Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
The New York TimesBorgWarner

The New York Times vs BorgWarner

This page compares The New York Times and BorgWarner Inc., presenting their business models, financial performance, and market context in clear, neutral terms. It highlights the factors shaping each c...

Investment Analysis

Pros

  • Consolidated revenues grew approximately 9.5% year-over-year in Q3 2025, driven by strong digital subscription and advertising growth.
  • Adjusted Operating Profit increased 26% year-over-year, with margins expanding by 240 basis points, reflecting improved operational efficiency.
  • Digital advertising revenues rose about 20% year-over-year, supported by new video content and AI-powered product initiatives.

Considerations

  • Analyst consensus forecasts suggest only modest upside potential, with average price targets indicating limited near-term capital appreciation.
  • The company faces ongoing challenges in print advertising, which continues to decline despite digital growth.
  • Heavy investment in digital transformation and new content formats may pressure margins if subscriber growth slows.

Pros

  • BorgWarner maintains strong financial resilience with solid margins and upward earnings revisions, even amid automotive sector volatility.
  • The company benefits from slower-than-expected electric vehicle adoption, extending the lifecycle of its hybrid and internal combustion engine technologies.
  • BorgWarner is strategically pivoting towards electric vehicle technologies while leveraging its established position in traditional powertrains.

Considerations

  • The stock trades at a significantly higher P/E ratio than sector peers, raising concerns about valuation relative to earnings growth.
  • Future profitability is exposed to risks from the eventual acceleration of the electric vehicle transition, which could disrupt legacy business lines.
  • Analyst upside targets are modest, suggesting limited near-term price appreciation potential despite sector confidence.

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