USA TODAY Co., Inc. (TDAY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
USA TODAY Co., Inc. (TDAY) trades at $8.77 with AI Score 57/100 (Grade B). USA TODAY Co. , Inc. is a media and digital marketing solutions company operating in the United States. Market cap: $1.29B, Sector: Communication services.
Price live · AI analysis from May 9, 2026TDAY stock analysis for 2026: Analysts have set a consensus price target of $8.05 for USA TODAY Co., Inc., suggesting 8.2% downside from the current price of $8.77. The AI MoonshotScore is 57/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
TDAY: the 1 perspectives are evenly split.
How is this calculated? →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 38.8 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 $1.29B indicates a substantial presence in the media and digital marketing sector.
- P/E ratio of 38.8 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| NYT The New York Times Company | $73.83 | -0.03% | $11.95B | 91 |
| NWSA News Corporation | $26.50 | -0.53% | $14.88B | 68 |
| OMC Omnicom Group Inc. | $79.42 | +1.01% | $22.63B | 56 |
| DTRL The Detroit Legal News Company | $280.00 | -8.20% | $10.57M | 61 |
| LEE Lee Enterprises, Incorporated | $9.09 | +4.12% | $55.44M | 56 |
| GWOX The Goodheart-Willcox Company, Inc. | $409.75 | +4.53% | $190.99M | 55 |
| SCHL Scholastic Corporation | $46.24 | -0.36% | $1.16B | 55 |
| STRYF Storytel AB (publ) | $10.47 | +0.00% | $809.79M | 54 |
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 1.11 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 38.8 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 Opportunities Does TDAY Have?
- Expansion of digital marketing solutions
- Growth in digital subscriptions
- Strategic partnerships and acquisitions
- Leveraging data analytics for personalization
What Threats Does TDAY Face?
- Decline in print advertising revenue
- Increasing competition from digital media platforms
- Economic downturn affecting advertising spending
- Changes in consumer preferences for news consumption
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.
How USA TODAY Co., Inc. Is Valued
USA TODAY Co., Inc. carries a market capitalization of $1.29B, placing it in the small-cap category. Relative to its peer group, TDAY's quantitative score of 57/100 is roughly in line with the peer average of 66/100.
ROE 16%Key Financial Metrics
Return on equity for USA TODAY Co., Inc. stands at 15.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.6%, showing how much profit it generates from its asset base. TDAY trades at a trailing price-to-earnings ratio of 38.84, above the Communication Services sector average of ~18x. Its free cash flow yield is 4.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.79 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 2.3%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 8/9Financial Health
USA TODAY Co., Inc.'s Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 1.11 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project USA TODAY Co., Inc. revenue of about $2.20B for fiscal 2026, with EPS near $0.24. The estimate reflects 6 contributing analysts.
TDAY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying could signal strong confidence in TDAY's future prospects. It's a sign management believes the stock is undervalued.
- The community seems to be buzzing about potential partnerships that could expand USA TODAY's reach. This suggests possible revenue growth.
- Positive sentiment is building around TDAY's digital transformation efforts. People are seeing progress in their online strategy.
- There's a growing perception that TDAY is successfully adapting to the changing media landscape, similar to how the New York Times transitioned to digital.
Bear Case
- Recent insider selling, even if for personal reasons, might raise concerns about the company's short-term prospects.
- Community chatter indicates some skepticism about TDAY's ability to compete with larger media conglomerates. They might struggle for market share.
- There are worries about the sustainability of TDAY's current business model given the decline in print media. This is similar to concerns faced by traditional newspapers.
- Some believe TDAY's digital initiatives are not gaining traction quickly enough. This could lead to slower growth compared to competitors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · January 2026
TDAY Latest News
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Costco says lawsuit over rotisserie chicken is 'fatally flawed'
Yahoo! Finance: TDAY News · Jun 11, 2026
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Companies are seeking billions in tariff refunds. Will you see a dime?
