Added to YB: 2026-04-30
Pitch date: 2026-04-28
TZOO [neutral]
Travelzoo
-5.44%
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
$107.2M
Pitch Price
$10.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.79
P/E
27.19
EV/Sales
1.17
Sector
Interactive Media and Services
Category
growth
Week 3: Most Interesting D-Sheets from the Past Week - Travelzoo
TZOO (overview): Transitioning to paid travel membership club model. Q1 GAAP EPS $0.23 vs $0.26, but $0.13 pressure from upfront member acquisition costs while revenue recognized over 12mo. Club members +112% YoY, $27 acquisition cost vs $50 upfront revenue. Membership fees $4.6M, guided >20% of total rev. Record renewals + large legacy cohort renewed Apr 1 (post-Q1) = Q2 catalyst for cleaner read on unit economics & cash flow. Recurring rev shift underpriced at $68M market cap.
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