USA TODAY Co., Inc.(TDAY)

upturn advisory logo
EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
4-STAR RATING
PASS
LAST CLOSE
$7.09
11/13/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for TDAY

11/13/2026: TDAY (4-star) is currently NOT-A-BUY. Pass it for now.

USA TODAY Co., Inc. is a major U.S.-listed media and digital marketing company currently navigating a transition from traditional print publishing to a digital-first business model. The company's primary strength is the robust brand recognition of the USA TODAY network combined with its growing LocaliQ digital marketing platform. Its main growth story rests on successfully scaling high-margin digital services to offset secular declines in legacy print media. However, the company faces significant risks, including a high debt load and intense competition for digital advertising dollars from tech giants. The stock may suit value-oriented investors willing to monitor the efficacy of its digital pivot, though debt management remains a critical development to watch.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers potential for digital-first growth, but legacy print declines offset significant expansion.
Momentum investorWeak fitRecent price volatility and inconsistent earnings signals suggest caution for trend-following investors.
Value investorStrong fit while signal remains positiveLow market valuation relative to industry scale may attract value investors if debt stabilization continues.
Dividend investorWeak fitThe company currently pays no dividend as it focuses on debt repayment and operational transformation.
Low-risk investorWeak fitHigh debt load and exposure to secular decline in print media present elevated risk factors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighSubstantial share price fluctuations are common due to the company's complex turnaround story.
Valuation riskMediumThe market heavily discounts legacy assets, potentially creating valuation traps.
Competition risk (Digital Advertising)HighCompetition from tech giants for digital ad share threatens long-term profitability.
Business qualityMediumLegacy revenue streams are shrinking, impacting the sustainability of the core business model.
Dividend incomeLow / noneIncome-focused investors are currently not served by this equity.
Execution riskHighSuccessfully pivoting a large legacy publisher to a digital-first SaaS model is complex and prone to failure.

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.01B USD
Price to earnings Ratio -
1Y Target Price 9.07
Price to earnings Ratio -
1Y Target Price 9.07
Volume (30-day avg) 2.8M shares
Beta 1.5
52 Weeks Range 4.33 - 9.21
Updated Date 11/13/2026
52 Weeks Range 4.33 - 9.21
Updated Date 11/13/2026
Dividends yield (FY) -
Basic EPS (TTM) -0.04

Sector & Industry Intelligence

Sector

Communication Services

Constructive
Sentiment
Strong Bullish
Momentum
BUY Breadth Improving
BUY participation
52.4%
Active BUY / eligible
11 / 21
30-Day BUY Count Change
+2
Market state
Strong Bullish

More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.

Industry

Industry classification is unavailable for this snapshot.

Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.

Price Behavior

Flat / Range-Bound
PRICE PATH

Flat / Range-Bound

The stock price has been trading within a narrow range with minimal directional movement.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 48.78%
Avg. Invested days 75
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/13/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
TDAY receives a 3-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
TDAY has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and solid ownership. In FY2025 versus FY2024, strong earnings growth (+106.6%) is partially offset by soft cash generation (FCF margin 2.7%), negative revenue growth (-8.3%), soft profitability (net margin 0.1%).

Financial Health Rating

★★★★★
TDAY's financial health is supported by solid cash strength, including free-cash-flow generation (2.7% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is TDAY's strongest growth driver at +106.6% FY2025 versus FY2024 (strong, 5 stars). By comparison, free-cash-flow growth (+23.9%, solid) is also solid, while revenue growth (-8.3%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 94.9% and approximately 69.4% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 9.01% supports management-shareholder alignment.

Top 5 Institutional Investors

Apollo Management Holdings LP 8.24%
Alta Fundamental Advisers LLC 7.31%
BlackRock Inc 7.14%
Cooperman Leon G 4.26%
Vanguard Capital Management, LLC 4.11%

Unit Economics (Per $1K Revenue)

★★★★★
TDAY generates approximately $315 of gross profit, $37 of operating income, and $27 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with moderate cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 237.65%

Quantitative Style Profile

★★★★★
TDAY has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

How Company Makes Money

Business areaWhat it includesRetail investor read
Domestic Gannett MediaSubscriptions (print/digital) and advertising in the USA TODAY network.Primary source of established but declining cash flow from legacy media.
Digital Marketing Solutions (LocaliQ)Software and ad-services for SMBs.The key growth driver aimed at offsetting print declines.
NewsquestRegional UK news and media assets.Provides stable, albeit mature, geographic revenue diversification.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-05
When Before Market
Estimate -0.07
Actual 0.01

Profitability

Profit Margin -0.26%
Operating Margin (TTM) 6.18%

Management Effectiveness

Return on Assets (TTM) 4.59%
Return on Equity (TTM) -3.32%

Valuation

Trailing PE -
Forward PE 28.99
Enterprise Value 2.09B
Price to Sales(TTM) 0.46
Enterprise Value 2.09B
Price to Sales(TTM) 0.46
Enterprise Value to Revenue 0.96
Enterprise Value to EBITDA 6.98
Shares Outstanding 147.84M
Shares Floating 102.57M
Shares Outstanding 147.84M
Shares Floating 102.57M
Percent Insiders 9.01
Percent Institutions 94.94

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.