Added to YB: 2026-06-05
Pitch date: 2026-04-08
TZOO [bullish]
Travelzoo
+59.97%
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
$99.5M
Pitch Price
$6.12
Price Target
20.00 (+107%)
Dividend
N/A
EV/EBITDA
9.87
P/E
26.83
EV/Sales
1.08
Sector
Interactive Media and Services
Category
value
Travelzoo - $TZOO
TZOO: Travel deals platform (30M members) shifting from ads to subscriptions; GAAP obscures economics as CAC expensed upfront vs rev recognized ratably. ~0-day cash payback, LTV/CAC ~3x. Margins should inflect Q1 2026 as cohorts renew at ~$0 cost. Est ~$1.40 EPS 2027 at 15x = $20 (~3x upside); downside ~10-15% at 0.5x trough EV/sales. Trades 0.7x EV/sales, 6x '24 EPS. Risks: churn/execution, Bartel family governance/related-party deals, travel macro. Catalyst: earnings + subscription disclosure.
Read full article (7 min)