
USA TODAY Co., Inc. (TDAY)
ValueMarkers Composite Index
82% below intrinsic value ($39)
USA TODAY Co., Inc. (TDAY) — VMCI valuation read
USA TODAY Co., Inc. (TDAY) carries a VMCI composite of 47/100, 3 points below the Communication Services sector median of 50. Among mid-cap names, that gap places TDAY in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The TDAY insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads TDAY trades at 22.0x earnings, 22% above the Communication Services median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Communication Services 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Communication Services median (10.0%). Risk: net debt to EBITDA of 3.3x is the binding constraint on the bear case, the line to track on USA TODAY Co., Inc.'s next 10-Q.
TDAY rose 3.2% over the trailing 7 days, with a -8.8% read on a 30-day basis.
USA TODAY Co., Inc. operates as a media and digital marketing solutions company in the United States. It operates through three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions. The company's print offerings include home delivery on a subscription basis; single copy; and non-daily publications, such as shoppers and niche publications. It also provides digital-only subscription, including local media brands, USA TODAY NETWORK community events platform, magazines, sports, and games; and E-newspapers; and digital advertising and marketing services. In addition, the company offers digital news and media brands; daily and weekly newspapers; digital advertising and marketing products and solutions under the LocaliQ brand; cloud-based platform that offers a suite of products and solutions for marketing automation, AI-driven advertising optimization, and customizable reporting; commercial printing and distribution arrangements services; and prints commercial materials, including flyers, business cards, and invitations. The company was formerly known as Gannett Co., Inc. and changed its name to USA TODAY Co., Inc. in October 2025. USA TODAY Co., Inc. was incorporated in 2013 and is headquartered in New York, New York.
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