Added to YB: 2025-09-01
Pitch date: 2025-08-28
TZOO [bullish]
Travelzoo
-2.12%
current return
Author Info
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Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$107.2M
Pitch Price
$9.89
Price Target
21.45 (+122%)
Dividend
N/A
EV/EBITDA
10.79
P/E
27.19
EV/Sales
1.17
Sector
Interactive Media and Services
Category
value
Intern's Corner - Travelzoo (TZOO) Update
TZOO: High-ROIC travel platform transitioning to recurring subscription model. Conservative accounting amortizes $40 annual fees over 12mo while expensing acquisition costs immediately, depressing EPS. 16% ROIC, 13.6% earnings yield, debt-free. Mgmt targets 25% revenue from subscriptions by 2026. Est $1.43 EPS at 15x = $21.45 target (118% upside).
Read full article (6 min)