Added to YB: 2025-05-26
Pitch date: 2025-05-23
ANGI [bullish]
Angi Inc.
+17.08%
current return
Author Info
No bio for this author
Company Info
Angi Inc. connects home professionals with consumers in the United States and internationally. The company operates through three segments: Ads and Leads; Services; and International.
Market Cap
$781.7M
Pitch Price
$15.69
Price Target
90.00 (+390%)
Dividend
N/A
Sector
Interactive Media and Services
Category
turnaround
Angi (ANGI) – A Greenblatt-Style Spin-Off with Hidden Leverage and Insiders Betting Big
ANGI: Largest US home services marketplace undergoing transformation led by insiders who left IAC. 2025 revenue down 19.5% from cutting low-quality network leads (57% drop), but proprietary leads (80% of volume) now growing with higher conversion rates. Improving homeowner NPS, job completion +30%, pro LTV +150% YoY. 2025E FCF ~$62.5M (15x) rising to ~$80M in 2026. 2% market share could grow to 5-10%, driving 3-5x upside.
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