYT GROSS %	V GROSS %	NYT FCF	V FCF
FY 2025	$2.82B	$40.00B	44.0%	44.0%	$550.5M	$21.26B
FY 2024	$2.59B	$35.93B	44.0%	44.0%	$381.3M	$18.33B
FY 2023	$2.43B	$32.65B	44.0%	44.0%	$251.4M	$19.29B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

NYT // BETA 1.01

V // BETA 1.06