NYT vs TDS
New York Times Company vs Telephone and Data Systems, Inc. — AI-powered side-by-side comparison
NYT
New York Times Company
64
Buy
VS
TDS
Telephone and Data Systems, Inc.
54
Watch
| Metric | NYT | TDS |
|---|
| AI Score |
64
|
54
|
| Price |
$63.69
|
$33.38
|
| P/E Ratio |
26.33×
|
7.84×
|
| ROE |
16.9%
|
-0.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.7%
|
28.7%
|
| Debt / Equity |
0.00×
|
0.24×
|
| Dividend Yield |
1.3%
|
31.2%
|
| RSI (14) |
28.4
|
41.1
|
| Beta |
0.927
|
0.347
|
| Expected Upside |
+33.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for NYT versus TDS.
NYT leads by 10 points.
NYT scores 64/100 (Buy) versus TDS at 54/100 (Watch).
NYT Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 19.5% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 26.4 is moderate-to-rich — Value
- Price-to-book of 5.5x prices in significant intangible value — Value
- RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
TDS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -56.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.9x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- ROE of only 2.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -56.0% YoY -- this is not a growth story right now — Growth