The New York TimesGildan

The New York Times vs Gildan

The New York Times and Gildan are compared on this page to illustrate how their business models, financial performance, and market context differ. The content is presented in a neutral, accessible way...

Which Baskets Do They Appear In?

Media Investment (Post-Murdoch Settlement) Opportunities

Media Investment (Post-Murdoch Settlement) Opportunities

A major settlement has solidified Lachlan Murdoch's control over the Fox and News Corp media empire, ensuring editorial and strategic continuity. This resolution of the family's succession plan could create investment opportunities across the media landscape.

Published: September 9, 2025

Explore Basket
Media's Pricing Power

Media's Pricing Power

Spotify is increasing its subscription prices to invest in new services, reflecting a strategic shift towards profitability. This move highlights an opportunity in other media companies with strong brand loyalty and the ability to raise prices without losing subscribers.

Published: August 25, 2025

Explore Basket
Media Giants Battle: Alternative Platforms Poised To Capitalize

Media Giants Battle: Alternative Platforms Poised To Capitalize

This carefully selected group of stocks represents media companies positioned to benefit from the fallout of Trump's $10B lawsuit against News Corp. Our professional analysts have identified these platforms as potential winners in the shifting media landscape, ready to capture new audiences and advertising revenue.

Published: July 20, 2025

Explore Basket
Storytellers' Stocks

Storytellers' Stocks

Invest in the companies crafting and delivering the stories we love. These carefully selected stocks represent the full spectrum of content creation, from traditional publishers to cutting-edge digital platforms, chosen by our expert analysts for their storytelling impact and future potential.

Published: June 17, 2025

Explore Basket

Investment Analysis

Pros

  • Revenue grew 9.5% year-on-year in the latest quarter, exceeding analyst expectations and indicating strong demand for digital subscriptions.
  • Earnings per share increased to $0.59, reflecting improved profitability and operational efficiency compared to the prior year.
  • Analysts forecast continued margin expansion and double-digit earnings growth over the next few years, supported by digital product diversification.

Considerations

  • Stock trades at a high forward price-to-earnings ratio, suggesting limited upside if growth slows or fails to meet expectations.
  • Digital advertising remains volatile and susceptible to broader economic cycles, which could pressure future revenue growth.
  • Heavy reliance on subscription revenue exposes the company to churn risk if consumer spending on media declines.

Pros

  • Dominant market share in printwear basics and a low-cost production model support strong competitive positioning in the sector.
  • Recent earnings beat expectations with double-digit growth and margin expansion, driven by premium product and international sales.
  • Successful capital allocation, including strategic debt issuance, provides flexibility for future investments and shareholder returns.

Considerations

  • Shares trade at a significant premium to Morningstar's fair value estimate, raising concerns about overvaluation relative to fundamentals.
  • Demand for imprintables remains sensitive to economic cycles, with potential for volatility in consumer and business spending.
  • Operational risks include exposure to commodity price fluctuations and supply chain disruptions in global manufacturing.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

The New York TimesDutch Bros

The New York Times vs Dutch Bros

The New York Times vs Dutch Bros Inc.

The New York TimesAutoliv

The New York Times vs Autoliv

The New York Times vs Autoliv

The New York TimesMGM Resorts

The New York Times vs MGM Resorts

The New York Times vs MGM Resorts

Frequently asked questions