Added to YB: 2025-07-15
Pitch date: 2025-07-13
IAC [bullish]
People Incorporated
-7.18%
current return
Author Info
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Company Info
People Incorporated, together with its subsidiaries, operates as a media and internet company worldwide.
Market Cap
$3.0B
Pitch Price
$40.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.48
P/E
6.94
EV/Sales
1.41
Sector
Interactive Media and Services
Category
value
Show full summary:
IAC Holding: Is the Next Billion-Dollar Spinoff on the Horizon?
IAC: Undervalued at 50% discount to NAV ($6B vs $3.2B mkt cap). $2.4B MGM stake (23%, benefits from buybacks), $2B Dotdash Meredith ($350M EBITDA 2025), $500M Turo stake (32%), $300M other digital assets, $900M cash. Catalysts: potential Dotdash IPO, Turo IPO/acquisition, share buybacks. Risks: cyclical ad biz, AI disruption, Diller's age (83).
Read full article (6 min)