Added to YB: 2025-09-04
Pitch date: 2025-07-16
ZD [bullish]
Ziff Davis, Inc.
+15.69%
current return
Author Info
No bio for this author
Company Info
Ziff Davis, Inc., together with its subsidiaries, operates as a digital media and internet company in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$31.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.26
P/E
23.90
EV/Sales
1.31
Sector
Interactive Media and Services
Category
value
Ziff Davis, Inc. - $ZD
ZD: Digital media conglomerate of 90+ niche acquisitions across 5 verticals trading at 2.8x EBITDAS, 4x EBITA despite 35% EBITDA margins. 16-17% ROIC on M&A historically targeting 20% returns. Mgmt bought shares at $40-50, repurchased 10% float. Organic revenue declining -3% but improving from -5% in 2022. Risk: AI disruption to content biz.
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