Added to YB: 2025-03-19
Pitch date: 2025-03-17
ZD [bullish]
Ziff Davis, Inc.
-13.69%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
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
$41.71
Price Target
68.00 (+89%)
Dividend
N/A
EV/EBITDA
4.12
P/E
13.52
EV/Sales
1.24
Sector
Interactive Media and Services
Category
value
Quick Value #261 - Ziff Davis (ZD)
ZD: Conglomerate of old internet brands at 4x EBITDA/6x FCF. Down 70% from 2021 peak. High margins, stable revenue/earnings. Risks: digital media longevity, M&A value creation. Growth returning, aggressive capital allocation (buybacks, M&A). 2025 target $54-68 vs $40 now. Potential inflection point.
Read full article (4 min)