Yahoo! Finance: TDAY News · Jun 10, 2026
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A Look At USA TODAY (TDAY) Valuation After Its Rebranding And Strong Recent Shareholder Returns
Yahoo! Finance: TDAY News · Jun 10, 2026
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Citigroup Maintains Neutral on USA Today Co, Raises Price Target to $8.05
benzinga · Jun 5, 2026
TDAY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TDAY.
Price Targets
Consensus target: $8.05
TDAY MoonshotScore
What does this score mean?
The MoonshotScore rates TDAY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Costco says lawsuit over rotisserie chicken is 'fatally flawed'
Companies are seeking billions in tariff refunds. Will you see a dime?
A Look At USA TODAY (TDAY) Valuation After Its Rebranding And Strong Recent Shareholder Returns
Citigroup Maintains Neutral on USA Today Co, Raises Price Target to $8.05
Leadership: Michael E. Reed
CEO
Michael E. Reed serves as the CEO of USA TODAY Co., Inc. His career spans several leadership roles within the media and entertainment industry. Prior to his current position, he held executive roles at various media companies, focusing on strategic growth and digital transformation. Reed's background includes extensive experience in advertising, marketing, and content development. He is known for his focus on innovation and driving revenue growth through digital initiatives.
Track Record: Under Michael E. Reed's leadership, USA TODAY Co., Inc. has focused on expanding its digital presence and diversifying its revenue streams. Key milestones include the rebranding from Gannett Co., Inc. to USA TODAY Co., Inc. and the continued development of the LocaliQ platform. Reed has emphasized the importance of data-driven decision-making and personalized content delivery to enhance customer engagement.
TDAY Communication Services Stock FAQ
What does USA TODAY Co., Inc. do?
USA TODAY Co., Inc. operates as a media and digital marketing solutions company, delivering news and advertising services through its Domestic Gannett Media, Newsquest, and Digital Marketing Solutions segments. It provides print and digital subscriptions, including local media brands and E-newspapers, and offers digital advertising and marketing services under the LocaliQ brand. The company also operates a cloud-based platform for marketing automation and AI-driven advertising optimization, catering to both individual consumers and businesses seeking effective marketing solutions.
What do analysts say about TDAY stock?
Analyst coverage of USA TODAY Co., Inc. (TDAY) is limited, but key valuation metrics suggest a mixed outlook. The company's P/E ratio of 38.8 indicates a relatively high valuation compared to its peers. Investors are closely watching the growth of its Digital Marketing Solutions segment and its ability to offset declines in print advertising revenue. The company's beta of 1.44 suggests higher volatility compared to the market. Analyst consensus is not readily available, but investors should monitor the company's financial performance and strategic initiatives.
What are the main risks for TDAY?
USA TODAY Co., Inc. faces several key risks, including the ongoing decline in print advertising revenue, which could impact overall profitability. Increasing competition from established and emerging digital media platforms poses a threat to its market share. An economic downturn could reduce advertising spending and subscription rates. Changes in consumer preferences for news consumption could also affect readership and engagement. The company's ability to adapt to these challenges will be crucial for its long-term success.
What are the key factors to evaluate for TDAY?
USA TODAY Co., Inc. (TDAY) holds an AI score of 57/100 (moderate). P/E: 38.8x vs the S&P 500's ~20-25x. Analysts target $8.05 (-8%). Not financial advice.
How frequently does TDAY data refresh on this page?
TDAY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TDAY's recent stock price performance?
USA TODAY Co., Inc. (TDAY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand recognition. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TDAY overvalued or undervalued right now?
USA TODAY Co., Inc. (TDAY) trades at 38.8x earnings. Analysts target $8.05 (-8%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TDAY?
Before investing in USA TODAY Co., Inc. (TDAY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.
- Analyst opinions are based on limited coverage and may not reflect the views of all analysts.