USA TODAY Co., Inc. (TDAY) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

USA TODAY Co., Inc. (TDAY) Media & Communications Profile

USA TODAY Co., Inc. delivers media and digital marketing solutions across the United States, operating through Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. With a focus on both print and digital offerings, including the LocaliQ brand, the company caters to a broad audience seeking news, advertising, and marketing services.

What Is the Investment Thesis for TDAY?

USA TODAY Co., Inc. presents a mixed investment thesis. The company's diverse revenue streams, spanning print, digital subscriptions, and marketing services, offer resilience. The LocaliQ platform and digital marketing solutions are growth drivers, addressing the increasing demand for targeted advertising. However, the company's P/E ratio of 42.6 suggests a high valuation relative to its 1.3% profit margin. The absence of a dividend may deter income-focused investors. The beta of 1.44 indicates higher volatility compared to the market. Investors should closely monitor the performance of the Digital Marketing Solutions segment and the overall shift from print to digital revenue.

Based on FMP financials and quantitative analysis

TDAY Key Highlights

Market capitalization of $959M indicates a substantial presence in the media and digital marketing sector.

• P/E ratio of 42.6 suggests a premium valuation compared to industry peers.
• Gross margin of 34.5% reflects the company's ability to manage production and distribution costs.
• Profit margin of 1.3% indicates potential areas for improvement in operational efficiency and cost management.
• Beta of 1.44 suggests higher volatility compared to the broader market, potentially appealing to risk-tolerant investors.

Who Are TDAY's Competitors?

TDAY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are TDAY's Key Strengths?

Established brand recognition

• Diversified revenue streams
• Proprietary LocaliQ platform
• Extensive network of local media brands

What Are TDAY's Weaknesses?

Low profit margin

• High P/E ratio
• Dependence on traditional print media
• Intense competition in the digital marketing space

What Could Drive TDAY Stock Higher?

Continued expansion of the LocaliQ platform and its adoption by businesses.

• Growth in digital subscriptions driven by enhanced content offerings.
• Potential strategic partnerships to expand market reach and technological capabilities.
• Leveraging data analytics to improve customer engagement and advertising effectiveness.

What Are the Key Risks for TDAY?

Financial-distress signal — its Altman Z-Score of 1.03 sits in the distress zone (elevated bankruptcy risk).

• Negative return on equity (-25.0%) — the business is not currently generating profit on shareholder capital.
• Rich valuation — a P/E of 42.6 runs well above the Communication Services sector’s ~18x, leaving little room for a miss.
• Decline in print advertising revenue impacting overall profitability.
• Increasing competition from established and emerging digital media platforms.
• Economic downturn affecting advertising spending and subscription rates.
• Changes in consumer preferences for news consumption impacting readership and engagement.

What Are the Growth Opportunities for TDAY?

• Expansion of Digital Marketing Solutions: The Digital Marketing Solutions segment, particularly the LocaliQ platform, represents a significant growth opportunity. The market for digital advertising is projected to reach $627 billion in 2026, offering substantial room for expansion. By enhancing its AI-driven advertising optimization and marketing automation capabilities, USA TODAY Co., Inc. can attract more businesses seeking effective digital marketing solutions. This is an ongoing opportunity.
• Growth in Digital Subscriptions: Increasing digital subscriptions for local media brands, USA TODAY NETWORK community events, and E-newspapers presents a growth avenue. As consumers shift towards online news consumption, the company can leverage its content and platform to attract more subscribers. The global digital newspaper and magazine market is expected to reach $40 billion by 2027. This is an ongoing opportunity.
• Strategic Partnerships and Acquisitions: Forming strategic partnerships with technology companies or acquiring complementary businesses can enhance USA TODAY Co., Inc.'s capabilities and market reach. Collaborations with AI and machine learning firms can improve the effectiveness of its digital marketing solutions. This is an ongoing opportunity.
• Leveraging Data Analytics: Utilizing data analytics to personalize content and advertising can improve customer engagement and drive revenue growth. By analyzing user behavior and preferences, the company can deliver targeted content and advertising that resonates with its audience. The data analytics market is projected to reach $77.48 billion in 2023. This is an ongoing opportunity.
• Expansion into New Geographic Markets: Expanding its digital marketing solutions and news offerings into new geographic markets represents a growth opportunity. By leveraging its existing platform and content, the company can enter new regions and attract new customers. This is an ongoing opportunity.

What Are TDAY's Competitive Advantages?

