Added to YB: 2025-05-26
Pitch date: 2025-05-23
ANGI [bullish]
Angi Inc.
-55.26%
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 provides consumers with tools and resources to help them find local, pre-screened and customer-rated professionals, and refers consumers to independently established home professionals; and connects consumers with professionals in various service categories in its nationwide network through digital marketplace and certain third-party affiliate platforms.
Market Cap
$259.9M
Pitch Price
$15.69
Price Target
90.00 (+1182%)
Dividend
N/A
EV/EBITDA
3.76
P/E
6.89
EV/Sales
0.48
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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