USA TODAY Co., Inc. (TDAY) Stock

USA TODAY Co., Inc. (TDAY) is a Communication Services stock trading at $8.30 (as of 2026-07-27), with a market capitalization of $1.22B and a trailing P/E of 42.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

USA TODAY Co., Inc. is a media and digital marketing company operating through Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. It publishes and distributes news content across print and digital subscriptions and offers digital advertising and marketing products, including LocaliQ and a cloud-based marketing platform, serving consumers and business customers.

Understand USA TODAY Co., Inc.: how it makes money

USA TODAY Co. publishes local news and runs digital advertising and marketing services. It makes money through print and commercial offerings, digital-only subscriptions, and digital marketing platform and advertising revenue.

The company’s profit model is driven by a revenue mix of (1) print and commercial revenue and (2) digital marketing platform revenue streams (including DMS and LocaliQ).

Revenue by segment (latest quarter)
Print$0.3B
DMS Core$0.1B
LocaliQ$0.1B

Business quality (Weak): Clear operating drivers are available (subscription revenue, platform revenues, retention, and same store revenue trend), but the provided revenue-category inputs do not map perfectly to the company’s three official reportable segments.

Valuation: At 46× earnings, TDAY trades 76% above the Printing & Publishing average (26×). Note: one-time items can distort reported P/E.

Bull case

  • Retention is high: Customer Budget Retention is 95.4%, which suggests customers and budgets are staying with the offerings.
  • Digital subscription revenue is an identified recurring stream: Digital-Only Subscription Revenue is tracked at 0.05B, indicating a measurable recurring digital component.

Bear case

  • Same store revenue trend is negative: Same Store Revenue Trend is -1.8%, signaling headwinds in recurring store-level performance.
  • Print and commercial is the largest revenue category: Print and Commercial Revenue is 0.29B out of 0.5B total revenue, which can increase exposure if print demand weakens.
Valuation — source: SEC EDGAR (first-party)
Price$8.30
Market Cap$1.22B
P/E Ratio42.0
EV / EBITDA12.0
Price / Book8.61
Price / Sales0.53
FCF Yield4.9%
DCF Value (model)$5.52
DCF Upside vs Price-33.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.30B
Net Margin0.1%
Revenue Growth (YoY)-4.0%
EPS Growth (YoY)-380.0%
FCF Growth (YoY)-34.7%
Financial Health — source: SEC EDGAR
Altman Z-Score0.80 (distress)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E42.0
Sector P/E (Communication Services)22.0
Industry P/E (Printing & Publishing)27.7
vs Sector91.0%
vs Industry51.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderTwo Seas Capital LP ($99.02M)
Institutional Holders Tracked10
Company
SectorCommunication Services
IndustryPrinting & Publishing
CEOMichael E. Reed
Employees11,700
CountryUS
IPO Date2025-11-10

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TDAY earnings history · TDAY institutional & insider holders · TDAY KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-27.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.