New York Times (NYSE:NYT – Get Free Report) and Perion Network (NASDAQ:PERI – Get Free Report) are both communication services companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, institutional ownership, valuation, profitability, earnings, analyst recommendations and dividends.
Earnings and Valuation
This table compares New York Times and Perion Network”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| New York Times | $2.82 billion | 4.13 | $343.98 million | $2.40 | 30.12 |
| Perion Network | $439.93 million | 0.77 | -$7.93 million | ($0.35) | -24.89 |
Risk & Volatility
New York Times has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500. Comparatively, Perion Network has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.
Profitability
This table compares New York Times and Perion Network’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| New York Times | 13.19% | 22.64% | 15.58% |
| Perion Network | -2.95% | 2.43% | 1.81% |
Analyst Recommendations
This is a summary of current ratings and price targets for New York Times and Perion Network, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| New York Times | 0 | 5 | 5 | 1 | 2.64 |
| Perion Network | 1 | 1 | 4 | 0 | 2.50 |
New York Times presently has a consensus target price of $84.20, suggesting a potential upside of 16.50%. Perion Network has a consensus target price of $13.88, suggesting a potential upside of 59.30%. Given Perion Network’s higher probable upside, analysts clearly believe Perion Network is more favorable than New York Times.
Institutional and Insider Ownership
95.4% of New York Times shares are held by institutional investors. Comparatively, 68.1% of Perion Network shares are held by institutional investors. 1.9% of New York Times shares are held by company insiders. Comparatively, 2.8% of Perion Network shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Summary
New York Times beats Perion Network on 12 of the 15 factors compared between the two stocks.
About New York Times
The New York Times Company, together with its subsidiaries, creates, collects, and distributes news and information worldwide. The company operates through two segments, The New York Times Group and The Athletic. It offers The New York Times (The Times) through company’s mobile application, website, printed newspaper, and associated content, such as podcast. The company also offers The Athletic, a sports media product; Cooking, a recipe product; Games, a puzzle games product; and Audio, an audio product. In addition, it offers a portfolio of advertising products and services to advertisers, such as luxury goods, technology, and financial companies, to promote products, services or brands on digital platforms in the form of display ads, audio and video, in print in the form of column-inch ads, and at live events; and Wirecutter, a product review and recommendation product. Further, the company licenses content to digital aggregators in the business, professional, academic and library markets, and third-party digital platforms; articles, graphics, and photographs, including newspapers, magazines, and websites; and for use in television, films, and books, as well as provide rights to reprint articles, and create and sell new digests. Additionally, it engages in commercial printing and distribution for third parties; and operates the NYTimes.com website. The company was founded in 1851 and is headquartered in New York, New York.
About Perion Network
Perion Network Ltd. provides digital advertising solutions to brands, agencies, and publishers in North America, Europe, and internationally. It offers Wildfire, a content monetization platform; search monetization solutions, including website monetization, search mediation, and app monetization; and cross-channel digital advertising software as a service platform. The company also provides supply management platform; demand management platform for campaign planning and design; analytics platform, which provides information and performance insights; creative platform, a robust media platform; and an AI platform that uses machine learning to bring intelligence to the various phases of campaigns. In addition, it offers an actionable performance monitoring platform to support the various phases of campaign management; an online video player and integrated ad server to upload, manage, and stream video content; content monetization system, which integrates ads within the content layouts at the page level. Further, the company provides a publisher management system that provides analytics and performance optimization tools, as well as reports; search-demand management systems; monetization products that integrate and onboards demand vendors; and AI Systems. Additionally, it offers Intelligent HUB (iHUB), which connects the supply and demand sides of the marketplace; and strategic optimization of relevant traits (SORT), a provisional patent technology that eliminates the need for cookies. The company was formerly known as IncrediMail Ltd. and changed its name to Perion Network Ltd. in November 2011. Perion Network Ltd. was incorporated in 1999 and is headquartered in Holon, Israel.
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