NYT vs Z
New York Times Company vs Zillow Group, Inc. Class C — AI-powered side-by-side comparison
NYT
New York Times Company
64
Buy
VS
Z
Zillow Group, Inc. Class C
60
Watch
| Metric | NYT | Z |
|---|
| AI Score |
64
|
60
|
| Price |
$63.69
|
$34.14
|
| P/E Ratio |
26.33×
|
146.62×
|
| ROE |
16.9%
|
0.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.7%
|
72.9%
|
| Debt / Equity |
0.00×
|
0.13×
|
| Dividend Yield |
1.3%
|
0.0%
|
| RSI (14) |
28.4
|
53.1
|
| Beta |
0.927
|
1.981
|
| Expected Upside |
+33.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for NYT versus Z.
NYT leads by 4 points.
NYT scores 64/100 (Buy) versus Z at 60/100 (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
Z Committee View
67% agreement
6 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.07) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 142.1 is expensive by classic value standards — Value
- ROE of only 1.2% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 19.7% signals elevated volatility — Risk