• Established brand recognition and reputation.
• Extensive network of local media brands.
• Proprietary LocaliQ platform for digital marketing solutions.
• Diversified revenue streams across print and digital media.

What Does TDAY Do?

USA TODAY Co., Inc., formerly known as Gannett Co., Inc., rebranded in October 2025 to reflect its flagship brand. Incorporated in 2013 and headquartered in New York, the company operates as a media and digital marketing solutions provider across the United States. Its business is structured into three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. The Domestic Gannett Media segment focuses on print and digital news, including home delivery subscriptions, single-copy sales, and niche publications. Digital offerings include subscriptions to local media brands, the USA TODAY NETWORK community events platform, magazines, sports, games, and E-newspapers. The Newsquest segment serves markets primarily in the United Kingdom. The Digital Marketing Solutions segment provides digital advertising and marketing products and solutions under the LocaliQ brand. Additionally, USA TODAY Co., Inc. offers a cloud-based platform featuring marketing automation, AI-driven advertising optimization, and customizable reporting. The company also provides commercial printing and distribution services, producing flyers, business cards, and invitations.

What Products and Services Does TDAY Offer?

• Provides print and digital news through various publications.
• Offers digital-only subscriptions, including local media brands and E-newspapers.
• Delivers digital advertising and marketing services under the LocaliQ brand.
• Operates a cloud-based platform for marketing automation and AI-driven advertising optimization.
• Provides commercial printing and distribution services.
• Offers the USA TODAY NETWORK community events platform.

How Does TDAY Make Money?

• Generates revenue through print subscriptions and single-copy sales.
• Earns revenue from digital subscriptions to news and media brands.
• Derives income from digital advertising and marketing services.
• Receives fees for commercial printing and distribution arrangements.

What Industry Does TDAY Operate In?

USA TODAY Co., Inc. operates in the evolving publishing industry, which is undergoing a significant shift from traditional print media to digital platforms. The market is characterized by increasing demand for digital advertising and marketing solutions, driven by the need for targeted and measurable campaigns. The competitive landscape includes established media conglomerates and emerging digital marketing agencies. USA TODAY Co., Inc. aims to capitalize on this trend through its LocaliQ platform and diverse digital offerings.

Who Are TDAY's Key Customers?

• Individual subscribers to print and digital publications.
• Businesses seeking digital advertising and marketing solutions.
• Organizations requiring commercial printing services.
• Readers of USA TODAY and local news publications.

Company Profile

USA TODAY Co., Inc. operates in the Publishing industry within the Communication Services sector. It is headquartered in Pittsford, US. The company is led by CEO Michael E. Reed. TDAY has traded publicly since 2014.

USA TODAY Co., Inc. Financial Trajectory

USA TODAY Co., Inc. (TDAY) reported $536.3M in revenue for Q2 2026, a decline of 2.2% compared to the prior quarter. The company recorded net income of $9.1M, with diluted EPS of $0.06. Revenue has contracted over three consecutive quarters, which investors in this small-cap Communication Services stock should monitor closely. Across the four most recent quarters, TDAY averaged $-0.07 in diluted EPS.

How USA TODAY Co., Inc. Is Valued

USA TODAY Co., Inc. carries a market capitalization of $959M, placing it in the small-cap category. Relative to its peer group, TDAY's quantitative score of 31/100 is below the peer average of 59/100.

Return on equity for USA TODAY Co., Inc. stands at -25.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -2.2%, showing how much profit it generates from its asset base. Its free cash flow yield is 6.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.81 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -4.2%, the inverse of the P/E and a quick read on earnings relative to price.

USA TODAY Co., Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.03 places it in the distress zone, a signal of elevated financial risk.

USA TODAY Co., Inc. has beaten Wall Street's EPS estimate in 5 of its last 8 reported quarters — more hits than misses. Reported results have landed about 204.7% above estimates on average.

Wall Street analysts project USA TODAY Co., Inc. revenue of about $2.20B for fiscal 2026, with EPS near $0.24. The estimate reflects 5 contributing analysts.

Over the past six months, USA TODAY Co., Inc. insiders filed 5 SEC Form 4 transactions — 3 sales and 2 purchases. On net that is roughly 146K shares disposed (about $1.0M), a signal worth weighing alongside the fundamentals.

TDAY Financials

TDAY Latest News

TDAY Analyst Consensus

TDAY MoonshotScore

TDAY Communication Services Stock FAQ

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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