Comfortable leader
18 companies value 84 bn revenue 29 bn margin 11.0% free cash flow 4.3 bn avg. score 4.0
TRI holds 57.6% of the group's value, 3.0x the runner-up · NYT leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TRI | Thomson Reuters Canada · score 6.3 | 58% | 48 bn | 7.8 bn | 21.2% | 2.2 bn | 4.6% | — | Legal, tax and news information and software · Legal and tax information by subscription; high margins and almost entirely recurring revenue | |
| 2 | NWSA | News Corp United States · score 6.1 | 20% | 16 bn | 9.0 bn | 6.3% | 0.8 bn | 5.0% | 1.3% | Newspapers, HarperCollins and real estate data services · Owner of The Wall Street Journal, Dow Jones and Australia's largest property listings network | |
| 3 | NYT | The New York Times Company United States · score 6.8 | 13% | 11 bn | 3.0 bn | 13.2% | 0.6 bn | 5.7% | 1.1% | The New York Times newspaper, by subscription · World's largest newspaper by digital subscribers; a successfully completed transition | |
| 4 | PPLI | People Inc United States · score 5.1 | 3% | 2.9 bn | 2.4 bn | 14.1% | 0.1 bn | 4.3% | — | Lifestyle magazines and digital media · New York — revenue of $2.4bn | |
| 5 | ZD | ZIFF DAVIS, INC. United States · score 7.3 | 2% | 1.9 bn | 1.4 bn | 44.7% | 0.3 bn | 16.4% | — | Digital media and internet: technology, shopping, gaming, health and martech · New York — revenue of $1.4bn | |
| 6 | TDAY | USA TODAY Co., Inc. United States · score 2.0 | 1% | 1.0 bn | 2.2 bn | -1.8% | 0.1 bn | 6.0% | — | Diversified media with national and local reach · New York — revenue of $2.2bn | |
| 7 | DJCO | DAILY JOURNAL CORP United States · score 3.5 | 1% | 0.8 bn | 0.1 bn | -11.6% | 0.0 bn | 2.2% | — | Newspapers and legal publications in California and Arizona · California — revenue of $98m | |
| 8 | HKD | AMTD Digital Inc. France · score 4.3 | 1% | 0.5 bn | 0.1 bn | 71.3% | 0.0 bn | 2.7% | — | Digital and media services, from Hong Kong · France — revenue of $136m | |
| 9 | TTGT | TechTarget, Inc. United States · score 2.5 | 0% | 0.3 bn | 0.5 bn | -36.8% | 0.0 bn | 1.3% | — | B2B technology media and purchase intent data · Massachusetts — revenue of $485m | |
| 10 | MKTW | MARKETWISE, INC. United States · score 5.4 | 0% | 0.3 bn | 0.3 bn | 0.7% | 0.1 bn | 15.5% | — | Research, education and tools for investors · Maryland — revenue of $318m | |
| 11 | SSTK | Shutterstock, Inc. United States · score 4.4 | 0% | 0.2 bn | 0.9 bn | -22.9% | 0.1 bn | 54.7% | 30.0% | Global creative content platform · New York — revenue of $901m | |
| 12 | LEE | LEE ENTERPRISES, Inc United States · score 0.0 | 0% | 0.1 bn | 0.5 bn | -1.8% | 0.0 bn | -0.4% | — | Local digital news by subscription and marketing services · Iowa — revenue of $517m | |
| 13 | BZFD | BuzzFeed, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.2 bn | -35.8% | -0.0 bn | -19.7% | — | Digital media, content and AI apps · New York — revenue of $171m | |
| 14 | FENG | Phoenix New Media Ltd China · score 1.8 | 0% | 0.0 bn | 0.1 bn | 0.0% | 0.0 bn | -13.7% | 0.9% | News and video portal in China · China — revenue of $115m | |
| 15 | PAAI | Paradium.AI, Inc. United States · score 4.5 | 0% | 0.0 bn | 0.1 bn | 9.3% | 0.0 bn | 70.1% | — | Digital content on sports, lifestyle and finance · New York — revenue of $101m | |
| 16 | KRKR | 36Kr Holdings Inc. China · score 6.8 | 0% | 0.0 bn | 0.0 bn | 5.0% | 0.0 bn | 46.3% | 9.1% | Business media and corporate services in China · China — revenue of $34m | |
| 17 | EDUC | EDUCATIONAL DEVELOPMENT CORP United States · score 4.9 | 0% | 0.0 bn | 0.0 bn | 8.6% | 0.0 bn | 2.0% | — | Children's book publishing and sales, since 1965 · Oklahoma — revenue of $20m | |
| 18 | TNMG | TNL Mediagene Japan · score 0.3 | — | — | 0.1 bn | -99.0% | -0.0 bn | — | — | Multilingual digital media and AI-powered advertising in Asia · Japan — revenue of $45m |
Other industries in the same sector
- Sector overview
- Search and digital advertising 5 companies
- Streaming and entertainment 9 companies
- Telecom carriers 11 companies
- International telecom 22 companies
- Video games 18 companies
- Live events and sports 20 companies
- Cable TV and media 11 companies
- Niche social networks 21 companies
- Communications satellites 11 companies
- Broadcast TV and stations 7 companies
- Traditional advertising 14 companies
- Radio and subscription audio 12 companies
and 2 industries more
- Music and catalogs 2 companies
- Film and TV studios 8 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.