Added to YB: 2025-08-07
Pitch date: 2025-06-17
ANGI [bearish]
Angi Inc.
+12.05%
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
$487.6M
Pitch Price
$15.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.25
P/E
15.77
EV/Sales
0.65
Sector
Interactive Media and Services
Category
N/A
Why ANGI's Business Model Is Breaking Down
ANGI short: Deteriorating fundamentals as Homeowner Choice rollout cratered demand (-33% service requests, -57% leads). Q1 revenue -19% YoY to $246M. Losing to Google, Thumbtack, others. AI likely worsens outlook. Street projects -12.8% 2025 rev, but even with SG&A cuts, EBITDA margins slipping. $500M debt, $370M cash.
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