CVS Health Corp vs New York Times Co — how do they compare? CVS Health Corp trades at $106.05 (market cap $135.48B), while New York Times Co trades at $75.08 (market cap $11.81B). The key difference: CVS Health Corp is far larger — about 11.5× New York Times Co's market cap, and CVS Health Corp pays the higher dividend (2.51%). Which is the better fit depends on your goals.
| CVS | NYT | |
|---|---|---|
Market Cap | $135.48B | $11.81B |
Sector | Health | Media |
52-Week High | $106.18 | $85.86 |
52-Week Low | $58.75 | $51.43 |
Enterprise Value | $202.02B | $11.21B |
Dividend Yield | 2.51% | 1.26% |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $105.9, up 1.68% recently, with a bullish technical signal and strong analyst support (84.6% buy ratings). The company has beaten earnings estimates for three consecutive quarters, including Q1 2026 EPS of $2.57 versus $2.18 expected. Revenue growth remains robust, reaching $402.07B in 2025, though net margins are thin at 0.72%. Recent news highlights a settlement with the FTC advancing prescription drug affordability initiatives.
The outlook is positive given earnings momentum and strategic positioning in healthcare services, but risks include regulatory pressures and margin compression. The consensus price target of $110.62 suggests modest upside from current levels, supported by dividend payments and institutional confidence.
The New York Times (NYT) stock trades at $75.04, up 0.11% on the day, with a bullish technical signal from moving averages but neutral oscillators. The company shows strong fundamentals with revenue growth from $2.3B in 2022 to $2.8B in 2025 and net income margin improving to 12.17%. Recent earnings beats and a 29.41% analyst buy rating support positive sentiment, though legal and regulatory pressures from ongoing subpoenas and copyright disputes with OpenAI present near-term risks.
Outlook remains cautiously optimistic with a consensus price target of $78.00, offering ~4% upside. Investment opportunities include consistent earnings growth and defensive stock characteristics amid market volatility. Key risks involve legal overhangs from government subpoenas and AI copyright litigation, which could impact operational focus and financial performance if prolonged.
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Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →New York Times Co is an American media company known for publishing its flagship newspaper, The New York Times. The company also operates the International New York Times newspaper, as well as digital properties such as nytimes and various smartphone applications. Circulation of The New York Times is the source of revenue for the company, followed by print and digital advertising and its paid digital-only subscription to The New York Times. The company has a daily print circulation of over 500,000 and 1,000,000 on Sundays. The source of growth for The New York Times is its digital subscription service, which has over 1,000,000 paid users.
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