New York Times vs Scholastic
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KIRA’s take AI analyst
I put New York Times and Scholastic side by side, using each one’s latest annual report. Here is what stands out:
- New York Times is the larger business, with $2.8B of revenue in fiscal 2025 against $1.6B for Scholastic, about 1.8 times as much.
- New York Times grew revenue faster (9.2%, against −2.7%).
- New York Times kept more of each dollar of sales as operating profit (15.3% operating margin, against 1.0%).
- New York Times turned more of its sales into free cash flow (19.5% FCF margin, against 0.2%).
- New York Times earned a higher return on the capital invested in it (23.8%, against 1.1%).
- Investors pay more for each dollar of New York Times’s earnings: a P/E of 29.4x against 27.1x for Scholastic.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
New York Times
NYT
8/10
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDA
Scholastic
SCHL
1/10
Share count change
Side by side
Best in the row
| Latest fiscal year | NYT FY25 | SCHL FY26 |
|---|---|---|
| Size | ||
| Market cap | $11.5B | $728M |
| Revenue | $2.8B | $1.6B |
| Free cash flow | $551M | $2.5M |
| Net income | $344M | $56.7M |
| Growth | ||
| Revenue growth | 9.2% | −2.7% |
| 5-year growth | 9.6% | 4.0% |
| Share count change | −0.5% | −12.3% |
| Profitability | ||
| Gross margin | — | 56.4% |
| Operating margin | 15.3% | 1.0% |
| Net margin | 12.2% | 3.6% |
| FCF margin | 19.5% | 0.2% |
| Return on capital | 23.8% | 1.1% |
| Return on equity | 17.3% | 6.7% |
| Balance sheet | ||
| Net debt | −$642M | −$45.0M |
| Net debt / EBITDA | −1.2x | −0.7x |
| Dividends and buybacks | $276M | $286M |
| Valuation & quality | ||
| P/E | 29.4x | 27.1x |
| Piotroski F-score | 7 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.