Added to YB: 2025-07-23
Pitch date: 2025-07-22
TZOO [bullish]
Travelzoo
-39.44%
current return
Author Info
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Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$108.7M
Pitch Price
$12.50
Price Target
33.00 (+362%)
Dividend
N/A
EV/EBITDA
6.02
P/E
10.99
EV/Sales
1.26
Sector
Interactive Media and Services
Category
growth
The Evolution of Travelzoo
TZOO: Travelzoo shifting from ad-only to paid subs ($40/yr) for 30M users. Transforms biz with high-margin recurring revenue. 1Q25 subscription rev +118% YoY. Est. 80K new paid subs/qtr. $1.87 EPS in 2026, trading at ~7x. $33 PT = 151% upside. Bartel brothers own 43%. Asset-light, no debt, high margin (20% op).
Read full article (7 min)