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Added to YB: 2025-08-06

Pitch date: 2025-08-01

ZD [neutral]

Ziff Davis, Inc.

+21.87%

current return

Author Info

No bio for this author

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

$29.54

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.12

P/E

13.52

EV/Sales

1.24

Sector

Interactive Media and Services

Category

value

Show full summary:
Phenom Capital | 2025 1H Portfolio Review - Ziff Davis, Inc.

ZD (holding update): Owns internet sites CNET, PCMag, IGN. Strong balance sheet with flat revenue despite acquisitions. Trading at 4x earnings based on guidance. Massive share buybacks provide downside protection despite questionable business model. Market unfairly punishing stock; expect mean reversion.

Read full article (1 min)