Added to YB: 2025-09-01
Pitch date: 2025-08-28
TZOO [bullish]
Travelzoo
-0.81%
current return
Author Info
No bio for this author
Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$107.3M
Pitch Price
$9.89
Price Target
21.45 (+119%)
Dividend
N/A
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).
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