Added to YB: 2025-08-12
Pitch date: 2025-08-09
LZ [bearish]
LegalZoom.com, Inc.
+9.12%
current return
Author Info
No bio for this author
Company Info
LegalZoom.com, Inc. together with its subsidiaries, operates an online platform that supports the legal, compliance, and business management needs of small businesses and consumers in the United States.
Market Cap
$2.0B
Pitch Price
$11.08
Price Target
6.00 (-40%)
Dividend
N/A
EV/EBITDA
40.04
P/E
67.77
EV/Sales
2.52
Sector
Professional Services
Category
value
Short: LegalZoom.com, Inc. - $LZ
LZ short: PT <$6 (45%+ downside). 2Q organic growth only ~1.1% YoY (negative QoQ) after adjusting for Formation Nation acquisition. EBITDA guide up marginally (165m→169m) but CACs rising. OpenAI partnerships with Stripe/Intuit threaten LZ's pricing. Est. 2026 real FCFE 20-30m = $5.35 NPV at 4% growth, 8% discount.
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